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Version: v1.7.0

Auto-Sync Connectors

Overview​

The Auto-Sync Connectors feature enables automatic synchronization of documents from cloud storage services to your collections. When you configure a connector with a sync schedule, h2oGPTe periodically checks for new or modified documents and automatically imports them into your collection. This ensures that your collections remain up-to-date with the latest content without requiring manual intervention.

When to use​

Use auto-sync connectors when you want to:

  • Keep collections current: Automatically update collections as source documents change
  • Reduce manual work: Eliminate the need to manually re-import documents after updates
  • Monitor multiple sources: Track document changes across different cloud storage locations

Supported connectors​

Auto-sync is available for the following cloud storage connectors:

Setting up auto-sync​

When adding documents from a supported cloud storage connector, you can configure automatic synchronization directly in the + Add documents dialog.

Configure the sync schedule​

  1. In your collection, click + Add documents.
  2. Select one of the supported cloud storage connectors (S3, Azure Blob Storage, GCS, SharePoint Online, SharePoint On-Premise, or Confluence).
  3. Configure the connector settings and authenticate as required.
  4. In the Schedule dropdown, select your preferred sync frequency.

Schedule options​

OptionDescription
OnceSingle initial sync only. Documents are imported once when the connector is created.
Every hourAutomatically sync every hour. Checks for new or modified documents hourly.
Every dayAutomatically sync every 24 hours. Checks for new or modified documents daily.
  1. Click Add selected to import the documents and create the connector record.

Managing connectors​

After creating auto-sync connectors, you can view and manage them from the connectors settings.

View connectors​

  1. Open your collection.
  2. Click Open connectors settings at the top right to see all configured connectors.

The Connectors tab displays all configured connectors for the collection, including their source type, schedule, and current sync status.

Edit connector​

To modify a connector's schedule or settings:

  1. In the Connectors settings tab, locate the connector you want to edit.
  2. From the Actions column, select Edit.
  3. In the Edit Connector dialog, update the schedule or other settings.
  4. Click Save changes to apply your changes.

Trigger manual sync​

To manually synchronize a connector at any time:

  1. In the Connectors tab, locate the connector.
  2. Click the Sync Now button.

The connector immediately checks for new or modified documents and imports any changes. This is useful when you know documents have been updated and want to sync before the next scheduled run.

Delete connector​

To remove a connector and stop automatic synchronization:

  1. In the Connectors settings tab, select the checkbox next to the connector you want to delete.
  2. Click Delete.
  3. Confirm the deletion when prompted.

note

Deleting a connector stops future synchronization but does not remove documents that have already been imported into the collection.

Understanding sync status​

Each connector displays a status indicator showing the current state of synchronization.

StatusDescription
PendingSync is scheduled but has not started yet.
RunningSync is currently in progress. Documents are being checked and imported.
CompletedLast sync finished successfully. All detected changes have been processed.
FailedLast sync encountered an error. Check the connector details for more information.
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