How do I configure a new data connector?

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Penmaen Software · How do I configure a new data connector?

Customer seeking guidance on configuring a new data connector and validating data flow. Support provided clear validation steps using admin panel and test search.

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What happened

What this says

As at Fri 9 Oct 2026

Customer seeking guidance on configuring a new data connector and validating data flow. Support provided clear validation steps using admin panel and test search.

Problem: Ffion asked how to add a connector to another system and verify it was working correctly. Handling: Connor explained the validation approach: checking the records indexed count rising in the admin panel and running a test search to confirm data retrieval. This shows the customer is expanding their connector footprint to bring in additional data sources.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)148

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created · Ffion Rees 17 Sep 2025 12:12
Hi, we're trying to add a connection to another system. We've read the documentation but want to make sure we get it set up correctly. What's the best way to validate that the connection is working properly before we start relying on the data? Thanks, Ffion
Public reply · Connor Webb 17 Sep 2025 14:40
Hi Ffion, good question. Once you've added the connector and it's pulling data, the easiest way to validate is to check the records indexed in the admin panel. You should see the count rising if data is flowing. Then run a test search to confirm you can find records from that system. If you get results, you're good to go. Let me know if you hit any issues. Thanks, Connor
Status change · Connor Webb 13 Oct 2025 11:42
Status change · 17 Oct 2025 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help