Objective 

This article will detail out the multiple options available for you to get the relevant data into CustomerSuccessBox.  

What data is pushed/pulled to CustomerSuccessBox ?

Once you have finalized the Account ID and User ID, there are multiple options available to you. There are two kinds of data that your Customer Success/Account Management teams require in CustomerSuccessBox to manage their portfolio. They are, 

1. Product usage events
2. Account, Users, Subscription attributes

Sending and managing data in CustomerSuccessBox

Where do I get the JavaScript snippet and API key?

JavaScript snippet and API key is available from the Developer Console in CustomerSuccessBox. Follow the steps below to get the JavaScript snippet and/or the API Key. 

API Key

To get the API key, navigate to Settings(Gear icon) > Developer Console > API KEY

JavaScript Snippet

To get JavaScript snippet, navigate to Settings(Gear icon) > Developer Console > JS CODE

What are the different ways to get data into CustomerSuccessBox?

As Product Developers / Engineers, you can:

1. Create and update Accounts, Users and Subscriptions in CustomerSuccessBox. We recommend integration and/or using our APIs for this.
2. Send us user actions taken by a user in your product to CustomerSuccessBox. We recommend using our JavaScript library for this.
3. Map the unique Account ID and User ID to all the third-party tools CustomerSuccessBox will integrate with. 

Type	Push Data via API/JS	Pull Data via Integrations
Product Usage Events	Features API JavaScript Library Features Function (Recommended)	Analytics platform Example: Amplitude, Segment, Mixpanel
Account Attributes	Accounts API (Recommended) JavaScript Library Account function	CRM System Example: Salesforce Sales Cloud, HubSpot CRM
User Attributes	Users API (Recommended) JavaScript Library User function	CRM System Example: Salesforce Sales Cloud, HubSpot CRM
Subscription Attributes	Subscriptions API	Billing System Example: Zuora, Chargebee, Zoho Billing
Invoices	Invoice API	Billing System Example: Zuora, Chargebee, Zoho Billing
Tickets/Conversations	Not Available	Support System Example: Zendesk, Intercom, Kayako

NOTE: Account, User and Subscription attributes can be imported to CustomerSuccessBox via CSV upload too. Reach out to your dedicated Customer Success Manager who will enable this for you.

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance.

You can always:
 1.  Initiate a chat directly from within your CustomerSuccessBox. Use Chat option from Chat icon in left side navigation bar.

2. Create a conversation from here.

3. Send an email to support@customersuccessbox.com