Prerequisites
- Workspace admin integration permission
- VaultRE credentials/config provided by your team
- Network access to complete provider handshake
Setup steps
- Open Integrations.
- Select Connect for VaultRE.
- Enter required credentials/settings.
- Save connection and run validation sync.
Sync expectations
- Connected state should appear in integrations view.
- Relevant records should appear in downstream knowledge/operational surfaces based on workspace configuration.
Retry and recovery
- Authentication failure: re-check credentials and reconnect.
- Connection timeout: retry later and verify provider uptime/network constraints.
- Sync mismatch: compare source records and rerun targeted sync.