Haruno Knowledge base

Connectors

Connectors let Haruno work with your mail, calendar, cloud storage and chat accounts. Open Settings, switch one on, sign in, and see where it stands.

  • Mac appAvailable
  • Windows appAvailableEach connector is installed and updated on its own.

A connector lets Haruno reach one of your other tools, such as Google Drive, Gmail or Slack. Once it is connected, you can ask Haruno in a chat to read, search or change things there.

Where to find them

Open Settings ▸ Connectors. Each connector is a card with its logo, a line about what it does, and where it stands. Click a card to open its panel on the right.

The buttons above the list narrow it to one kind of connector. A button shows only when a connector of that kind exists.

Settings ▸ Connectors. The demo shows a few connectors on and the rest off.
The Connectors tab in Settings. Category buttons run along the top. Below them each connector is a card with its logo, a short description and a state such as Connected or Disabled.The Connectors tab in Settings. Category buttons run along the top. Below them each connector is a card with its logo, a short description and a state such as Connected or Disabled.

What you can connect

KindConnectors
Storage and filesOffice files, Google Drive, Dropbox, OneDrive, SharePoint
MailGmail, Outlook Mail
CalendarGoogle Calendar, Outlook Calendar
MessagingSlack, Telegram, Discord
NotesNotion
FinanceStellar wallets, Yayoi, 弥生会計 Next

Storage connectors are explained together in Cloud storage. Each has a page of its own: Google Drive, Dropbox, OneDrive, SharePoint and Office files.

Some things have no card

File reading, file preview, web search and the books tools are part of the app. They are always on, so they have no card and no switch.

X, WhatsApp and Git are no longer offered to new users. Someone who already has one keeps its card.

LinkedIn is gone for everyone. See LinkedIn has been removed below.

QuickBooks is not a connector in the Windows app. A company is connected to QuickBooks from Add company ▸ From QuickBooks in the Portfolio.

Turn one on

  1. Open the connector

    Go to Settings ▸ Connectors and click its card.

  2. Switch it on

    Turn on Enable. Haruno downloads what the connector needs. This is also what installs it.

    A connector that is off. Turning on Enable installs it.
    The panel of a connector that is switched off. The status says Disabled and the Enable switch is off.The panel of a connector that is switched off. The status says Disabled and the Enable switch is off.
  3. Sign in

    Press Connect and follow the steps in your browser. Signing in to a connector shows what you will see.

What the state means

State on the cardWhat it means
ConnectedIt is on, signed in and ready. The card also says how many tools Haruno has from it.
DisabledYou switched it off. Your sign-in stays saved.
Not connectedIt is on, but no account is signed in yet. Press Connect.
Enabling…Haruno is downloading and starting it.
Couldn't startIt failed to start. The card says why. Use the re-check button in its panel to try again.
Not signed in yet, or Signed in, not savedYou started adding another account and did not finish.
Haruno has paused this integration for now. Your settings are kept.Haruno has paused the connector. See below.

Each account in a panel has its own state: Connected, Expired, Needs sign-in or Not connected.

A paused connector

Haruno can pause a connector. The card stays, and it says: "Haruno has paused this integration for now. Your settings are kept." The connector cannot be switched on while it is paused, and chats do not get its tools. Nothing is deleted. Remove and disconnecting an account still work.

When the pause ends, the card goes back to normal by itself the next time Haruno checks for updates. Nobody has to install it again.

LinkedIn has been removed

The LinkedIn connector no longer exists in the Windows app. It has no card, and chats cannot post to LinkedIn.

Someone who had LinkedIn connected is signed out of it when Haruno starts, once. Haruno switches it off and deletes what it saved for it on this PC. If it cannot finish, it tries again the next time Haruno starts.

Only a person who had LinkedIn sees a note at the top of the connector list in Settings ▸ Connectors. It reads: "LinkedIn has been removed. Access ends when the token expires, or remove Haruno in your LinkedIn permissions." Press Close and it does not come back.

