Capabilities
The connector reads the users in your Kustomer organization — your agents,
admins, and machine (automation) accounts. Each user’s permission roles are
carried on their profile, so you get visibility into who holds administrative
access. Machine accounts sync as service accounts so they are easy to tell
apart from people. The connector is read-only.
Gather Kustomer credentials
You need an administrator in Kustomer to create an API key with permission
to read users.
1
Sign in to Kustomer as an administrator.
2
Open Settings > Security > API Keys.
3
Add a new API key and give it a role that can read your organization’s
users (an admin-tier role). Copy the key when it is shown — Kustomer only
displays it once.
Configure the Kustomer connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by C1.Done. Your Kustomer connector is now pulling access data into C1.
1
In C1, navigate to Integrations > Connectors and click Add connector.
2
Search for Kustomer and click Add.
3
Choose how to set up the new Kustomer connector.
4
Set the owner for this connector.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Enter the Kustomer credentials:
- Kustomer API key: the API key you created in Kustomer.
- API base URL (optional): leave this blank to use Kustomer’s standard cloud. Set it only if your organization is on a region- or org-specific Kustomer host.
8
Click Save.
9
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.