Prerequisites

Before we get started, make sure you have:

• Ensure you have an active Daton account.
• Ensure you have an active Kustomer CRM account.

Step 1: Generate the Kustomer CRM API Key

• Log in to your Kustomer CRM account.
• Navigate to the Settings > Security > API Keys section in settings.
• Generate a new API Token / API Key

Step 2: Assign Role Permissions to the API Key

• While creating or editing the API Key, assign the required role permissions.
• Make sure the roles include access to the data needed for different KPIs.
• Grant appropriate permissions to ensure the API can fetch data successfully.
• When creating a new key, you have to select API role and apply a descriptive label to it because roles are useful for limiting the operations requests that can be performed using that key.
• For detailed instructions to generate API and apply roles to the API Key, refer to the official Kustomer Authentication and API Keys documentation in the Kustomer Help Center. 

To understand why specific permissions are required for different KPIs and how to configure them correctly, refer to the API Keys guide in the Kustomer Help Center.


N.B: Before assigning permissions to the API key, please review the schema documentation under Schema Information to understand which permissions are required for each API endpoint. You can find the details in the attached official documentation link.

Integrate Kustomer with Daton

1. Log in to your Daton account and search for Kustomer in the list of Connectors, then click Configure.
2. Enter the following details and click Authenticate:
   1. Integration Name
   2. Replication Frequency 
   3. Replication Start Date
      Note that the Integration Name will be used to create the integration tables and cannot be modified later.

    3. Provide the Kustomer API Key in Kustomer API key section and click authenticate:

4.After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click Next.
 

5.Select the required fields for each table and click Submit.

6.Note that you will be prompted to select the destination for your integration.

7.Select the destination for your integration and click Confirm. An integration successful message will be displayed.

Important Note