Q: How do I integrate Heptabase with Zotero?
To integrate Heptabase with your Zotero account:
Go to Tag Database > Add > Connect to Zotero or Settings > Connections > Zotero > Connect.
Log in to your Zotero account and grant the necessary permissions.
Q: Why don’t I see PDF files after syncing with Zotero?
Heptabase syncs directly with your Zotero Web Library. If your PDFs are missing, please first check your Zotero Web Library to ensure the files have been successfully uploaded there.
Once you confirm the new files are in your Web Library, return to Heptabase and click Re-sync to import them.
Q: How does Zotero sync work?
Heptabase and Zotero perform a one-way sync based on collections. When initiated, Heptabase checks the selected collections in your Zotero Web Library for any new sources or data changes and syncs them accordingly.
Note: Heptabase does not sync with Zotero automatically or on a periodic schedule. To update your data, you must manually trigger the sync via the Tag Database > Zotero Integration tag group or from your Settings.
Q: What Zotero data is imported into Heptabase?
In addition to bibliographic data being converted into source cards, all PDFs, images, videos, notes, and annotations within your selected collections are imported into Heptabase. This applies regardless of whether they are standalone items or attached to a parent item.
Q: What happens if I click "Disconnect" in Zotero Settings?
When you click Disconnect, you will be prompted to choose whether to permanently delete all data imported from Zotero (including source cards, PDFs, and highlights) or keep it.
If you choose to keep the data, all your information and associated tags will remain intact, allowing you to continue using them seamlessly if you decide to reconnect in the future.
Known limitations in the first version of Zotero integration
You can't see any source cards on the mobile app.
You can't drag source cards onto whiteboards.
You can't see source cards as backlinks.
You can't chat with source cards.
We will support them in the following updates.