MultiSource Connector for CSM
The MultiSource Connector for CSM is a quick and effective solution for keeping your Customer Service Management (CSM) Customer Directory up to date. It is built on top of Atlassian’s Forge platform, which provides the foundation for enterprise-grade security, scalability, availability, and performance, enabling a well-architected solution.
With the help of the MultiSource Connector for CSM, you can collect data from various sources, including organization records, customer records, and more.
Here is the current list of available sources and datasets.
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Prerequisite: An active CSM (Customer Service Management) subscription is required to access the CSM Customers feature.
Important Features:
Connect external Sources
Bring crucial information into the CSM from CRM sources
Standard Edition: 1 source
(i.e., Salesforce or HubSpot)
Advanced Edition: multiple sources [Coming Soon]
(i.e., Salesforce and HubSpot, etc.)
One-click record detail creation
Create new record details for Directory Organizations and Customers according to the source data model.
Automated Sync (Hourly and Daily Schedule)
Keep your data up to date. Configure once and let the data flow continuously.
Scalability
A high number of records [Coming Soon]
Currently, CSM supports up to 1000 records.
Test Import
Test your connection, permissions, and data model with a test import to quickly validate the configuration.
Notify Me
Get notified if something goes wrong in an automated way.
Logging
View Logs and Audit Logs for troubleshooting purposes
Hosted on Atlassian’s Forge
Keeps your data always in Atlassian’s platform, ensuring security and data residency.
Integration
Integrates with the following domains:
*.my.salesforce.com
*.hubapi.com
Demo:
coming soon