GUIDEcx
Client onboarding and implementation project platform for B2B teams.
- Category
- Support & Feedback
- Type
- Customer onboarding
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- GUIDEcx API docs
02Data
What you can sync.
- Projects
- Tasks
- Milestones
- Customers
- Users
Let an AI Mind read GUIDEcx projects with the rest of your data and answer what customers ask about most.
Need more? Name any other GUIDEcx data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
GUIDEcx uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in GUIDEcx if you need help.
04How it works
How it works in DataMind.
-
Pick GUIDEcx.
Open Lake, pick GUIDEcx in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the GUIDEcx API docs.
-
Answer a few questions.
The AI reads the GUIDEcx documentation, then asks which credentials you will use, which data to sync (for example projects and tasks), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then GUIDEcx data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