Haruno does not contact LinkedIn when it signs you out. The permission you gave LinkedIn stays until it expires. A customer who wants it gone now removes Haruno in the permissions of their LinkedIn account.

Updates and removing

Each connector is its own small download with its own version. The panel shows the version and how much space it takes.

Haruno looks for new versions when it starts and about every five minutes after that. It updates the connectors you have switched on. Updating one connector does not touch the others.

Remove in a connector's panel deletes its downloaded files and the account details it saved on this PC. You can add it again later.

Projects remember their connectors

Each project remembers which connectors it uses, so switching projects can switch connectors on or off.

The advanced view

The normal view shows the card and its setup. The advanced view adds two things. Under Tools each tool of a connector can be set to On, Off or Confirm. Confirm makes Haruno ask you each time. The advanced view also lets you add your own servers.

What to tell a customer

Connect only what you need. Each connector can be switched off or removed at any time. Out of the box, Haruno asks before a connector sends, posts, creates or shares something for you.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    What changed
    @@ -0,0 +1,109 @@
    +---
    +title: Connectors
    +summary: Connectors let Haruno work with your mail, calendar, cloud storage and chat accounts. Open Settings, switch one on, sign in, and see where it stands.
    +feature: connectors
    +covers:
    +  - windows-client/docs/integration-connections.md
    +  - windows-client/haruno-webview/web/src/pages/IntegrationConnectionsPanel.tsx
    +  - windows-client/Haruno.Desktop.Core/IntegrationScope.cs
    +  - windows-client/Haruno.Desktop.Services/IntegrationCatalogReconciliationService.cs
    +---
    +
    +A connector lets Haruno reach one of your other tools, such as Google Drive, Gmail or Slack. Once it is connected, you can ask Haruno in a chat to read, search or change things there.
    +
    +## Where to find them
    +
    +Open <Ui>Settings ▸ Connectors</Ui>. Each connector is a card with its logo, a line about what it does, and where it stands. Click a card to open its panel on the right.
    +
    +The buttons above the list narrow it to one kind of connector. A button shows only when a connector of that kind exists.
    +
    +<Shot src="/m/09dde38059cb-windows-connectors-panel-light.png" dark="/m/b3b250f53847-windows-connectors-panel-dark.png" alt="The Connectors tab in Settings. Category buttons run along the top. Below them each connector is a card with its logo, a short description and a state such as Connected or Disabled." caption="Settings ▸ Connectors. The demo shows a few connectors on and the rest off." />
    +
    +## What you can connect
    +
    +| Kind | Connectors |
    +|---|---|
    +| Storage and files | Office files, Google Drive, Dropbox, OneDrive, SharePoint |
    +| Mail | Gmail, Outlook Mail |
    +| Calendar | Google Calendar, Outlook Calendar |
    +| Messaging | Slack, Telegram, Discord |
    +| Notes | Notion |
    +| Finance | Stellar wallets, Yayoi, 弥生会計 Next |
    +
    +Storage connectors are explained together in [Cloud storage](/windows/connectors/cloud-storage/). Each has a page of its own: [Google Drive](/windows/connectors/google-drive/), [Dropbox](/windows/connectors/dropbox/), [OneDrive](/windows/connectors/onedrive/), [SharePoint](/windows/connectors/sharepoint/) and [Office files](/windows/connectors/office-files/).
    +
    +<Callout variant="info" title="Some things have no card">
    +[File reading](/windows/connectors/files-and-media/), [file preview](/windows/connectors/file-preview/), web search and the books tools are part of the app. They are always on, so they have no card and no switch.
    +
    +X, WhatsApp and Git are no longer offered to new users. Someone who already has one keeps its card.
    +
    +LinkedIn is gone for everyone. See [LinkedIn has been removed](#linkedin-has-been-removed) below.
    +
    +QuickBooks is not a connector in the Windows app. A company is connected to QuickBooks from <Ui>Add company ▸ From QuickBooks</Ui> in the Portfolio.
    +</Callout>
    +
