Customer.io

  • 3 minute(s) read
Prev Next

Customer.io is a marketing automation platform that focuses on enabling personalized communication based on user behavior. It allows businesses to send targeted messages and emails to their users based on specific events, actions, or attributes, helping them create more engaging and tailored user experiences.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Customer.io's official documentation to see all available endpoints from the Customer.io API.

Authorize Connection to Customer.io

In Customer.io

To authorize your Customer.io account, you will need an API key (= API token).

  1. Log in to your Customer.io account as an admin or workspace manager.
  2. Navigate to Settings and continue to Account Settings.
  3. In the API Credentials section, switch to the App API Keys tab.
  4. Click on Create App API Key and copy the generated API key.

In Dataddo

  1. On the Authorizers page, click on Authorize New Service and select Customerio.
  2. Fill in the Customer.io API key and select your region.
  3. Rename your authorizer for easier identification and click on Save.

Authorization

Provide your App API Key and label it. The label can be anything you will easily recognize and remember.
You can find all of your API authentication information in your Customer.io Account Settings. The Tracking API uses HTTP basic authorization. The App API uses bearer authorization, and you can generate tokens supporting different scopes.

How to Create a Customer.io Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
    DATADDO TIP

    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
      DATADDO TIP

      To load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources