Authorisation
When you connect a tool, you authorise access in one of two ways:- Sign-in (OAuth) - you sign in to the tool and approve access. Vivacity never sees your password, and access can be revoked from either side.
- API key - for tools without sign-in flow, you paste a key. Vivacity stores it encrypted and uses it only for the access you granted.
Syncing
First sync (baseline)
Vivacity reads your recent history to learn what’s normal. This takes a few minutes for most accounts; large histories take longer.
Scheduled refresh
After that, Vivacity refreshes on a schedule so your briefings and answers stay current.
Connection states
| State | Meaning |
|---|---|
| Connected | Working and syncing normally. |
| Syncing | A sync is in progress (first sync or refresh). |
| Reconnect required | Access expired or was revoked - open the connector and select Reconnect. |
| Manual fallback | A direct connection isn’t available yet; import the data manually for now. |
Reconnecting
Access can expire or be revoked by the tool (a password change, a removed permission). When that happens you’ll see Reconnect required and a prompt. Reconnecting restores the link - your history is kept, nothing is lost.Rate limits & large accounts
Vivacity respects each tool’s API limits and backs off politely, so a big first sync won’t disrupt your tool. Very large histories simply take a little longer to fully load.Having trouble?
Connection issues, expired access and sync delays - fixes here.