> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withrealm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Data sources

> Connect your workplace tools so Realm can search and reference their content

Data sources sync knowledge into Realm's search engine so users can find and use it across search, chat, agents, and RFPs. Navigate to **Settings** > **Data sources** to connect and manage your sources.

<Note>
  **Data sources vs Tools:** Data sources sync knowledge *into* Realm. Tools let agents act *outward* by performing actions in external systems. See [Tools](/admin/tools) for more.
</Note>

## Available data sources

Realm has native data sources for 20+ common workplace tools:

<CardGroup cols={3}>
  <Card title="Slack" icon="slack" href="/admin/data-sources/slack">
    Messages, files, and threads
  </Card>

  <Card title="Google Drive" icon="google-drive" href="/admin/data-sources/google-drive">
    Docs, Sheets, Slides, PDFs
  </Card>

  <Card title="HubSpot" icon="hubspot" href="/admin/data-sources/hubspot">
    CRM data and content
  </Card>

  <Card title="Salesforce" icon="salesforce" href="/admin/data-sources/salesforce">
    Accounts, opportunities, contacts
  </Card>

  <Card title="Jira" icon="jira" href="/admin/data-sources/jira">
    Issues, epics, comments
  </Card>

  <Card title="Confluence" icon="confluence" href="/admin/data-sources/confluence">
    Pages, blogs, files
  </Card>

  <Card title="Zendesk" icon="ticket" href="/admin/data-sources/zendesk">
    Tickets and knowledge base
  </Card>

  <Card title="SharePoint" icon="microsoft" href="/admin/data-sources/sharepoint">
    Documents and sites
  </Card>

  <Card title="Freshdesk" icon="headset" href="/admin/data-sources/freshdesk">
    Tickets and service management
  </Card>

  <Card title="Notion" icon="n" href="/admin/data-sources/notion">
    Pages and databases
  </Card>

  <Card title="Intercom" icon="intercom" href="/admin/data-sources/intercom">
    Conversations and tickets
  </Card>

  <Card title="Web pages" icon="globe" href="/admin/data-sources/web-pages">
    Any public website
  </Card>

  <Card title="GitHub" icon="github" href="/admin/data-sources/github">
    Repos, issues, and pull requests
  </Card>

  <Card title="Gong" icon="phone" href="/admin/data-sources/gong">
    Call recordings and transcripts
  </Card>

  <Card title="Linear" icon="diagram-project" href="/admin/data-sources/linear">
    Issues and projects
  </Card>

  <Card title="Teams" icon="microsoft" href="/admin/data-sources/teams">
    Messages and channels
  </Card>

  <Card title="Coda" icon="file" href="/admin/data-sources/coda">
    Docs and tables
  </Card>

  <Card title="Azure DevOps" icon="microsoft" href="/admin/data-sources/azure-devops">
    Work items and repos
  </Card>

  <Card title="Slab" icon="book" href="/admin/data-sources/slab">
    Knowledge base pages
  </Card>

  <Card title="Chorus" icon="phone" href="/admin/data-sources/chorus">
    Call recordings and transcripts
  </Card>

  <Card title="Clari" icon="phone" href="/admin/data-sources/clari">
    Call recordings and transcripts
  </Card>

  <Card title="Vitally" icon="chart-line" href="/admin/data-sources/vitally">
    Accounts, notes, and tasks
  </Card>

  <Card title="API data source" icon="code" href="/admin/data-sources/custom-api">
    Push documents from any system
  </Card>
</CardGroup>

<Tip>
  Don't see the tool you need? Contact [support@withrealm.com](mailto:support@withrealm.com). We're always adding new data sources.
</Tip>

## Permissions

Realm's search is permission-aware. For sources like Slack, Google Drive, and SharePoint, Realm syncs the full permission structure, including nested groups and role-based access. Users can only see search results and chat responses based on data they should have access to in the original system.

Due to API limitations, some data sources, such as HubSpot and Notion, use user-level access checks (i.e. the user has a matching account) rather than document-level permissions.

You can also override permissions per data source and make all synced data visible to everyone in your organization. This is configured on each data source's settings page.

For more details, see the [Security](/admin/security#permission-model) page.

## Sync frequency

Realm periodically refreshes each data source to keep results up to date. Sync frequency varies by source:

| Frequency             | Sources                                                      |
| --------------------- | ------------------------------------------------------------ |
| **Continuous (push)** | Slack, Teams, GitHub                                         |
| **Every few minutes** | Zendesk, Google Drive, SharePoint, Jira, Salesforce, HubSpot |
| **Hourly**            | Other sources (Confluence, Gong, etc.)                       |

The initial sync for a new data source can take anywhere from a few hours to several days depending on data volume. Once the initial sync completes, subsequent syncs are incremental and much faster.

## User-uploaded files

Users can upload their own files from the **Knowledge** page. Uploaded files can be private or shared with the organization. Shared files appear in the "Shared files" folder under Knowledge and are searchable by all users.

## Sync issues

If a data source has been disconnected, the connector page will show a warning and prompt you to reconnect. If a sync has failed for other reasons and hasn't completed for multiple days, reach out to Realm. We're happy to help. Sync issues like this can often require action on our end.
