Connect a third-party data source

This page describes how to connect third-party data sources to Vertex AI Search.

When you connect a third-party data source, Vertex AI Search creates a data connector, and associates data stores (called entity data stores) with it for the entities that you specify. Entity types are specific to the data source that you're connecting to. For example, Jira Cloud entities include issues, attachments, comments, and worklogs.

Third-party data sources are available only for generic search apps. Chat, recommendations, and agent apps can't use third-party data sources.

Third-party connectors are not CMEK-compliant.

To import data from a Google data source instead, see Create a search data store.

Before you begin

  1. Contact your Google account team and ask to be added to the allowlist for third-party data source connectors.

  2. Go to the section for the source you plan to use:

Connect Confluence Cloud

Use the following procedure to sync data from Confluence Cloud to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before setting up your connection:

  • Verify that you have administrator access to the Confluence instance and project.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • Have the following authentication information ready:

    • Instance URL. In the form https://EXAMPLE.atlassian.net—for example, https://google.atlassian.net.

    • Instance ID. This is the cloudid and can be found by going to https://EXAMPLE.atlassian.net/_edge/tenant_info and copying the value of cloudId.

  • Enable OAuth 2.0 and get the client ID and client secret.

    Use https://vertexaisearch.cloud.google.com/console/oauth/confluence_oauth.html as the callback URL. For information about enabling OAuth 2.0 for Confluence Cloud and getting the client ID and client secret, see OAuth 2.0 (3LO) apps in the Atlassian Developer documentation.

  • When setting OAuth 2.0 permission scopes, configure the following scopes:

  • For user permissions to apply correctly, each Confluence Cloud user must make their email visible to all users. To do so, change the email visibility settings in Confluence Cloud and set the visibility to Anyone. For more information, see Set your email visibility in the Atlassian documentation.

Console

To use the Google Cloud console to sync data from Confluence Cloud to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data Stores.

  3. Click New data store.

  4. On the Select a data source page, go to the Third-party sources section and select Confluence.

  5. Enter your authentication information and click Authenticate.

  6. A new window appears. Enter the instance username and password. Check that the authentication succeeded before returning to the Specify the Confluence source for your data store page.

  7. Select which entities to sync, then click Continue.

  8. Select a region for your data connector.

  9. Enter a name for your data connector.

  10. Select a synchronization frequency.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data Stores page.

  12. To check the status of your ingestion, go to the Data Stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Confluence Data Center On-premises

Use this procedure to create a Confluence Data Center data store and search app in Agent Builder, syncing on-premises Confluence data with Vertex AI Search.

After you set up your data source and import data the first time, you can choose how often the data store syncs with that source.

Before you begin

Before setting up your connection, make sure that you have the following:

  • Service attachment (Required for private destination type only): Configure a service attachment for secure data transfer.
  • Username and password: Obtain valid credentials for authentication from your Confluence administrator.
  • Domain URL (Optional for private destination type): Specify the URL of the Confluence Data Center instance.
  • Base domain name (Optional): Provide the base domain name for the Confluence instance.
  • Destination port (Optional): Identify the port used for communication with the Confluence Data Center.

Configuration guidelines for Private Service Connect

Use the following configuration guidelines to establish connections with Private Service Connect(PSC). Adjust or add resources as needed. Make sure the PSC service attachment is properly configured to connect to the private instance and meets the requirements for a published service.

  • Network configuration:

    a. Place the PSC service attachment and load balancer in different subnets within the same Virtual Private Cloud network.

    b. The backend system must remain closed to the public network for security reasons. However, ensure it can accept traffic from the following sources:

    • For proxy-based/HTTP(s) load balancers (L4 proxy ILB, L7 ILB), configure the backend to accept requests from the proxy subnet in the Virtual Private Cloud network.
    • For more information, see the Proxy-only subnets for Envoy-based load balancers documentation.

  • Firewall rules:

    a. Ingress rules:

    • Allow traffic from the PSC service attachment subnet to the Internal Load Balancer (ILB) subnet.
    • Make sure that the ILB can send traffic to the backend.
    • Permit health check probes to reach the backend.

    b. Egress rules:

    • Enable egress traffic by default, unless specific deny rules apply.

Additional considerations:

  • Make sure to keep all the components, including the PSC service attachment and load balancer, in the same region.

Generate a service attachment

Use the following steps to generate a service attachment:

  1. Decide endpoint type: Select Public or Private endpoint.

  2. For Public endpoint: If the Confluence Data Center Destination type is Public, you are not required to create the setup for service attachment. Instead, you can use your public URL in the Domain URL field of the Google Cloud console when creating your connector.

