Sending Data to Custify

a customer success platform is only as powerful as the data that goes into it to achieve your goals, you need to make sure you have all the data you need as part of our concierge onboarding, you will have a couple of calls with our cs team who will suggest what data you should use and how you can send it to custify the important data points that you need to have in mind are customer portfolio which companies and people (users) do you want to send to custify? hierarchy what is your data structure? do you use parent child relationships? do you have people assigned to multiple companies? do you have other entities that you want to track as child companies (e g projects)? attributes what are the important attributes for companies and people that you want to have in custify? events what actions do you want to track? do you want to track them at people or company level? do you want to see them in real time or aggregated under a daily event? what metadata is important for each event? custify tip https //kb custify com/custify overview do not bubble up from people to companies in a parent child relationship and are not affected by events for example, if you have a “login” event and a “number of logins” attribute, you need to update the attribute as well in addition to sending the event to custify events bubble up from people to companies once you determine what data points are relevant to you, you can send it to custify in the following ways send data automatically via an external integration the ideal way is to send and update data automatically by connecting custify with an external data source sending data automatically eliminates the possibility of human error and compromising your data, which can occur when you input data manually here are your options for automatically sending data to custify https //docs custify com/#section/introduction with a custom api integration, you can create/update people, companies, events, notes, tags, custom data, and more https //segment com/docs/connections/destinations/catalog/custify/ to set up a segment integration, add the api key from custify to your segment settings you can use segment to push your customer portfolio and tracked events, as well as send the traits from segment as attributes to custify https //www custify com/integrations using any of the available crm integrations in full mode will create and continuously update entities in custify, such as people, companies, and attributes this scenario works best when you don’t have a lot of time for development and want to push your customer portfolio in a short amount of time https //docs custify com/#section/javascript a simple and quick integration via a javascript snippet is also possible with a code block that you can insert into your app’s pages this allows you to send data to custify app and track events like button clicks, menu item clicks, and time spent in your product send data manually via data imports although it’s not the best solution, there are situations where you need to add data to custify manually this is how you can do this add people and companies one by one use the add company / add people buttons available in the product please note that this feature is not enabled by default for all the accounts iif you do not see this option, reach out to your dedicated csm https //www custify com/kb/knowledgebase/csv data importer/ using our csv data importer tool, you can create people and companies in custify in bulk, as well as add new attributes or update existing ones https //www custify com/kb/knowledgebase/can i manually create attributes in custify/ you can create manual attributes via settings —> app settings —> event attribute editor after the attribute is created, you can add values for it from the https //kb custify com/customer 360 profile or automatically through a https //kb custify com/playbooks upload events you can also use the csv data importer tool to upload events to custify download the template and make sure to add the required information to the file before uploading it to custify here is a summary of the different data points and how you can send them to custify api segment java snippet crm integration in full mode custify ui data importer create companies/create people ✅ ✅ ✅ ✅ ✅ ✅ assign people to companies ✅ ✅ ✅ ✅ ✅ ✅ create parent child relationships ✅ ✅ ❌ ❌ ✅ ✅ create/update attributes ✅ ✅ ✅ ✅ ✅ ✅ send events ✅ ✅ ✅ ❌ ❌ ✅ feel free to reach out to your dedicated csm for any further questions or to contact us at mailto\ support\@custify com