Client files connector not pulling records

Ticketclosed

Yealmpton Accountants · Client files connector not pulling records

Client files connector showed as connected but returned no records after setup. Closed 26 Oct 2024 after a first response of 156 minutes.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Client files connector showed as connected but returned no records after setup. Closed 26 Oct 2024 after a first response of 156 minutes.

Problem: The client files connector showed as connected, but no records came through after setup.

Handling: Bethan Lister asked Zoe Hocking to reconnect the connector and report the status.

Watch: The evidence does not show the outcome of the reconnect or the root cause, though the ticket was closed on 26 Oct 2024.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryconnector_sync

Channelweb

First response (min)156

CSAT2

Helpdeskmade from

Trail

created · Zoe Hocking 8 Oct 2024 15:42
Hello, the client files connector isn't pulling anything through. We set it up last month and the search has returned nothing from the client folders since. Could you tell me what has gone wrong? Thanks, Zoe
Public reply · Bethan Lister 8 Oct 2024 18:18
Hi Zoe, just so I've got this right: the client files connector shows as connected, but no records have come through since setup. Thanks for flagging it. I've picked this up and I'm going to reproduce it on our side before changing anything. Can you try reconnecting the connector and tell me what the status shows afterwards? Thanks, Bethan
Status change · Bethan Lister 22 Oct 2024 10:07
Status change · 26 Oct 2024 23:59

Helpdeskmade from

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

Help & Support

Open as a page

Help & Support

B-Viz 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-Viz 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-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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-Viz is the tool that reads its data.

Who to contact

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

Help