    +## Turn one on
    +
    +<Steps>
    +<Step title="Open the connector">
    +Go to <Ui>Settings ▸ Connectors</Ui> and click its card.
    +</Step>
    +<Step title="Switch it on">
    +Turn on <Ui>Enable</Ui>. Haruno downloads what the connector needs. This is also what installs it.
    +
    +<Shot src="/m/16fb15bb8512-windows-connectors-enable-light.png" dark="/m/d0475b761f96-windows-connectors-enable-dark.png" alt="The panel of a connector that is switched off. The status says Disabled and the Enable switch is off." caption="A connector that is off. Turning on Enable installs it." />
    +</Step>
    +<Step title="Sign in">
    +Press <Ui>Connect</Ui> and follow the steps in your browser. [Signing in to a connector](/windows/connectors/signing-in/) shows what you will see.
    +</Step>
    +</Steps>
    +
    +## What the state means
    +
    +| State on the card | What it means |
    +|---|---|
    +| Connected | It is on, signed in and ready. The card also says how many tools Haruno has from it. |
    +| Disabled | You switched it off. Your sign-in stays saved. |
    +| Not connected | It is on, but no account is signed in yet. Press Connect. |
    +| Enabling… | Haruno is downloading and starting it. |
    +| Couldn't start | It failed to start. The card says why. Use the re-check button in its panel to try again. |
    +| Not signed in yet, or Signed in, not saved | You started adding another account and did not finish. |
    +| Haruno has paused this integration for now. Your settings are kept. | Haruno has paused the connector. See below. |
    +
    +Each account in a panel has its own state: Connected, Expired, Needs sign-in or Not connected.
    +
    +### A paused connector
    +
    +Haruno can pause a connector. The card stays, and it says: "Haruno has paused this integration for now. Your settings are kept." The connector cannot be switched on while it is paused, and chats do not get its tools. Nothing is deleted. <Ui>Remove</Ui> and disconnecting an account still work.
    +
    +When the pause ends, the card goes back to normal by itself the next time Haruno checks for updates. Nobody has to install it again.
    +
    +## LinkedIn has been removed
    +
    +The LinkedIn connector no longer exists in the Windows app. It has no card, and chats cannot post to LinkedIn.
    +
    +Someone who had LinkedIn connected is signed out of it when Haruno starts, once. Haruno switches it off and deletes what it saved for it on this PC. If it cannot finish, it tries again the next time Haruno starts.
    +
    +Only a person who had LinkedIn sees a note at the top of the connector list in <Ui>Settings ▸ Connectors</Ui>. It reads: "LinkedIn has been removed. Access ends when the token expires, or remove Haruno in your LinkedIn permissions." Press <Ui>Close</Ui> and it does not come back.
    +
    +Haruno does not contact LinkedIn when it signs you out. The permission you gave LinkedIn stays until it expires. A customer who wants it gone now removes Haruno in the permissions of their LinkedIn account.
    +
    +## Updates and removing
    +
    +Each connector is its own small download with its own version. The panel shows the version and how much space it takes.
    +
    +Haruno looks for new versions when it starts and about every five minutes after that. It updates the connectors you have switched on. Updating one connector does not touch the others.
    +
    +<Ui>Remove</Ui> in a connector's panel deletes its downloaded files and the account details it saved on this PC. You can add it again later.
    +
    +<Callout variant="tip" title="Projects remember their connectors">
    +Each project remembers which connectors it uses, so switching projects can switch connectors on or off.
    +</Callout>
    +
    +## The advanced view
    +
    +The normal view shows the card and its setup. The advanced view adds two things. Under <Ui>Tools</Ui> each tool of a connector can be set to **On**, **Off** or **Confirm**. Confirm makes Haruno ask you each time. The advanced view also lets you add your own servers.
    +
    +## What to tell a customer
    +
    +Connect only what you need. Each connector can be switched off or removed at any time. Out of the box, Haruno asks before a connector sends, posts, creates or shares something for you.