This page describes how to use Census with Customer.io.
In this guide, we will show you how to connect Customer.io to Census and create your first sync.
- Have your Customer.io account ready.
To connect Census to your Customer.io, you'll need to provide Census with a few credentials so that we can talk to it directly.
In the top right, click on your name, and select Account Settings
Then select API Credentials
Click the Create New API Credentials button in the top right.
It's important to note that there are two types of API keys here: Track API Keys and App API Keys. Track API Keys are used to send behavioral tracking activity. App API Keys are used for triggering messages and broadcasts, as well as retrieving data from your workspace. For a more in-depth explanation, check out Customer.io's docs here. \
Tracking API Keys
App API Keys
Then, give the new credentials a name. It can be whatever you like, but give it something memorable so you know this key is used by Census. If you're using Customer.io's workspaces feature, you'll want to specify which workspace to use. If you want to connect Census to multiple workspaces, you'll need to create credentials for each one.
When you hit save, you'll return to the list of credentials. Make a note of the Site ID and API Key. You'll need to provide them to Census.
- Visit the Connections tab in Census
- Then select Customer.io from the Add Service menu
Finally, provide the Site ID and both API Keys you just created on Customer.io. You can name the connection something memorable. This is particularly useful if you're going to create multiple connections, one for each Customer.io workspace. In that case, include the Customer.io workspace name here.
Customer.io will now appear as a new destination for Census syncs. 🎉
Customer.io is a destination with a fast API that can burst all the way to 600 api calls per second but usually we set a conservative 150 calls per second.
Customer.io strongly prefers the ID field to be used as the identifier for a Person record and recommends using your internal ID when possible. If you plan to use the email field, make sure your workspace has enabled Using email as an identifier. You can read more about Customer.io's identifier guidelines here.
There are a few unique features available when syncing to a Customer.io instance.
- Events are unique (literally!). Census will only send new database rows to Customer.io and so Events only support the Append Only behavior for syncs. In order to make sure an event is only ever published once, each row in your events source needs a globally unique ID.
- All objects support arbitrary custom fields.
- If you are creating a sync for the first time:
- Go to the
Which properties should be updated?section and click Add Mapping at the bottom, and then click Create new field. Then, type in the name of the custom field as it appears in your Customer.io instance and hit Save. After that, you can select the field from your source that you want to send into that the Customer.io custom field.
- If you are editing an existing sync's mapping:
- Go to the sync's Configuration tab and in the
Mapped Fieldssection, click Edit, click Add Mapping at the bottom, and then click Create new field. Then, type in the name of the custom field as it appears in your Customer.io instance and hit Save. After that, you can select the field from your source that you want to send into that the Customer.io custom field.