Confluence
Overview
The Confluence Integration enables seamless access to organizational knowledge by connecting your platform with Confluence. It allows users to retrieve, manage, and synchronize documentation, knowledge base articles, and content efficiently. This integration is specifically designed for Content Management capability, ensuring centralized access to structured information.
Prerequisites
Ensure the following requirements are fulfilled before initiating the integration:
An active Confluence Admin account with appropriate permissions.
Valid Confluence Domain, Username, and API Key.
Access to the platform (TheLoops) with Admin role privileges.
Best practices
Use Active Browser Session: If you are already logged into Confluence in the same browser, authentication may complete seamlessly.
Secure API Key Management: Always store API Keys securely and avoid sharing them across unauthorized users.
Validate Integration Post Setup: Perform a Test Connection immediately after setup to ensure proper configuration.
Monitor API Key Expiry: Track API Key validity and update proactively to prevent integration failures.
Ensure Proper Permissions: Use an Admin account with appropriate access rights to avoid authentication issues.
Setup Instructions
Initiate Integration
Log in to TheLoops using an Admin account.
Navigate to Settings → Integrations module.
Click on the “+ Add Integration” button.
Search for Confluence integration and open it.
Configuration
In the Basic tab, enter a suitable Integration Name.
Confluence supports only Content Management capability, which is selected by default.
Click on the Next button.
Authentication
On the Authentication tab, enter the following details:
Username
API Key
Confluence Domain
Click on the Connect button.
Upon successful authentication:
The integration will be added successfully.
A success message will be displayed.
Verification
Navigate back to the Integrations module.
Verify that the newly added integration appears at the top of the list.
Click on the Test Connection icon (beside the delete icon).
If the test connection is successful, a confirmation message will be displayed, indicating that the integration is configured correctly.
Token Management (API Key-Based Authentication)
Overview
The Confluence integration uses API Key-based authentication (non-OAuth). If the API Key is revoked manually or expires, the integration will fail during Test Connection. In such cases, the API Key must be regenerated and updated in the integration.
API Key Regeneration & Update Steps
Log in to your Atlassian account with Admin credentials.
Navigate to Security → Create API Token.
In the Create API Token popup:
Enter a suitable name for the token.
Set an expiry date.
Click Create.
Copy the generated API Key and store it securely.
Go to TheLoops → Settings → Integrations.
Locate the Confluence integration to be updated.
Click the Test Connection icon; if it fails, it indicates that the token has expired.
Click on the Edit icon (beside the delete icon).
Navigate to the Authentication tab.
Enter the new API Key in the respective field and click Update.
A success message will confirm the update.
Perform Test Connection again to verify successful configuration.
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