> ## 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.

# Vitally

> Connect Vitally to sync accounts, notes, tasks, meetings, and meeting transcripts

Connect Vitally to Realm to make customer accounts, notes, tasks, meetings, and meeting transcripts searchable. Navigate to **Settings** > **Data sources** and click **Connect** on Vitally, or click **Reconnect** if already connected.

## Connecting Vitally

Connect Vitally using an API key. On the data source page, enter:

1. **API key**
2. **Subdomain** - Your Vitally subdomain
3. **Region** - US or EU

## What gets synced

| Content                                                | Synced |
| ------------------------------------------------------ | ------ |
| Accounts (with health scores, MRR, NPS, custom traits) | Yes    |
| Notes                                                  | Yes    |
| Tasks                                                  | Yes    |
| Conversations (metadata only, not message bodies)      | Yes    |
| Meetings                                               | Yes    |
| Meeting transcripts                                    | Yes    |

## Permissions

All synced Vitally data is visible to all Realm users.