  3. For Private endpoint:

    a. Use Private Service Connect (PSC) to enable connections from private instances to Google Cloud.

    b. Create a Virtual Private Cloud network and required subnets.

    c. Create a Virtual Machine (VM) instance and install the backend service.

    d. (Optional) Set up a health check probe to monitor backend health.

    e. Add a load balancer to route traffic to the VM or backend.

    f. Define firewall rules to allow traffic between the PSC endpoint and the backend.

    g. Publish the endpoint by creating a PSC service attachment.

Create a Confluence Data Center user and set up permissions

To enable Vertex AI Search to obtain data from Confluence, you need to create a new user with the minimum permissions necessary. Follow these steps to create the user and set up the required permissions.

Sign in as an administrator
  1. Go to your Atlassian domain site and open the Confluence Data Center instance.
  2. Enter the admin username and password.
  3. Click Log In.
Create a new user

When creating a data store, you must create a user to obtain data from the third-party instance.

  1. Click the settings icon.
  2. Select User management.
  3. Enter the administrator credentials, if prompted.
  4. In the Administration page, click Create user.
  5. Enter the email address, full name, username, and password.
  6. Click Create user.
Assign user to a group
  1. In the Confluence administration page, navigate to the Users and security tab and click Groups.
  2. Click Add group. Enter a name for the group and create it.
  3. In the Find group field, enter the group name to find the group.
  4. Click the settings icon.
  5. Select the profile account and navigate to User management.
  6. In the Users page, under List users, search for the newly created user in the Find user field.
  7. Click the user to open the View users page.
  8. Click Edit groups to open the Edit user group page.
  9. Select the checkbox for the created user group.
  10. Click Save to assign the user to the newly created group.

The added user is assigned in the Group members section.

Configure user permissions
  1. In the Confluence administration page, navigate to the Issues tab.
  2. Locate Permissions.
  3. Select View global permissions.
  4. Select Edit permissions.
  5. In the Edit global permissions page, search for the group assigned to the user, and enable the can use option.

Configure the documentation space

  1. Click the Confluence icon to navigate to the Dashboard page.
  2. Click Create space
  3. Select Documentation space and click Next.
  4. Enter all the necessary details and click Create to create the documentation space.
  5. Under My spaces, click the newly created space.
  6. Navigate to Pages, and open the menu (three dots).
  7. Select Restrictions.
  8. From the Restrictions drop-down menu, select the Viewing and editing restricted option.
  9. Search for the group and assign the can view permission.
  10. Click Apply. The user is created with minimum access and permissions are set for spaces. You can also assign permissions to the blogs.

Create a Confluence Data Center on-premises connector

Set up a Confluence Data Center on-premises connector to sync data with Google Cloud. First, create a data store in the Agent Builder and configure the connection settings, including authentication and synchronization preferences.

#### Create a Confluence Data Center On-premises connector

Console

To use the Google Cloud console to sync data from Confluence Cloud to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data Stores.

  3. Click New data store.

  4. On the Select a data source page, go to the Third-party sources section and select Confluence.

  5. Enter your authentication information and click Authenticate.

  6. A new window appears. Enter the instance username and password. Check that the authentication succeeded before returning to the Specify the Confluence source for your data store page.

  7. Select which entities to sync, then click Continue.

  8. Select a region for your data connector.

  9. Enter a name for your data connector.

  10. Select a synchronization frequency.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data Stores page.

  12. To check the status of your ingestion, go to the Data Stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Jira Cloud

Use the following procedure to sync data from Jira Cloud to Vertex AI Search.

After you set up your data source and import data the first time, you can choose how often the data store syncs with that source.

Before you begin

Before setting up your connection:

  • Verify that you have administrator access to the Jira instance, and project.
  • Set up access control. Ensure that access control is properly configured for your data source. This step ensures that only authorized users can access and manage the data. For more information, see Use data source access control documentation.
  • For user permissions to apply correctly, Jira Cloud users must provide sharing consent.
  • Make sure that you have an Atlassian account, Jira instance, and project.

Set up authentication and permissions in Jira

A Jira administrator must perform the following authentication and permission setup procedures. Using the instructions in the following sections, ensure you have the necessary authentication details and admin access to your Jira instance. Create a Client ID and Client Secret through the Atlassian Developer Console, configure the required OAuth 2.0 scopes, and set up permissions for users. Finally, retrieve your instance URL and ID, configure roles, and authenticate to sync data between Jira Cloud and Vertex AI Search.

Create client ID and client secret

  1. Sign in to developer.atlassian.com.
  2. Click the profile icon in the top right corner and select Developer Console.
  3. Click Create and select OAuth 2.0 Integration.
  4. Enter a name for the app.
    • Check the terms and conditions checkbox.
    • Click Create.

