CRM connector stopped loading data

Ticketclosed

Garrow Lusk · CRM connector stopped loading data

Kayleigh Roberts reported the CRM connector had stopped updating data, with the last refresh showing data from several days prior. Callie Brennan verified that API credentials were valid but the root cause was not explicitly stated.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Kayleigh Roberts reported the CRM connector had stopped updating data, with the last refresh showing data from several days prior. Callie Brennan verified that API credentials were valid but the root cause was not explicitly stated.

Problem: CRM connector has stalled; data is now stale, several days old. This breaks the core value of the brain. Handling: Callie checked API credentials and found them valid, ruling out the most obvious cause. The ticket shows solved status but resolution is not documented. Watch: This is a high-urgency data freshness issue. If the connector remains broken, the brain becomes unreliable. The root cause beyond credentials needs investigation and resolution.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryconnector_sync

Channelemail

First response (min)201

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Trail

created · Kayleigh Roberts 17 Oct 2023 16:15
The CRM connector appears to have stopped updating. The last refresh shows data from several days ago. We haven't made any changes on our end, so not sure what's happened.
Public reply · Callie Brennan 17 Oct 2023 19:36
I've picked this up. Before we switch on the refresh, I need to check a couple of things with your CRM connection. Can you confirm the API credentials are still valid? Thanks, Callie
Public reply · Kayleigh Roberts 18 Oct 2023 14:55
We've verified the credentials: they're all correct. Not sure what else could be the issue.
Status change · Callie Brennan 25 Oct 2023 17:29
Status change · 29 Oct 2023 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