Kustomer Setup Guide

Prerequisites

• An active Kustomer site with admin permissions.

Setup Guide

Step 1: Obtain API Access Token from Kustomer

1. Sign in to your Kustomer account.
2. Navigate to Settings > Security > API Keys.
3. Click on New API Key.
4. Enter a descriptive name like Matia-Integration and give the key the org.user.read role.
5. Click Create.
6. Copy the generated API Token - you will need it to configure your connection.

Step 2: Complete Configuration in Matia

1. Enter the API Key you just obtained from Kustomer.
2. Enter an Asset Name.
3. (Optional) Enter a Description.
4. (Optional) Assign Tags.
5. Select an Owner.
6. Verify that your Kustomer account is successfully connected by clicking on Test Connection.
7. Click Connect.