  5. You will find five options: Overview, Distribution, Permissions, Authorization, and Settings. Start with Authorization:

    a. Click Authorization.

    b. In the Authorization type table, select Add for OAuth 2.0 (3LO).

  6. In the Callback URL field, enter https://vertexaisearch.cloud.google.com/console/oauth/jira_oauth.html, and then click Save changes.

    NOTE: If you see the warning: Your app doesn't have any APIs. Add APIs to your app., this will be addressed in the next section.

  7. Select Permissions:

    a. Go to Jira API, click Add, then click Configure.

    NOTE: When you click Add, the button changes to Configure.

    b. Go to the Classic scopes tab and click Edit Scopes. Select the following scopes:

    Confirm that 7 scopes are selected, then save your changes.

  8. Click Distribution, select Edit, and do the following:

    • Select the Sharing radio button first to enable editing other fields.
    • Fill out the remaining fields.
    • Select Yes when asked: Does your app store personal data?

  9. Select Settings to copy your Client ID and Client Secret.

Retrieve instance URL and instance ID

To get the instance URL:

  1. Go to atlassian.net and sign in with your admin account.
  2. Select the app you want to sync. For example, sync the first app.
  3. Find the instance URL, which is the subdomain in the address bar. It will look like: Assign appropriate permissions.

To get the instance ID:

  1. Open a new tab, copy the instance URL, and append /_edge/tenant_info to the instance URL. For example, https://YOUR-INSTANCE.atlassian.net/_edge/tenant_info.
  2. Navigate to the link to find the cloudId value. The cloudId is your Instance ID.

Set up permissions and roles

  1. Sign in to atlassian.com with your admin account.
  2. Click the menu icon on the top left or go to admin.atlassian.com.

  3. On the Admin page, click Manage users and go to the Groups page.

  4. Click Create group. Enter a name for the group and create it.

  5. In the Group product access section of your new group's page, click Add products to group.

  6. For Jira, select User access admin as the product role.

  7. For Jira Admin, select Product admin as the product role and save your changes.

  8. On the Groups page, click Add group members and add users or accounts that the connector will authenticate as.

Create a Jira Cloud connector

Console

To use the Google Cloud console to sync data from Jira Cloud to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data Stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Jira.

  5. Enter your authentication information and click Authenticate.

  6. A new window appears. Enter the instance username and password. Check that the authentication succeeded before returning to the Specify the Jira source for your data store page.

  7. Select which entities to sync, then click Continue.

  8. Select a region for your data store.

  9. Enter a name for your data store.

  10. Select a synchronization frequency.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data Stores page.

  12. To check the status of your ingestion, go to the Data Stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Jira Data Center On-premises

Use this procedure to create a Jira Data Center data store and search app in Agent Builder, syncing on-premises Jira data with Vertex AI Search.

After you set up your data source and import data the first time, you can choose how often the data store syncs with that source.

Before you begin

Before setting up your connection, make sure that you have the following:

  • Service attachment (Required for private destination type only): Configure a service attachment for secure data transfer.
  • Username and password: Obtain valid credentials for authentication from your Jira administrator.
  • Domain URL (Optional for private destination type): Specify the URL of the Jira Data Center instance.
  • Base domain name (Optional): Provide the base domain name for the Jira instance.
  • Destination port (Optional): Identify the port used for communication with the Jira Data Center.

Configuration guidelines for Private Service Connect

Use the following configuration guidelines to establish connections with Private Service Connect(PSC). Adjust or add resources as needed. Make sure the PSC service attachment is properly configured to connect to the private instance and meets the requirements for a published service.

  • Network configuration:

    a. Place the PSC service attachment and load balancer in different subnets within the same Virtual Private Cloud network.

    b. The backend system must remain closed to the public network for security reasons. However, ensure it can accept traffic from the following sources:

    • For proxy-based/HTTP(s) load balancers (L4 proxy ILB, L7 ILB), configure the backend to accept requests from the proxy subnet in the Virtual Private Cloud network.

    • For more information, see the Proxy-only subnets for Envoy-based load balancers documentation.

  • Firewall rules:

    a. Ingress rules:

    • Allow traffic from the PSC service attachment subnet to the Internal Load Balancer (ILB) subnet.
    • Make sure that the ILB can send traffic to the backend.
    • Permit health check probes to reach the backend.

    b. Egress rules:

    • Enable egress traffic by default, unless specific deny rules apply.

Additional considerations:

  • Make sure to keep all the components, including the PSC service attachment and load balancer, in the same region.

Generate a service attachment

Use the following steps to generate a service attachment:

  1. Decide endpoint type: Select Public or Private endpoint.

  2. For Public endpoint: If the Jira Data Center Destination type is Public, you are not required to create the setup for service attachment. Instead, you can use your public URL in the Domain URL field of the Google Cloud console.

