Customer.io

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Overview

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Installation Instructions

1. Navigate to your Customer.io Dashboard
   .
2. On the left sidebar of the dashboard, click on Data & Integration and then on Integrations.

3. Under the Directory-tab, type in customer.io.
4. Click on Customer.io API labeled Data In.

5. Copy the API Key, you will need it later.

6. In the Converge sidebar, click on
   Event streams
   and then click Create new Destination.
7. Select the Customer.io destination and click Next.
8. Give your destination a name (e.g. Customer.io Destination) and click Next.
9. Fill in the Private API Key you copied from Customer.io and click Test Connection.
10. Back in the Customer.io dashboard, click on Test Connection
11. Click on Complete Setup

12. Back in the converge, click click Next.
13. Select Use default mapping and click Next.
14. Select the sources you want to forward events from, then click Next.
15. Review any issues and click Submit.

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Converge functionality