Overview
Prerequisites
- Qualios account
- API credentials with read access
Getting Your API Credentials
- Contact your Qualios administrator
- Request API access credentials
- Note any workspace or project identifiers
Configuration
Required Fields
Optional Fields
Setup Steps
- Navigate to Knowledge → Sources
- Click Create Source
- Select Qualios as the source type
- Enter your API credentials
- (Optional) Configure status filtering
- Click Save
- Click Sync to start importing
What Gets Imported
Qualios documents including:Document Structure
Qualios documents are imported with:Filtering by Status
Import only documents with specific statuses:draft- Work in progressin_review- Pending approvalapproved- Approved documentspublished- Published and activearchived- Historical documents
Sync Behavior
- Initial Sync: Imports all matching documents
- Incremental Sync: Updates modified documents
- Version Tracking: Detects document version changes
Use Cases
Quality Management
- Import SOPs for AI-assisted compliance queries
- Enable self-service for quality procedures
- Support audit preparation
Training Support
- Import work instructions for training
- Enable quick access to procedures
- Support onboarding processes
Troubleshooting
Authentication Error
Authentication Error
- Verify your API credentials are correct
- Check credentials haven’t expired
- Ensure the API user has document read permissions
No Documents Imported
No Documents Imported
- Check you have documents in Qualios
- Verify status filters aren’t too restrictive
- Review sync history for specific errors
Missing Content
Missing Content
- Check document permissions in Qualios
- Verify the API user can access the documents
- Review document status (drafts may be excluded)
Related Documentation
- Public API v1 Reference - Complete API documentation
- Knowledge Connectors - All available connectors
- Knowledge Source Management - Source configuration