  3. For Private endpoint:

    a. Use PSC to enable connections from private instances to Google Cloud.

    b. Create a Virtual Private Cloud network and required subnets.

    c. Create a Virtual Machine (VM) instance and install the backend service.

    d. (Optional) Set up a health check probe to monitor backend health.

    e. Add a load balancer to route traffic to the VM or backend.

    f. Define firewall rules to allow traffic between the PSC endpoint and the backend.

    g. Publish the endpoint by creating a PSC service attachment.

Create a Jira Data Center user and set up permissions

To enable Vertex AI Search to obtain data from Jira, you need to create a new user with the minimum permissions necessary. Follow these steps to create the user and set up the required permissions.

Sign in as an administrator
  1. Go to your Atlassian domain site and open Jira Data Center instance.
  2. Enter the admin username and password.
  3. Click Log In.
Create a new user

When creating a data store, you must create a user to obtain data from the third-party instance.

  1. Click the settings icon.
  2. Select User management.
  3. Enter the administrator credentials, if prompted.
  4. In the Administration page, click Create user.
  5. Enter the email address, full name, username, and password.
  6. Click Create user.
Assign user to a group
  1. In the Administration page, under User management, click Groups.
  2. Create a group by entering a name and clicking Add group.
  3. Select the newly created group.
  4. Click Add/Remove users.
  5. Click the member icon located next to the Add members to selected groups box.
  6. Select the newly created user and click Save the selection.
  7. Click Add selected user to see new users in the group members section.

You can see the added user is assigned in the Group members section.

Configure user permissions
  1. In the Administration page, navigate to the Issues tab.
  2. Select Permission schemes.
  3. Click Add permission scheme.
  4. Enter a name for the scheme and click Add.
  5. Select the scheme and click the Permission icon.
  6. Click Grant permission.
  7. Add the following permissions, assign these permissions to the group created earlier, and click Grant:
    • Browse projects.
    • Browse projects archive.

You can add this scheme to the projects where the users in that group need access to view that project and issues, comments, worklogs, and attachments in that project.

Configure application access

  1. In the Administration page, navigate to the Applications tab.
  2. Under the Applications tab, select Application access.
  3. Search for the created group and select it.
  4. Verify that the group appears in the access list.

The user is created with minimum access. This schema is added to the projects. The Jira administrator can add more members to that group or add users to that project.

Create a Jira Data Center on-premises connector

Set up a Jira Data Center on-premises connector to sync data with Google Cloud. First, create a data store in the Agent Builder and configure the connection settings, including authentication and synchronization preferences.

Create a Jira Data Center On-premises connector

Console

To use the Google Cloud console to sync data from Jira Cloud to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data Stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Jira.

  5. Enter your authentication information and click Authenticate.

  6. A new window appears. Enter the instance username and password. Check that the authentication succeeded before returning to the Specify the Jira source for your data store page.

  7. Select which entities to sync, then click Continue.

  8. Select a region for your data store.

  9. Enter a name for your data store.

  10. Select a synchronization frequency.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data Stores page.

  12. To check the status of your ingestion, go to the Data Stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Salesforce

Use the following procedure to sync data from Salesforce to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • Have the following authentication information ready. For information about setting up client ID and client secret in Salesforce, see Configure a connected app for the OAuth 2.0 client credentials flow in the Salesforce documentation.

    • Instance URL: The domain name of your Salesforce instance. Search for My domain, copy the domain ending with my.salesforce.com, and add https:// to the beginning.
    • Client ID: Copy the client ID from the connected app by clicking Manage customer details. If the refresh token is enabled, verify that the token is refreshed and provide the latest token when creating a data store.
    • Client secret: Copy the client secret from the connected app by clicking Manage customer details. If the refresh token is enabled, verify that the token is refreshed and provide the latest token when creating a data store.

  • For user permissions to apply correctly, Salesforce users must provide sharing consent.

  • Use either an Enterprise or Developer plan. Trial accounts are not supported.

  • Make sure that you are using Sales Cloud. Service Cloud is not supported.

  • Add Google Cloud to Salesforce CORS allowlist. If you have already completed this task, then go to the Create an app section.

    • Follow the instructions in the Salesforce documentation to configure the CORS allowlist.
    • Enter https://console.cloud.google.com/ as an origin URL and save your configuration.

Create an app

Salesforce supports the following apps:

  1. Connected app.
  2. External client app.

Create a connected app

To set up a connected app in Salesforce for integration with Google Cloud, do the following:

  1. Sign in to Salesforce.
  2. Click the gear icon and navigate to Setup.
  3. Under the Setup menu, navigate to App manager.
  4. Click New connected app.

