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IndeCx is a customer engagement platform that helps businesses manage and optimize their customer interactions and data. It provides tools for customer data integration, enabling companies to streamline their customer relationship management processes.

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1. Add your IndeCx access

  1. In the Destinations tab, click on the “Add destination” button located on the top right of your screen. Then, select the IndeCx option from the list of connectors.
  2. Click Next and you’ll be prompted to add your access:
    • Company Key: Your Company Key for authenticating with the IndeCX API.
    • Action Identifier: The Action Identifier used to integrate with the IndeCX API.
    If you don’t know where to find your Company Key and Action Identifier, check the IndeCX API documentation or reach out to your IndeCX account manager.
  3. Click Next.

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2. Select your catalog data to send

  1. The next step is letting us know which data you want to send. Select the layer and then the desired table.
    Tip: The table can be found more easily by typing its name.
  2. Click Next.

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3. Map your data fields

Configure how the fields from your source table should be mapped to the fields in the IndeCX API payload. Below you can find the required and optional fields you can map your data to:

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Available Fields

FieldTypeDescription
nomeStringThe customer’s name.
emailStringThe customer’s email address.
telefoneStringThe customer’s phone number.
Note: At least one of telefone or email must be provided.
The IndeCX connector sends data in batches of up to 1,000 records at a time to optimize performance and ensure reliable delivery.

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4. Configure your IndeCX data destination

  1. Describe your destination for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.
  2. To define your Trigger, consider how frequently you need to have the data updated on the destination (every day, once a week, only at specific times, etc.).
  3. Click Done.

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Check your new destination!

  1. Once completed, you’ll receive confirmation that your new destination is set up!
  2. You can view your new destination on the Destinations page. Now, for you to be able to see it on IndeCx, you have to wait for the pipeline to run. You can monitor it on the Destinations page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your data should be available in IndeCx.
If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!