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Technical Documentation

Technical resources for Developers who will facilitate the implementation and integration of CustomerSuccessBox.

  1. Back-Up and Exporting Data from CustomerSuccessBox

    1. Export the data via table view from CustomerSuccessBox
    2. Export the data using CustomerSuccessBox GET API
    3. Export the data from Metabase
  2. JS Library

    1. JavaScript Client Reference has a new home
    2. Feature Function
    3. Account Function
    4. See all 6 articles »
  3. API Documentation

    1. API Documentation has a new home
    2. Webhooks
    3. Exception Handling while consuming CustomerSuccessBox’s APIs
  4. Integrating Subscription and Billing Applications

    1. Integrating Stripe with CustomerSuccessBox
    2. Integrating Chargebee with CustomerSuccessBox
    3. Integrating Recurly with CustomerSuccessBox
    4. See all 7 articles »
  5. Integrating Analytics Applications

    1. Integration with Mixpanel
    2. Integrating Mixpanel with CustomerSuccessBox
    3. CustomerSuccessBox Destination on
  6. Integrating Support Applications

    1. Integrating Intercom with CustomerSuccessBox
    2. Integrating Zendesk with CustomerSuccessBox
    3. Integrating Freshdesk with CustomerSuccessBox
    4. See all 11 articles »
  7. Integrating CRM Applications

    1. Salesforce CRM self-serve Integration with CustomerSuccessBox
    2. HubSpot CRM self-serve Integration with CustomerSuccessBox
    3. Freshsales Integration with CustomerSuccessBox
  8. Integrating Gmail and Office365 Inbox

    1. Whitelist CustomerSuccessBox Gmail OAuth App as a Trusted App in G-suite
    2. Connecting Google Apps mailbox to CustomerSuccessBox
    3. Connecting Microsoft Office365 mailbox to CustomerSuccessBox
    4. See all 5 articles »
  9. Integrating Email Inbox using IMAP/SMTP

    1. Technical requirements for connecting your inbox to CustomerSuccessBox using IMAP / SMTP
    2. Connecting Email inbox to CustomerSuccessBox using SMTP/IMAP
  10. Integrating JIRA with CustomerSuccessBox

    1. How to integrate JIRA with CustomerSuccessBox
    2. How to associate my JIRA Issues to Accounts in CustomerSuccessBox?
    3. How to add Issues to Health Configuration?
    4. See all 4 articles »
  11. Security Documentation

    1. InfoSec practices adopted at CustomerSuccessBox [File Upload]
  12. NPS Integrations

    1. Integrating with Wootric (an NPS tool) with CustomerSuccessBox
    2. NPS data in CustomerSuccessBox
    3. Slack Configuration
  13. Integrating via Zapier

    1. Zapier Integration Guide with CustomerSuccessBox