  5. To configure the connected app:

    a. In the connected app creation page, do the following:

    • Check Enable OAuth settings.
    • Set the callback URL to: https://vertexaisearch.cloud.google.com/console/oauth/salesforce_oauth.html.
    • Select the following OAuth scopes:
      • Full Access (full).
      • Perform requests at any time (refresh_token, offline_access).

    b. Enable the flows:

    • Client credentials flow.
    • Authorization code and credentials flow.
    • User credentials in POST body for authorization code and credentials flow.
    • For Client credentials flow, assign your username in the Run as field. You must have read permissions to all the entities that your connector can extract.

After creating the connected app, do the following:

  1. Edit app policies:

    • Go to App Manager and edit the newly created app.
    • Set IP Relaxation to Relax IP restrictions.
    • Configure Refresh Token Policy to Valid until revoked or more restrictive settings as required.
    • Ensure Permitted Users is set to All users may self-authorize.

  2. Configure IP restrictions:

    • If Org-level IP range enforcement is enabled, set Trusted IP Ranges under Security > Network Access. For more information, see the Connected app IP relaxation and continuous IP enforcement documentation.
    • Disable Enforce login IP ranges on every request if no IP restrictions are required.

  3. Configure an OAuth connected app:

  4. Save the connected app:

    • Save and exit the connected app.
    • In the search bar, search for OAuth and OpenId connect settings.
    • Enable Allow authorization code and credentials flows and OAuth username-password flows.

Create an external client app

To create and configure an external client app in Salesforce to enable OAuth-based authentication for integrations, do the following:

  1. Obtain the client ID and client secret:

    • Sign in to Salesforce.
    • Click the gear icon and go to Setup.
    • Navigate to Setup > Apps > External client apps.
    • Click New external client app.

  2. Provide the required information:

    • Enter the app name and your email address. The API name gets auto-populated by default.
    • Leave the Distribution state as Local.

  3. Enable OAuth settings:

    • Expand API (Enable OAuth Settings) and select Enable OAuth.
    • Configure:
      • Callback URL: https://login.salesforce.com/services/oauth2/callback
      • OAuth scopes: Manage user data through APIs (api).
      • In Flow enablement, select Enable client credentials flow.
      • Click Create to create the External client app. Go to the External client app manager to view the app that you added to the list.

  4. Edit app policies:

    • Open the created app.
    • Go to Policies and click Edit.
    • In the OAuth flows and external client app enhancements, check Enable client credentials flow.
    • Enter your Salesforce username in the Run as field.

  5. Access OAuth credentials:

    • Click Settings.
    • Click OAuth settings.
    • Click Consumer key and secret to access the credentials. The verification code is sent to your email address.
    • Enter the verification code and click Verify.
    • Copy the Consumer key and use it as the client ID.
    • Copy the Consumer secret and use it as the client secret.

Create a Salesforce connector

Console

To use the Google Cloud console to sync data from Salesforce to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, scroll or search for Salesforce to connect your third-party source.

  5. Enter your Salesforce authentication information.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data store.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect ServiceNow

Use the following procedure to sync data from ServiceNow to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before setting up your connection:

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • Have the following authentication information ready:

    • Instance URL in the form of https://<domain-name>.service-now.com/.
    • Client ID and client secret. For information about endpoint setup and getting the client ID and client secret, see Create an endpoint for clients to access the instance in the ServiceNow documentation.

    • Username and password for one of the following ServiceNow role types:

      • Administrator role. See Base system roles in the ServiceNow documentation.

      • A custom ServiceNow role. This is an alternative to using an administrator role. To use a custom ServiceNow role, create access control rules with the following fields:

        For more information, see Create a role and Create an ACL rule in the ServiceNow documentation.

Console

To use the Google Cloud console to sync data from ServiceNow to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data Stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select ServiceNow.

  5. Enter your ServiceNow authentication information.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data connector.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data Stores page.

  11. To check the status of your ingestion, go to the Data Stores page and click your data connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Sharepoint Online

Use the following procedure to sync data from Sharepoint Online to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before setting up your connection:

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • Grant administrator consent. For information about how to grant consent, see Grant tenant-wide admin consent to an application in the Microsoft documentation.

  • Prepare the following Sharepoint Online authentication information to use during setup:

    • Instance URL. In the form http://DOMAIN_OR_SERVER/[sites/]WEBSITE. For more information about URLs, see URLs and tokens in SharePoint in the Sharepoint documentation.

    • Tenant ID, client ID, and client secret. To register the application, select Accounts in this organizational directory only for the sign-in audience, and then locate this authentication information. For more information, see Quickstart: Register an application with the Microsoft identity platform in the Microsoft documentation.

