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# Linking Chatwoot as a source - Docs

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# Linking Chatwoot as a source - Docs

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Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

`npx @posthog/wizard warehouse`

[Learn more](/wizard.md)

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**Alpha release**

This source is currently in **alpha**. The interface and available tables may change.

The Chatwoot connector syncs your customer support data – conversations, messages, contacts, inboxes, agents, teams, and more – into PostHog, whether you use Chatwoot Cloud or a self-hosted instance.

## Prerequisites

You need a Chatwoot account and a user API access token. Use an **administrator's** token: agent tokens only see conversations in their assigned inboxes, and only administrators can manage webhooks (needed for real-time syncing).

## Adding a data source

1.  In PostHog, go to the [Sources tab](https://app.posthog.com/data-management/sources) of the data pipeline section.
2.  Click **\+ New source** and click **Link** next to this source.
3.  Enter your credentials (see [Configuration](#configuration) below) and click **Next**.
4.  Select the tables you want to sync, choose a sync method and frequency, then click **Import**.

Once the syncs are complete, you can start querying this data in PostHog.

You need three things to connect Chatwoot:

1.  **API access token**: in Chatwoot, click your avatar, open **Profile settings**, and copy the token under **Access token**.
2.  **Account ID**: the number in your Chatwoot URL, e.g. `app.chatwoot.com/app/accounts/<account ID>`.
3.  **Instance URL** (self-hosted only): your Chatwoot instance URL, for example `https://chatwoot.example.com`. It must use HTTPS. Leave this empty for Chatwoot Cloud.

## Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

-   **Webhook** (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
-   **Incremental** – only new or updated rows are synced on each run, using a cursor field (such as an `updated_at` timestamp). Cheaper than a full refresh, but deletes aren't captured.
-   **Append only** – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
-   **Full refresh** – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See [sync methods](/docs/cdp/sources.md#sync-methods) for a full explanation of how each mode works and how to choose between them.

Chatwoot's API has no "updated since" filter, so scheduled syncs are always full refreshes. For the `conversations` and `messages` tables we recommend **webhook sync**: after an initial backfill, Chatwoot pushes changes to PostHog in real time, which is both fresher and much cheaper than re-walking the API on every sync. This matters most for `messages`, which is fetched one conversation at a time, so full refreshes on large accounts issue at least one request per conversation.

## Webhooks for real-time syncing

When you select the webhook sync method for `conversations` or `messages`, PostHog creates the webhook in your Chatwoot account automatically (this requires an administrator token). Recent Chatwoot versions sign webhook deliveries with a per-webhook secret, which PostHog verifies; the secret is captured automatically when the webhook is created.

To set the webhook up manually instead: in Chatwoot, go to **Settings → Integrations → Webhooks**, add the webhook URL shown in PostHog, and subscribe to the conversation and message events. Older self-hosted Chatwoot versions don't sign deliveries – in that case, enable the signature bypass toggle on the webhook function in PostHog.

## Configuration

| Option | Type | Required |
| --- | --- | --- |
| Chatwoot instance URL | text | No |
| Account ID | text | Yes |
| API access token | password | Yes |

## Supported tables

| Table | Description | Sync method | Incremental field | Primary key |
| --- | --- | --- | --- | --- |
| conversations | One row per conversation. The id column is Chatwoot's per-account display id. | Webhook, Full refresh | — | — |
| messages | Conversation messages, fetched per conversation — a full sync issues at least one request per conversation, so large accounts can take a while. Webhook sync avoids the re-walk after the initial backfill. | Webhook, Full refresh | — | — |
| contacts | Contacts with an email, phone number, or identifier. Chatwoot's contact list excludes anonymous web-widget visitors. | Full refresh | — | — |
| inboxes | A channel through which conversations arrive, such as a website widget, email address, or WhatsApp number. | Full refresh | — | — |
| agents | A user who is a member of the account, including their role and availability. | Full refresh | — | — |
| teams | A group of agents used to organize and assign conversations. | Full refresh | — | — |
| labels | A label that can be attached to conversations and contacts for categorization. | Full refresh | — | — |
| custom_attribute_definitions | Custom attribute definitions for conversations, contacts, and companies. | Full refresh | — | — |

## Troubleshooting

-   **Chatwoot rejected your API access token**: check the token is copied correctly from **Profile settings → Access token** and that its user is a member of the configured account.
-   **Account not found**: the account ID doesn't exist on the configured instance. Check the number in your Chatwoot URL and, for self-hosted instances, the instance URL.
-   **Missing conversations**: agent tokens only see conversations in their assigned inboxes. Reconnect with an administrator's token.
-   **Contacts look incomplete**: Chatwoot's contact list only returns contacts with an email, phone number, or identifier, so anonymous web-widget visitors are not included.

If your sync is failing or data looks wrong, see the [Data warehouse troubleshooting guide](/docs/data-warehouse/troubleshooting.md). If that doesn't help, [contact support](https://us.posthog.com/#panel=support%3Asupport%3Adata_warehouse%3A%3Atrue) – we're happy to help.

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