Integrating Customer.io

Capabilities

DataGrail's Customer.io integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Customer.io User Role: Admin

Get Customer.io App API Key

1. Log in to Customer.io.
2. In the top right corner, select your User and then Account Settings.
3. Navigate to API Credentials.
4. Select the App API Keys tab.
5. Select Create App API Key, and enter a Name and Workspace.
6. Select Create App API Key.
7. Copy the App API Key and store it in a secure, temporary location.

Get Tracking API Key

Required for Deletion

Tracking API credentials are optional for this integration, but required for deletion requests.

1. In Customer.io, navigate back to API Credentials.
2. Select the Tracking API Keys tab.
3. Select Create Tracking API Key, and enter a Name and Workspace.
4. Select Create Tracking API Key.
5. Copy the Site ID and Tracking API Key. Store them in a secure, temporary location.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Customer.io.
2. Enter the App API Key, and if applicable the Site ID and Tracking API Key.
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Customer.io integration uses the REST API v1:

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.