Integrations
An overview of all integration-related support articles.
General Information
See all articlesInbox groups
Inbox groups let you organize your integrations into named collections. Once created, groups appear across the platfo...
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Add an Integration
This guide walks you through connecting integrations to Tekst. You'll learn how to add providers like Salesforce, Out...
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Update an integration
This article guides administrators through the steps to update integrations effectively within the Tekst platform.
St...
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Troubleshoot integrations
This guide will aid in solving common issues when trying to connect to an integration on Tekst.
OAuth Authorization F...
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Mcp
See all articlesConnect Tekst via Gemini
This guide walks you through connecting the Tekst MCP server to Gemini CLI. Once connected, Gemini can use Tekst tool...
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Tekst MCP Overview
The Tekst MCP integration lets you connect your Tekst workspace to AI assistants like Claude, Google Gemini, and Micr...
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Tekst MCP Usage Examples
This article provides practical examples of how to use the Tekst MCP integration with your AI assistant. Each example...
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Tekst MCP Troubleshooting
This article covers common issues you may encounter when using the Tekst MCP integration, and how to resolve them.
Au...
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Connect Tekst to Microsoft Copilot Studio
This guide walks you through connecting the Tekst MCP server to a Microsoft Copilot Studio agent. Once connected, you...
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Connect Tekst via Claude
Tekst provides a remote MCP server that gives your AI assistant direct access to your Tekst data. This means you can ...
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SAP S/4HANA
See all articlesCreate a Sales Order with the Create Sales Order Block
The Create Sales Order block creates a sales order in your SAP S/4HANA system directly from an automation flow. Use i...
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Set Up the SAP BTP Role and Service Key for Tekst
This guide is for your SAP BTP administrator. It explains how to create the role and service key that let Tekst call ...
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Deploy the Tekst iFlow Package in CPI
Tekst provides an iFlow package that you deploy on your own SAP BTP Cloud Integration (CPI) tenant. Once the package ...
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Connect SAP S/4HANA via BTP Service Key
Connect your SAP S/4HANA system to Tekst using SAP BTP service key credentials. This enables Tekst to execute iFlows ...
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Business Intelligence
See all articlesConnect a Looker integration
In this guide we will go through the steps to connect to a Looker integration on the Tekst App.
Setup
Step 1: Navigat...
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Connect a Power BI integration
In this guide we will go through the steps to connect to a Power BI integration on the Tekst App.
Setup
Step 1: Navig...
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Connect a Metabase integration
In this guide we will go through the steps to connect to a Metabase integration on the Tekst App.
Setup
Step 1: Navig...
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Connect a Qlik integration
In this guide we will go through the steps to connect to a Qlik integration on the Tekst App.
Setup
Step 1: Navigate...
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Connect a Tableau integration
In this guide we will go through the steps to connect to a Tableau integration on the Tekst App.
Setup
Step 1: Navig...
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Data Structure
This guide explains the structure of the Tekst data, which is organized into three main tables: `datasources`, `threa...
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FTP
See all articlesSupported file types
The FTP integration picks up the files you drop on it and reads them with the same extraction engine Tekst uses acros...
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Gmail
See all articlesConnect a Gmail integration
This article explains how to add more email integrations to an existing Gmail service account in Tekst.
Prerequisites...
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Infor M3
See all articlesConnect an Infor M3 integration
This article describes the permissions needed to make the integration between Infor M3 and Tekst work.
Prerequisites
...
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Infor M3 Integration Overview
In this guide you will learn how to connect Tekst to your Infor M3 ERP system to automate sales orders, customer look...
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Infor M3 Workflow Examples
This guide outlines how to build automated workflows that connect Tekst AI with Infor M3 to process emails, create or...
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Troubleshooting Infor M3 Integration
This guide will help to resolve common connection, authentication, and order creation issues with the Infor M3 integr...
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Outlook
See all articlesTroubleshoot the Outlook integration
This guide covers the most common problems with the Outlook integration and how to resolve them. For how the integrat...
