customer.io

Adding customer.io Credentials to Tellescope

You will need to provide Tellescope with two credentials to support our integration

1. Webhook Signing Secret

In Workspace settings, click API and webhook credentials. Then, click the "Webhook Signing Key" tab to locate key 1.

2. API Key

Navigate to Data & Integrations > Integrations. Click the Connections tab. Search for the "Customer.io API" box and click it to proceed. 

You may see a "Tellescope" option advertised in the directory, but it is just a promotional page for our integration. To actually get an API key, you should use the "Customer.io API" box option.

In the Overview tab for the integration, you may need to expand the installation instructions. You should see an example code box with a curl script. The value following "Authorization: Basic " is the second key that Tellescope needs.

NOTE: In our testing, customer.io listed an API key above the example curl script which was different and which did not work

Adding to Tellescope

With both the credentials found in the steps above, go to the Integrations page in Tellescope, find the customer.io card. Click it to add the credentials and press save to save them.

Tellescope will send a test event to validate your credentials. If you navigate to the "Data in" tab of your Integration in customer.io, you should see an Identify entry listed with "user id" as "tellescope". If you don't, you will need to disconnect and reconnect customer.io with valid credentials.

Syncing Tellescope Contacts to customer.io

Bulk Export to customer.io

After integration connecting customer.io, you can select any number of Contacts in Tellescope on that Patients/Contacts page, and then click the "Sync to customer.io" button at the top. This is the most efficient way to get an initial batch of contacts from Tellescope into customer.io

Using a bulk "Add to Journey" is not recommended for an initial bulk sync to customer.io

Ongoing Sync to customer.io

To sync newly created contacts to customer.io on an ongoing bases, and to sync events to customer.io, you can use Journeys in Tellescope.

Two action types are available in Tellescope Journeys - sync contact, and track event. To effectively track an event, the contact must already have been synced to customer.io.

Syncing customer.io Events to Tellescope

You will need to locate your "businessId" in Tellescope, which can be found under Settings > Organization

In a customer.io Campaign, you can add a "Webhook" event, which also shows as "Send and Receive Data"

Webhook Configuration

This webhook should POST to https://api.tellescope.com/v1/webhooks/customerio

It must have an added header, "business-id" which takes the value found in Tellescope above

The JSON must include "enduserId" as a key with a value that corresponds to an Enduser.id value in Tellescope. Contacts synced from Tellescope to customer.io will include this value as their id in customer.io. 

Any other keys/values in the JSON will be saved in a Note in Tellescope on the contact profile.