The CustomerSure API allows you to integrate with other IT systems. For example, you can generate feedback request emails automatically based on the key events in your business. Or you could copy feedback from your CustomerSure account back to your CRM system. Send to online help desk or CRM might also be of interest.
The API is the most powerful integration option as the possibilities are almost endless. We’ve built the features that work in the majority of use-cases, however, if there is something you or your developers would like us to support or offer, please get in touch and we’ll likely be able to add it for you.
We often set up an initial meeting with key stakeholders to work out how to achieve your goals.
If you’d like to check with IT first, they’ll likely ask to see our API Documentation. The API documentation explains in technical terms, how to interact with your CustomerSure data.
To use the API there is one essential item that you (or your developers) need, the ‘API Token’. Essentially, this is a password to your account. You should treat it as such and never share it in public, or over email. The API Token is needed to securely connect to the API. Each staff member who can log into your account has one, and you can find yours here:
- Hover over your name on the main menu.
- Click Company Settings on the drop-down menu.
- Click Apps & Integrations on the secondary navigation bar.
- See the API Credentials section.
We recommend that you invite your lead developer to your CustomerSure account as a staff member, so they can use their own API token and not yours. This way, if you ever want to revoke access you can do so by deactivating their account.