Your Knowledge Base is only as effective as the data it connects to. MergePoint supports three primary source types—Documents, Database Tables, and Connected Apps—so your content stays structured, fresh, and searchable. This guide explains how each source type works, how sync behaves, and how to manage sources efficiently.<h2>Source Types Overview</h2><table style="min-width: 75px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Source Type</th><th colspan="1" rowspan="1">Description</th><th colspan="1" rowspan="1">Sync Behavior</th></tr><tr><td colspan="1" rowspan="1">Documents</td><td colspan="1" rowspan="1">Uploaded files (PDFs, spreadsheets, text docs)</td><td colspan="1" rowspan="1">One-time upload with immediate parsing</td></tr><tr><td colspan="1" rowspan="1">Database Tables</td><td colspan="1" rowspan="1">External systems (e.g. CRMs, ERPs) via API</td><td colspan="1" rowspan="1">Scheduled sync with status monitoring</td></tr><tr><td colspan="1" rowspan="1">Connected Apps</td><td colspan="1" rowspan="1">Platforms like Slack, Google Drive, Notion</td><td colspan="1" rowspan="1">Real-time sync via webhook or polling</td></tr></tbody></table><h2>When to Use Each Source Type</h2>Documents Use for static references like policies, templates, or archived reports.Database Tables Ideal for dynamic records such as Salesforce or HubSpot data that require scheduled updates.Connected Apps Best for live, collaborative content—team messages, shared folders, or knowledge documents.Collections can include a mix of these source types depending on the needs of your workflows.<h2>Adding a Data Source</h2><ol class="steps-list"><li>Click "Add Source" Found in the top header of the Knowledge Base interface.</li><li>Select a Source Type Choose from:<ul class="accent-bullets"><li>Upload (files)</li><li>Link (URLs)</li><li>Connect (integrated services)</li></ul></li><li>Configure the Connection Provide login credentials, browse files, or complete service authentication.</li><li>Assign to a Collection Select an existing collection or create a new one.</li></ol><h2>File Upload Details</h2>Supported Formats PDF, DOCX, XLSX, CSV, TXT (Validated during upload)Upload Interface Features<ul class="accent-bullets"><li>Drag-and-drop zone</li><li>Manual file browser</li><li>Multi-file upload</li><li>Real-time progress indicators</li><li>File type validation</li></ul><h2>Database Integration Examples</h2><table style="min-width: 150px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Integration Name</th><th colspan="1" rowspan="1">Source</th><th colspan="1" rowspan="1">Record Count</th><th colspan="1" rowspan="1">Sync Time</th><th colspan="1" rowspan="1">Status</th><th colspan="1" rowspan="1">Workflow Connections</th></tr><tr><td colspan="1" rowspan="1">Sales Performance</td><td colspan="1" rowspan="1">Salesforce</td><td colspan="1" rowspan="1">15,420</td><td colspan="1" rowspan="1">2 hours ago</td><td colspan="1" rowspan="1">Synced</td><td colspan="1" rowspan="1">8 workflows</td></tr><tr><td colspan="1" rowspan="1">Customer Database</td><td colspan="1" rowspan="1">HubSpot</td><td colspan="1" rowspan="1">28,340</td><td colspan="1" rowspan="1">3 hours ago</td><td colspan="1" rowspan="1">Failed</td><td colspan="1" rowspan="1">12 workflows</td></tr></tbody></table><h2>Connected App Examples</h2><table style="min-width: 150px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">App Name</th><th colspan="1" rowspan="1">Source</th><th colspan="1" rowspan="1">Last Sync</th><th colspan="1" rowspan="1">Status</th><th colspan="1" rowspan="1">Use Case</th><th colspan="1" rowspan="1">Workflow Connections</th></tr><tr><td colspan="1" rowspan="1">Slack Workspace</td><td colspan="1" rowspan="1">Slack</td><td colspan="1" rowspan="1">1 hour ago</td><td colspan="1" rowspan="1">Synced</td><td colspan="1" rowspan="1">Team communication history</td><td colspan="1" rowspan="1">14 workflows</td></tr><tr><td colspan="1" rowspan="1">Google Drive Docs</td><td colspan="1" rowspan="1">Google Drive</td><td colspan="1" rowspan="1">Rate limited</td><td colspan="1" rowspan="1">Warning</td><td colspan="1" rowspan="1">Centralized doc repository</td><td colspan="1" rowspan="1">11 workflows</td></tr></tbody></table><h2>Sync Status Reference</h2><table style="min-width: 50px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Status</th><th colspan="1" rowspan="1">Meaning</th></tr><tr><td colspan="1" rowspan="1">Synced</td><td colspan="1" rowspan="1">Data is current and accessible</td></tr><tr><td colspan="1" rowspan="1">Processing</td><td colspan="1" rowspan="1">Sync operation is currently running</td></tr><tr><td colspan="1" rowspan="1">Warning</td><td colspan="1" rowspan="1">Minor issue (e.g. rate limit, partial sync)</td></tr><tr><td colspan="1" rowspan="1">Failed</td><td colspan="1" rowspan="1">Sync failed—check error details or credentials</td></tr></tbody></table><h2>Source Management</h2>To ensure stable and high-quality retrieval, follow these best practices:<ul class="accent-bullets"><li>Regularly check sync status, especially for sources linked to critical workflows</li><li>Monitor the number of workflows tied to each source to understand impact</li><li>Group related sources into Collections for better organization</li><li>Use clear, consistent naming conventions when adding or editing sources</li><li>Remove any unused or duplicate sources to reduce system clutter</li><li>Configure AI field settings to prioritize specific sections or metadata</li></ul><h2>Knowledge Sync</h2>When your source data changes, Knowledge Sync rebuilds vectors to keep AI retrieval accurate.To open the Knowledge Sync panel:<ul class="accent-bullets"><li>Click the Zap icon (lightning bolt) in the action column next to a source</li></ul>You will see two options:Sync New Data: Adds vectors for only new content. Recommended for incremental changes.Sync All Data: Rebuilds all vectors for the selected source. Use after major updates or schema changes.During sync, a progress bar will show the percentage complete and how many chunks have been processed. Sync progress updates in real time.

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