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Outlook integration: personal vs organization-wide accounts
The Outlook integration connects your Microsoft 365 mailboxes to Tekst so that incoming emails can be read, categoriz...
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Connect an organization-wide Outlook account
An organization-wide Outlook account is the recommended way to connect Microsoft 365 to Tekst. A Microsoft 365 admini...
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Slow shared mailboxes – cause and solution
Some users experience delays when opening, searching, or processing emails in shared mailboxes connected to the Tekst...
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Why does changing the email subject in Outlook create a new thread?
If you change the subject line of an email in an Outlook conversation, Outlook treats the modified message as the sta...
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Restrict Tekst to specific mailboxes
When you connect an organization-wide Outlook account, Tekst is granted application-level access that can reach every...
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Connection methods overview
Tekst supports multiple methods for connecting your communication channels. This article provides an overview of the ...
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Salesforce
See all articlesConnect a Salesforce integration
This guide provides instructions for setting up the configurations to access data from Salesforce and create a Salesf...
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API usage and performance impact
This guide outlines when and how the Salesforce APIs are used to help estimate performance impact.
API usage scenario...
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Real-time access
This guide goes over the three methods for real-time access to new or updates Salesforce objects.
Change Data Capture...
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Revoke Salesforce access
This manual outlines the steps to revoke access to Tekst's Salesforce integration. There are two main techniques. It ...
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Set up Salesforce platform events
Platform events are a native Salesforce feature that lets your org emit a real-time event whenever a case is created ...
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SAP Service Cloud
See all articlesSet up a technical user for OData in SAP Service Cloud
This article explains how to create a dedicated technical user in SAP Service Cloud (C4C) for OData access. This user...
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Real-time SAP Access: Custom Hook
This guide explains how to use a custom hook to enable real-time events from SAP Service Cloud by configuring a webho...
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Create a SAP Service Cloud integration
This guide goes over the possible ways to connect to SAP Service Cloud on the Tekst App.
Prerequisites
The user must ...
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SAP possible actions
In SAP Service Cloud, Tekst can perform various actions when cases are created or updated.
This article outlines the ...
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SAP Service Cloud API Usage
This article explains how Tekst uses API calls with SAP Service Cloud to automate case processing and train AI models...
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Objects and fields used
This article gives an overview of which objects and fields are used (in a default scenario) for SAP Service cloud.
Pl...
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SAP Analytics Cloud
See all articlesCreate a SAC integration
This guide goes over the steps to connect a SAP Analytics Cloud (SAC) integration on the Tekst platform.
Tekst integr...
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Sharepoint
See all articlesTroubleshooting: SharePoint "Authentication check returned false" Error
The "Authentication check returned false" error occurs when Tekst\'s periodic health check fails to verify access to ...
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Connect a SharePoint integration
This guide outlines the steps to connect to a SharePoint integration on the Tekst App.
Prerequisites
Your applicatio...
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Restrict SharePoint access
This guide explains how to restrict access for a service account (with or without own client credentials).
By default...
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Tekst Outlook App
See all articlesTroubleshoot the Tekst side panel in Outlook
If the Tekst side panel does not load in Outlook, this guide helps you find the cause and the change needed to get it...
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How to set up the Tekst Outlook App
This guide walks you through the steps to install and configure the Tekst Outlook App, which allows you to interact w...
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Zendesk
See all articlesConnect a Zendesk integration
This guide will walk you through the process of setting up the Zendesk connector on Tekst.
Setup
Step 1: Navigate to ...
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Supported Zendesk Actions
This article describes the supported Zendesk actions and their configuration options.
Add a comment
This action allow...
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Zendesk Sunshine addition
This guide will walk you through the process of setting up Sunshine support as an addition to Zendesk for Tekst. This...
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Create an automated user in Zendesk
This guide provides instructions to set up a bot user in Zendesk, specifically for integration with Tekst apps. This ...
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