    • When registering the application, use https://vertexaisearch.cloud.google.com/console/oauth/confluence_oauth.html as the web callback URL.

    • When configuring application permissions, add the following application permissions for Graph API:

    • When configuring application permissions, add the following delegated permissions for Sharepoint REST API:

  • The following table describes the roles that are recommended for configuration and their limitations.

Console

To use the Google Cloud console to sync data from Sharepoint Online to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data Stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Sharepoint Online.

  5. Enter your Sharepoint Online authentication information and click Authenticate.

  6. A new window appears. Enter the instance username and password. Check that the authentication succeeded before returning to the Specify the Sharepoint Online source for your data store page.

  7. Select the entities to sync and click Continue.

  8. Select a region for your data store.

  9. Enter a name for your data store.

  10. Select a synchronization frequency for your data store.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data Stores page.

  12. To check the status of your ingestion, go to the Data Stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Slack

Use the following procedure to sync data from Slack to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • Contact the Workspace owner to provide the permissions to install new apps in your workspace.

  • Prepare the following Slack authentication information:

    • Workspace ID: Get the Workspace ID by following the instructions in Specify the Slack source for your data store in the Slack documentation.
    • Access token: Create a client app and define the required scopes. For more information, see Quickstart and How to quickly get and use a Slack API token in the Slack documentation.
    • When setting OAuth 2.0 permission scopes, configure the following scopes:

  • By default, Slack restricts crawling and syncing content from private channels, group messages, and direct messages.

Configure Slack app

Obtain an access token to allow Vertex AI Search to ingest documents from your Slack workspace.

Generate a bot token

Generate a bot token to securely access private channels, instant messages (IMs), and multi-party instant messages (MPIMs). The bot token cannot crawl into the public channels it is not part of, and joining public channels generates a join message.

  1. Sign in to Slack API Apps.
  2. Click Create new app.
  3. Select From scratch.
  4. Enter a name for your app and select the workspace for integration.
  5. Click Create app.
  6. Click OAuth & Permissions.

  7. Under Bot token scopes, add the following required scopes:

    By default, the bot reads from the #general and #random channels. To enable crawling, do the following:

    • For public channels, grant the channels:join scope to allow the bot to join automatically.
    • For private channels, invite the bot manually.

  8. Click Install to your username workspace.

  9. Follow the on-screen instructions to install the app and retrieve the bot token.

Generate a user token

Generate a user token to access all public channels without joining them first. The user token cannot crawl private channels, IMs, or MPIMs unless the user has access.

  1. Sign in to Slack API Apps.
  2. Click Create new app.
  3. Select From scratch.
  4. Enter a name for your app and select the workspace for integration.
  5. Click Create app.
  6. Click OAuth & Permissions.

  7. Under User token scopes, add the following required scopes:

  8. Click Install to your username workspace.

  9. Follow the on-screen instructions to install the app and retrieve the user token.

Create a Slack Cloud connector

Console

To use the Google Cloud console to sync data from Slack to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, scroll or search for Slack to connect your third-party source.

  5. Enter your Slack authentication information.

    • Instance ID (Workspace ID): Obtain this from your Slack workspace by signing in through a browser. The workspace ID is the segment after /client in the URL.
    • Auth token: Use the token obtained from the previous section.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data store.

  9. Select a synchronization frequency for your data store.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Dropbox

Use the following procedure to sync data from Dropbox to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • Set up access control for your data source. For more information, see Use data source access control.

  • Have the following Dropbox authentication information ready. For information about setting up these parameters, see the OAuth Guide in the Dropbox documentation.

    • Client ID
    • Client secret

Console

To use the Google Cloud console to sync data from Dropbox to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data Stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Dropbox.

  5. Enter your Dropbox authentication information and click Authenticate. A new window appears.

  6. Authenticate your account and confirm that it succeeded before returning to the Specify the Dropbox source for your data store page.

  7. Select which entities to sync and click Continue.

  8. Select a location for your data store.

  9. Enter a name for your data store.

  10. Select a synchronization frequency for your data store.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  12. To check the status of your ingestion, go to the Data stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization. Check the Documents tab to make sure your entities have been ingested correctly.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Box

Use the following procedure to sync data from Box to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • Have the following Box authentication information ready. For information about setting up these parameters, see JWT Auth in the Box developer documentation.

    • Enterprise ID
    • Client ID
    • Client secret
    • Public key ID
    • Private key
    • Passphrase

  • When creating the JWT endpoint, configure the following scopes:

Incremental changes for comments can take longer to sync than the configured frequency interval. If a folder containing an entity is copied or moved, then incremental changes can take longer to sync than the configured frequency interval.

