Customer.io

Set up Customer.io as a data source.

Collect real-time events from Customer.io. You'll be able to query these events in the editor.

Add Customer.io as a Velvet source

Create a new event type source in Velvet.

  1. Tap into a workspace in your Velvet dashboard
  2. Navigate to "Data sources"
  3. Tap "Add a data source"
  1. Select an event type source. Name the source.
  1. Copy the webhook link

Send webhooks from Customer.io

If you get stuck, read further documentation from Customer.io here.

  1. In Customer.io, navigate to "Data & Integrations" > "Integrations"
  2. Find and select "Reporting Webhooks".
  1. Click "Add Reporting Webhook".
  1. Name the webhook and paste the Customer.io webhook link from above.
  2. Select the events you want Velvet to receive.
  3. Choose "Save and Enable Webhook" at the bottom right of the page.

From this point on, we’ll create a queue of events from Customer.io. You can query them in your Velvet workspace.

Migrate historical data

If you have pre-existing data, we can set up a one-time or recurring data migration.

Email [email protected] to start a data migration process. Include your Velvet account email, which data source you want migrated, and any other relevant information.