Show customer data from your own systems

The customer data connector shows what your own systems know about a customer, such as their plan, last orders or an unpaid invoice, in the Customer panel of every ticket.

How it works

1. When an agent opens a ticket, ChaosDesk sends a POST to your endpoint with the requester (email, external id, phone).
2. Your endpoint answers with JSON: profile fields, tags, lists and alerts.
3. ChaosDesk shows the answer in the Customer panel.

ChaosDesk stores none of this data, and never writes back to your system.

Connect your system

1. Open Admin Center, Integrations, Customer data.
2. Turn on Show customer data on tickets.
3. Enter a Name agents will see as the source, for example “Shop CRM”.
4. Enter the Endpoint URL (use https).
5. Pick the Authentication: API key (a secret in a header of your choice) or OAuth client credentials (token URL, client ID and secret). None is only for testing.
6. Set the Timeout (1 to 15 seconds) and how long to Cache each customer’s data. 0 means always call.
7. Save.

Test it

Under Test the endpoint, enter a requester email (or leave it empty for a sample) and choose Run test. What agents will see shows the result.

What agents see

• The profile, tags, fields, lists and alerts from your system.
• No customer record when your system does not know the requester.
• Customer data unavailable when it did not answer in time. The ticket keeps working, and agents can try again.

The response format and example servers are in the customer data connector guide.

Related

• Manage customers and organizations
• Install an app