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Customer.io

Customer.io feature snapshot

A high-level look at Stitch's Customer.io (v1) integration, including release status, useful links, and the features supported in Stitch.

Connecting Customer.io

Connecting Customer.io to Stitch is a three-step process:

1. Add Customer.io as a Stitch data source
2. Generate a Webhook URL
3. Set up webhooks in Customer.io

Add Customer.io as a Stitch data source

1. Sign into your Stitch account.

2. On the Stitch Dashboard page, click theAdd Integration button.

3. Click theCustomer.io icon.

4. Enter a name for the integration. This is the name that will display on the Stitch Dashboard for the integration; it’ll also be used to create the schema in your destination.

   For example, the name “Stitch Customer.io” would create a schema calledstitch_customerio in the destination.Note: Schema names cannot be changed after you save the integration.

5. ClickSave Integration.

Generate a Customer.io Webhook URL

Once Stitch has successfully saved and created the Customer.io integration, you’ll be redirected to a page that displays your Customer.io webhook URL and token (which is blurred in the image below):

Click theCopy button to copy it.

Note that this particular URL won’t display in Stitch again once you click Continue. Think of this URL like you would your login or API credentials -keep it secret, keep it safe. You can, however,generate another URL should you need it.

Once you’ve copied your webhook URL, clickContinue to wrap things up in Stitch.

Set up webhooks in Customer.io

The last step is to setup webhooks in your Customer.io account.

1. Sign into your Customer.io account.
2. ClickIntegrations in the menu on the left.
3. In theStreaming Data Out section, click theGet Started button next toEmail Activity Webhook.
4. In theWebhook Endpoint field, paste your Stitch-generated webhook URL.
5. Next, you’ll select theWebhook Events you want to track:

   • To track specific events, click theEdit Webhook Events link (it’s under theWebhooks Endpoint field) to display the list of events:

     

     Use the checkboxes to select the events you want to track, clickingSave Changes when finished.

   • To track all available events, you don’t need to do anything else - skip ahead to the last step.

6. ClickUpdate.

Test the Setup

To ensure everything is set up properly, you can send a test call to your Stitch webhook by clicking theTest button next to the theWebhook Endpoint field.

Replication

After you’ve successfully connected your Customer.io integration, Stitch will continuously replicate your webhook data into your destination.

• Webhooks and historical data
• How data is loaded into your destination
• How to query for the latest data

Webhooks and historical data

Because Customer.io data is sent to Stitch in real-time, this means thatonly new records are replicated to your destination. Most webhook-based integrations don’t retain historical data due to this as-it-happens approach.

In the event that our webhook service experiences downtime, you may notice some lag between an event occurring and the data appearing in your destination.

Loading behavior

This version of Stitch’s Customer.io integration loads data in an Append-Only fashion. When data is loaded using the Append-Only behavior, records are appended to the end of the table as new rows. Existing rows in the table aren’t updated even if the source has defined Primary Keys. Multiple versions of a row can exist in a table, creating a log of how a record has changed over time. Data stored this way can provide insights and historical details about how those rows have changed over time.

Refer to theUnderstanding loading behavior guide for more info and examples.

Query for the latest data

If you simply want the latest version of the object - or objects, if you elected to track more than one during the setup - in the integration’s table (data), you’ll have to adjust your querying strategy to account for the append-only method of replication. This is a little different than querying records that are updated usingupdated_at Incremental Replication.

To do this, you can use the_sdc_sequence column and the table’s Primary Key. The_sdc_sequence is a Unix epoch (down to the millisecond) attached to the record during replication and can help determine the order of all the versions of a row.

Note: If you didn’t define a Primary Key while setting up the integration, the Primary Key for the table will be__sdc_primary_key.

If you wanted to create a snapshot of the latest version of this table, you could run a query like this:

SELECT*FROM[stitch-redshift:stitch-customerio.data]oINNERJOIN(SELECTMAX(_sdc_sequence)ASseq,event_idFROM[stitch-redshift:stitch-customerio.data]GROUPBYevent_id)ooONo.event_id=oo.event_idANDo._sdc_sequence=oo.seq

This approach uses a subquery to get a single list of every row’s Primary Key and maximum sequence number. It then joins the original table to both the Primary Key and maximum sequence, which makes all other column values available for querying.

Schema

In v1 of the Stitch Incoming Webhooks integration, Stitch will create a single table - calleddata - in the webhook integration schema (this will be the name you enter in theIntegration Schema field when you set up Customer.io) of your data warehouse.

The schema of this table will contain two “types” of columns:

• Columns used by Stitch (prepended with_sdc), and
• Columns sent by the provider’s webhook API

Aside from the Stitch columns, the schema of this table will depend entirely on Customer.io’s webhook API. With the exception of the_sdc fields, Stitch does not augment Incoming Webhooks data nor does it have any control over the fields sent by the webhook provider.

Webhook URLs & Security

Stitch allows you to generate up to 2 Customer.io webhook URLs at a time. These URLs contain security access tokens and as such, have access to your Customer.io account.

If you ever need to change your webhook URL, you can do so in the Integration Settings page after the integration has been created:

1. Click into the integration from the Stitch Dashboard page.
2. Click theSettings button.
3. In theWebhook URLs section, click theGenerate Webhook URL button.
4. A new webhook URL will display. Press theclipboard icon to copy it.
5. Follow the steps in theSetting Up Webhooks in Customer.io section to update the webhook URL in Customer.io.
6. After you’ve updated the webhook URL in Customer.io, click theRevoke button next to theoldest webhook URL in Stitch. This will invalidate the token and revoke access.

Did this article help? If you have questions or feedback, feel free tosubmit a pull request with your suggestions,open an issue on GitHub, orreach out to us.