Integrations

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Overview

Knowlix connects with external platforms and services to extend system functionality. Available integrations include cloud file storage, geographic mapping, automatic translation, and email client plugins for Gmail and Outlook.

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Cloud Storage

The cloud storage integration offloads file attachments from the Knowlix server to external cloud providers. This reduces server storage consumption and allows organizations to store large files in environments with higher capacity or existing cloud infrastructure.

Note: Knowlix-generated documents (invoices, sales orders, etc.) remain stored on the Knowlix server regardless of this setting. Only chatter attachments and email files are offloaded to cloud storage.

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Google Cloud Storage

Step 1: Create a Service Account

1. Log in to the Google Cloud console.
2. Open the navigation sidebar and go to IAM & Admin > Service Accounts > Create service account.
3. Enter a service account name and complete the creation wizard.
4. Note the service account’s email address for later use.
5. Click the Actions menu on the account, select Manage keys.
6. Go to Add key > Create new key, select JSON as the key type, and click Create.
7. Save the downloaded JSON file securely.

Step 2: Create a Storage Bucket

1. In Google Cloud, go to Cloud Storage > Buckets > Create.
2. Enter a bucket name following Google’s naming guidelines and note it down.
3. Configure the bucket settings as needed and click Create.
4. Click the bucket’s More actions menu and select Edit access.
5. Click Add principal, paste the service account email, assign the Storage Admin role under Cloud Storage, and save.

Step 3: Configure Knowlix

1. Install the Cloud Storage Google module from the Knowlix module catalog.
2. Go to Settings > Cloud Storage.
3. Select Google Cloud Storage as the provider.
4. Enter the Google Bucket Name.
5. Upload the JSON service account key file.
6. Set a Minimum File Size (in bytes) for files to be routed to cloud storage.

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Microsoft Azure Cloud Storage

Step 1: Register an Application

1. In the Azure portal, open App registrations and click New registration.
2. Enter a name, select Accounts in any organizational directory (Multitenant) as the account type, and register.
3. Note the Application (client) ID and Directory (tenant) ID.
4. Click Add a certificate or secret, create a new client secret, and copy the secret value immediately after creation.

Important: Set a client secret expiration of 180 days or less. Update the secret in Knowlix before it expires to prevent connection failures.

Step 2: Create a Storage Account

1. In Azure, open Storage accounts and click Create.
2. Create a new resource group and enter a unique storage account name.
3. Complete the setup and click Create.

Step 3: Create a Container

1. Open the storage account and go to Containers under Data storage.
2. Enter a container name and click Create.

Step 4: Configure CORS In the storage account, select Resource sharing (CORS) and create two rules: Step 5: Assign Role

1. Go to Access control (IAM) on the storage account.
2. Click Add > Add role assignment.
3. Search for Storage Blob Data Contributor and select it.
4. Select the registered application as the member and complete the assignment.

Step 6: Configure Knowlix

1. Install the Cloud Storage Azure module.
2. Go to Settings > Cloud Storage.
3. Select Azure Cloud Storage as the provider.
4. Enter the storage account name, container name, tenant ID, client ID, and client secret.
5. Set a Minimum File Size threshold.

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Geolocation

The geolocation feature enables map views for contacts and records within Knowlix, allowing teams to visualize locations and generate routing information. Enabling geolocation: Go to Settings > Integrations section and activate Geo Localization. Choose between two mapping providers: OpenStreetMap - Free, community-maintained geographic database. No API key required. Data accuracy depends on volunteer contributions and may vary by region. Google Places API - Detailed commercial mapping with business data, points of interest, and address autocomplete. Requires a Google API key and may incur usage costs based on request volume. To use the Google Places API, select it and enter your API key in the provided field.

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Google Translate

The Google Translate integration enables automatic translation of messages in the Knowlix activity feed, helping multilingual teams communicate without leaving the platform.