Create Box app

  1. Sign in to the Box Developer Console with your administrator account.
  2. Click Create new app.
  3. Select Custom app type.
  4. Enter the App name.
  5. Set the Purpose of the app: Integration, AI, or Google Cloud Agent Builder.
  6. Choose Server authentication with JWT.

Configure Box app

Configure the settings for your Box app.

Create public/private key

  1. Go to the Box Developer Console.

  2. In the Configuration tab, click Generate a Public/Private Keypair.

    • The public key is automatically uploaded to the console with an ID. This ID is used when creating a connection.
    • A configuration file with the private key and passphrase can be downloaded locally. Make sure to keep this configuration file for later use.
    • Optionally, to generate your own key see the Box keypair setup guide.

Configure required permissions

  1. In the Application scopes section, select the following permission:
    • Read all files and folders stored in Box.

Authorize the app

  1. In the Authorization tab, click Review and submit and wait for approval from your administrator.
  2. Administrators can approve the app in the Admin Console.

After authorization, Box fully sets up the app.

Create a Box connector

Console

To use the Google Cloud console to sync data from Box to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, scroll or search for Box to connect your third-party source.

  5. Enter your authentication information.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data store.

  9. Select a synchronization frequency for your data store.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect OneDrive

Use the following procedure to sync data from OneDrive to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

Console

To use the Google Cloud console to sync data from OneDrive to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select OneDrive.

  5. Enter your OneDrive authentication information.

  6. Select which entities to sync and cick Continue.

  7. Select a region for your data store.

  8. Enter a name for your data store.

  9. Select a synchronization frequency for your data store.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps

Connect Dynamics 365

Use the following procedure to sync data from Dynamics 365 to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before you create a Dynamics 365 connector:

  • A Dynamics 365 administrator must generate or obtain the following for integrating with Vertex AI Search:

    • Client ID
    • Client secret
    • Azure Tenant
    • Organization URL. For example, https://abc123.cloudax.dynamics.com/.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

Create a Dynamics 365 connector

Console

To use the Google Cloud console to sync data from Dynamics 365 to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Dynamics 365.

  5. Enter your Dynamics 365 authentication information and click Continue.

  6. Enter your Azure tenant and organization URL and click Continue.

  7. Select which entities to sync and click Continue.

  8. Select a region for your data store.

  9. Enter a name for your data connector.

  10. Select a synchronization frequency.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  12. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect Trello

Use the following procedure to sync data from Trello to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connector, make sure that the following steps are completed:

  • Verify that you have Trello administrator access. A Trello administrator must generate an API key and token in the following section.
  • Check that your project is added to the allowlist to use Trello.
  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

Generate API key and token in Trello

A Trello administrator must perform the following steps:

  1. Create a Trello Power up for generating an API key.
  2. Go to the Trello Admin page.
  3. Navigate to the API Key tab and select the option to generate a new API key.
  4. Click Token.
  5. Click Allow.
  6. Copy the token.

For more information about Trello API, see API Introduction.

Create a Trello connector

Console

To use the Google Cloud console to sync data from Trello to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Trello.

  5. Enter your Trello authentication information and click Continue.

  6. Optional: To route HTTP traffic, click Add destination and enter the hostname or IP address of the proxy server. Then click Continue.

  7. Select which entities to sync and click Continue.

  8. Select a region for your data store.

  9. Enter a name for your data connector.

  10. Select a synchronization frequency.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  12. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect Adobe Experience Manager

Use the following procedure to sync data from Adobe Experience Manager to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • An Adobe Experience Manager administrator must generate or obtain the following for integrating with Vertex AI Search:

    • Service credentials of your Adobe Experience Manager instance.
    • Instance URL of your Adobe Experience Manager site.

Create a Adobe Experience Manager connector

Console

To use the Google Cloud console to sync data from Adobe Experience Manager to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Adobe Experience Manager.

  5. Enter your Adobe Experience Manager authentication information and click Continue.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect AODocs

Use the following procedure to sync data from AODocs to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • An AODocs administrator must generate or obtain the following for integrating with Vertex AI Search:

    • Instance ID. Domain URL of your AODocs instance.
    • Client ID.
    • Client secret.

Create a AODocs connector

Console

To use the Google Cloud console to sync data from AODocs to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select AODocs.

  5. Enter your AODocs authentication information and click Authenticate. A new window appears.

  6. Authenticate your account and confirm that it succeeded before returning to the Specify the AODocs source for your data store page.

  7. Select which entities to sync and click Continue.

  8. Select a region for your data store.

  9. Enter a name for your data connector.

  10. Select a synchronization frequency.

  11. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  12. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect Coda

Use the following procedure to sync data from Coda to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • A Coda administrator must generate or obtain the following for integrating with Vertex AI Search:

    • Coda API token.

