Kustomer
This page describes how to use Census with Kustomer
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This page describes how to use Census with Kustomer
Last updated
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In this guide, we will show you how to connect Kustomer to Census and create your first sync.
Prerequisites
Have your Census account ready. If you need one, now.
Have your Planhat account ready.
Have the proper credentials to access to your data source. See our docs for each supported data source for further information:
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In your Kustomer account:
Navigate to Settings > Security > API Key
[KUSTOMER_DOMAIN].kustomerapp.com/app/settings/api_keys
Create an API Key with the following permissions:
org.admin.klass.read
org.user.kobject.read
org.admin.metadata.read
org.admin.search.read
org.user.customer.write
org.user.kobject.write
org.permission.customer
org.permission.company
Hold onto this API Key for the next section, you'll need it!
In Kustomer, once a token is created, it will be created with those scopes and it is immutable. If there is a permission change, you will need to create a completely separate API key. Make sure to copy and store it securely once generated.
Click the New Destination button.
Select Kustomer in the dropdown list.
Paste your Kustomer account's API Key. Save your connection and if everything is set up correctly, you should see a successful connection test verifying the connection.
Object Name
Supported?
Sync Keys
Customer
✅
External Id, Default Customer Email, Custom Fields
Company
✅
External Id, Custom Fields
Behaviors
Supported?
Objects
Update or Create
✅
All
More on Kustomer's API permission scopes .
Head back to Census and navigate to .
if you want Census to support more objects for Kustomer.
Learn more about all of our sync behaviors in our documentation.
if you want Census to support more Sync behaviors for Kustomer.
​ via support@getcensus.com or start a conversation with us via the chat.