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Setting Up Google Translate

Step 1: Create a Google Cloud Project

1. Go to the Google API console and sign in.
2. Click Create Project, name it (for example, “Knowlix Translate”), and set the organization.
3. Click Create.

Step 2: Enable the Translation API

1. In the project, click Library in the left menu.
2. Search for Cloud Translation API and open it.
3. Click Enable to activate the API for your project.

Note: Using the Cloud Translation API requires a billing account linked to your Google account.

Step 3: Generate an API Key

1. Click Credentials in the left sidebar.
2. Click Create Credentials > API key and copy the generated key.
3. Optionally restrict the key to specific websites and APIs for security.

Step 4: Configure Knowlix Navigate to Settings > Discuss section and paste the API key into the Message Translation field. Save settings.

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Translating Messages

In any activity feed or chatter, click the … (three-dot) menu on a message and select Translate. The message content converts to your user interface language automatically.

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Mail Plugins

Mail plugins connect your email client directly to Knowlix, letting you create leads, tasks, tickets, and contacts from your inbox without switching applications. Supported clients:

• Gmail (browser-based)
• Microsoft Outlook (desktop and web)

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Gmail Plugin

Enabling in Knowlix: Go to Settings > General Settings > Integrations and activate Mail Plugin. Save the configuration. Installing in Gmail:

1. Open your Gmail inbox.
2. Click the + icon on the right side panel to browse add-ons.
3. Search for the Knowlix mail plugin in the Google Workspace Marketplace.
4. Install the plugin and authorize Gmail access.

Connecting to your Knowlix workspace:

1. Open the Knowlix plugin panel in Gmail.
2. Click on any email to load the sidebar.
3. Click Authorize Access, then Login.
4. Enter your Knowlix workspace URL (use the base domain, not a specific page URL).
5. Click Allow to complete the connection.

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Outlook Plugin

Enabling in Knowlix: Go to Settings > General Settings > Integrations and activate Mail Plugin. Save. Installing in Outlook:

1. In your Outlook inbox, open any email.
2. Click More actions and select Get Add-ins.
3. Go to the My add-ins tab.
4. Under Custom add-ins, click + Add a custom add-in > Add from file.
5. Upload the plugin manifest file.
6. Accept the warning and click Install.

Connecting to your Knowlix workspace:

1. Open any email and click the Knowlix icon (or More actions > Knowlix for Outlook).
2. In the right panel, click Login.
3. Enter your Knowlix workspace URL and log in.
4. Click Allow to authorize the connection.

Add a shortcut: In Outlook settings, go to Customize actions > Mail and enable Knowlix for Outlook to show it directly in the email toolbar. Using the plugin: With an email open, click the Knowlix icon to view the side panel. Click New under Opportunities to create a CRM lead from the email, or use other available actions depending on which modules are active.

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Unsplash Image Library

Unsplash provides access to a library of free stock photography usable throughout Knowlix for blog posts, product images, marketing materials, and website content. Enabling Unsplash:

1. Create or log in to an Unsplash account.
2. Go to your Unsplash applications dashboard.
3. Click New Application, accept the terms.
4. Name the application with a recognizable prefix (e.g., “Knowlix: company-name”).
5. Add a description and create the application.
6. Copy the Access Key and Application ID from the Keys section.
7. In Knowlix, go to Settings > General Settings and enable Unsplash Image Library.
8. Paste the Access Key and Application ID into the corresponding fields.

Note: Non-hosted instances are limited to 50 Unsplash image requests per hour under the test key. Contact Unsplash for production-level access if your usage exceeds this limit.

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Best Practices

Configure cloud storage before your team starts heavy file usage to avoid retroactive migration needs. Restrict Google Translate and Maps API keys to your Knowlix domain to prevent unauthorized usage. Use mail plugins to reduce context switching for sales and support teams who live in their email client. Test integrations with a small group before rolling out to the full organization. Your Knowlix: “Set up Google Translate for our Knowlix workspace” or “Which cloud storage provider is currently active?” or “Show me contacts that have map coordinates configured”