Create a Coda connector

Console

To use the Google Cloud console to sync data from Coda to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Coda.

  5. Enter your Coda authentication information and click Continue.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect GitHub

Use the following procedure to sync data from GitHub to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • A GitHub administrator must obtain the following for integrating with Vertex AI Search:

    • GitHub instance personal access token.

Create a GitHub connector

Console

To use the Google Cloud console to sync data from GitHub to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select GitHub.

  5. Enter your GitHub authentication information and click Continue.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect GitLab

Use the following procedure to sync data from GitLab to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • A GitLab administrator must obtain the following for integrating with Vertex AI Search:

    • GitLab instance personal access token.

Create a GitLab connector

Console

To use the Google Cloud console to sync data from GitLab to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select GitLab.

  5. Enter your GitLab authentication information and click Continue.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect Microsoft Teams

Use the following procedure to sync data from Microsoft Teams to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • A Microsoft Teams administrator must generate or obtain the following for integrating with Vertex AI Search:

    • Client ID.
    • Client secret.
    • Tenant ID.

Create a Microsoft Teams connector

Console

To use the Google Cloud console to sync data from Microsoft Teams to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Microsoft Teams.

  5. Enter your Microsoft Teams authentication information and click Continue.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect Microsoft Outlook

Use the following procedure to sync data from Microsoft Outlook to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • A Microsoft Outlook administrator must generate or obtain the following for integrating with Vertex AI Search:

    • Client ID.
    • Client secret.
    • Tenant ID.

Create a Microsoft Outlook connector

Console

To use the Google Cloud console to sync data from Microsoft Outlook to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Microsoft Outlook.

  5. Enter your Microsoft Outlook authentication information and click Continue.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect Notion

Use the following procedure to sync data from Notion to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connector:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • A Notion administrator must generate or obtain the following for integrating with Vertex AI Search:

    • API token of the Notion instance.
    • Workspace ID.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

Create a Notion connector

Console

To use the Google Cloud console to sync data from Notion to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Notion.

  5. Enter your Notion authentication information and click Continue.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect Workday

Use the following procedure to sync data from Workday to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before you create a Workday connector:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • A Workday administrator must generate or obtain the following for integrating with Vertex AI Search:

    • Client ID. Obtain from the View API Clients page in Workday.
    • Client secret. Obtain from the View API Clients page in Workday.
    • Refresh token. Obtain from the View API Clients page in Workday.
    • (Optional) Proxy Server. The hostname or IP address of a proxy to route HTTP traffic through.
    • (Optional) Base URL. The base URL for the Workday connection.
    • (Optional) API URL. The complete URL to the API endpoint to use for making SOAP requests. For example: https://<var>host</var>.workday.com/ccx/service/<var>tenant</var>/<var>service</var>
    • Workday tenant. The tenant for the account. For example, abc_cms1. You can get the name of the tenant in your Workday instance configuration details.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

Create a Workday connector

Console

To use the Google Cloud console to sync data from Workday to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Workday.

  5. Enter your Workday authentication information and click Continue.

  6. Optional: Enter your Workday destination information and click Continue.

  7. Enter your Workday tenant and click Continue.

  8. Select which entities to sync and click Continue.

  9. Select a region for your data store.

  10. Enter a name for your data connector.

  11. Select a synchronization frequency.

  12. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  13. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps

Connect Zendesk

Use the following procedure to sync data from Zendesk to Vertex AI Search.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  • In addition to the third-party connector allowlist, this connector requires that your project is added to an additional allowlist. To be added to this allowlist, contact your Vertex AI Search account team.

  • Set up access control for your data source. For information about setting up access control, see Use data source access control.

  • A Zendesk administrator must generate or obtain the following for integrating with Vertex AI Search:

    • Access token. API Token of your Zendesk instance.
    • Instance URI.

Create a Zendesk connector

Console

To use the Google Cloud console to sync data from Zendesk to Vertex AI Search, follow these steps:

  1. In the Google Cloud console, go to the Agent Builder page.

    Agent Builder

  2. In the navigation menu, click Data stores.

  3. Click Create data store.

  4. On the Select a data source page, go to the Third-party sources section and select Zendesk.

  5. Enter your Zendesk authentication information and click Continue.

  6. Select which entities to sync and click Continue.

  7. Select a region for your data store.

  8. Enter a name for your data connector.

  9. Select a synchronization frequency.

  10. Click Create. Vertex AI Search creates your data store and displays your data stores on the Data stores page.

  11. To check the status of your ingestion, go to the Data stores page and click your connector name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take several minutes or several hours.

Next steps