Configuring Track.co as a Source
In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Track.co option from the list of connectors. Click Next and you’ll be prompted to add your access.1. Add account access
You’ll need a Track CXM API Bearer token and your Organization UUID for this connection. Generate the token in the Track CXM platform under your account’s integration/API settings, and copy the UUID of the organization you want to extract data from. The following configurations are available:- Auth token: The Bearer token used to authenticate against the Track CXM API.
- Organization UUID: The UUID of the Track CXM organization to extract data from.
- Start Date: The earliest date from which records will be synced, based on the interaction answer date. Records answered after this date will be extracted from the source.
2. Select streams
Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.Tip: The stream can be found more easily by typing its name.Select the streams and click Next.
3. Configure data streams
Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.- Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
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Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
- Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
- Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
4. Configure data source
Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).The Track CXM API is updated only at the end of the day, so the most recent data available is from the previous day (d-1).
The Track CXM API accepts at most a 3-month range per request. The connector handles this automatically: it splits the full history (from your Start Date to today) into consecutive 3-month windows and, on each run, only fetches records answered after the last synced one. You do not need to create a separate stream per quarter.
5. Check your new source
You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.Streams and Fields
Available streams
The table below lists every stream, its slug (the exact identifier to pass when creating the source via API) and a short description.Fields by stream
Below you’ll find all available data streams from Track.co and their corresponding fields:Interactions
Interactions
Survey interactions (responses) collected on the Track CXM platform. This stream is synced incrementally using the
answered_at field.Key Fields:uuid- Unique identifier of the interactionanswered_at- Date and time the customer responded to the survey (incremental replication key)health_score- Health score associated with the interactionanswer_channel- Channel used by the customer to respond to the survey
survey_uuid- Unique identifier of the survey the interaction belongs tosurvey_name- Name of the surveysurvey_public_hash- Public identifier (hash) of the survey
customer_uuid- Unique identifier of the customer who answered the surveycustomer_name- Name of the customercustomer_email- Email address of the customercustomer_phone- Phone number of the customercustomer_identifier- Customer identifier within the Track CXM platformcustomer_metadata- Additional customer attributes from the imported distribution file (JSON array)
distribution_uuid- Unique identifier of the distribution the interaction belongs todistribution_channel- Channel used to send the survey (e.g. email, SMS, WhatsApp, widget)distributed_at- Date and time the survey was sent to the customerdistribution_public_hash- Public identifier (hash) of the distribution
answers- Answers given by the customer (array of objects), each withuuid,item_type,question,answer,comment,public_hash, andcreated_atcategories- Categories associated with the interaction (array of objects), each withuuid,name,value,display_text, andcreated_atmetadata- Additional interaction attributes from the imported distribution file, as a JSON array of key/value pairs
Skills for agents
Download Track.co skills file
Track.co connector documentation as plain markdown, for use in AI agent contexts.