Set up credentials
1
Open API Credentials
Sign in to Customer.io and go to Settings > Account Settings > API
Credentials (in newer accounts, Settings > Workspace Settings > API and
Webhook Credentials).
2
Create Track API credentials
Under Track API Keys, click Create Track API Key. Give the
credentials a name and select the workspace they belong to.
3
Copy the Site ID and API Key
Click Create Track API Key to generate the pair, then copy the
Site ID and API Key.
The Track API Key is used as the password and the Site ID as the username
for basic authentication. Store the key securely.
Connect to Adapt
1
Open Integrations
In Adapt, go to Settings > Integrations.
2
Find Customer.io
Search for Customer.io and select it from the catalog.
3
Start the connection
Click Connect to open the connection form.
4
Add your credentials
Enter the values you gathered above, then click Add connection:
You can rename the connection and choose whether it is shared with your
organization or kept personal to you.
5
Test the connection
Ask Adapt to look up a customer profile.
Security
- Credentials are encrypted at rest with AES-256
- Use a separate set of Track API credentials for each integration
- Optionally restrict API access with an IP allow list on the Manage API Credentials page
- Never share your Site ID and API Key or commit them to source control