API Setup

Choose your Host Region to have the documentation adapt to your use case.

Business Use Case

Our PUT Records API has a wide variety of applications. The API allows you to create or update a single record into any of the following objects while also sending a survey:

• Account
• Contact
• Survey (no update supported)

After a successful request, the data will be uploaded/updated in the system and a survey will be sent to the contact referenced.

Good to Know

Import Configuration is case sensitive

Fields in the Import Configuration are case sensitive. Please ensure they match exactly what you'll send to the API.

Changes to Import Configurations

If a change happens to the implementation of the API (for example a field name change), that should be reflected in the used Import Configuration as well. Ignoring to do so will cause the API to silently fail for the fields involved.

Required Fields

The following fields are required in your Import Configuration:

Touchpoints

When importing Touchpoints, only Touchpoints that exist in your CustomerGauge system will be accepted. Touchpoints can be managed in System Settings by System Administrators.

Preparations

A configuration reference is required to make requests to this API, all your configurations and references can be found in Data → Imports → Configurations or clicking here.

Setting up a Multi-Object Import Configuration

1. Go to Data > Imports > Configurations page (or click here).

2. Select the API Configurations type.

3. Click on “Add configuration” button.

4. On “Data type” choose “Multi-object” and fill the “Configuration name” field.

5. On “File Mapping” choose all the fields you want to import into the system and their file heading. These fields are case sensitive.

6. Click on the “Save” button to add the configuration.

Authentication

OAuth2 Authentication is used to connect to this API. Once you've created your Connected App, you can acquire a Bearer Access Token by calling our OAuth2/Token API:

curl -X POST -H "Content-Type: application/x-www-form-urlencoded"
-d "grant_type=client_credentials&client_id={{ Client ID }}&client_secret={{ Client Secret }}"
https://auth.{{ apiRegion }}.customergauge.com/oauth2/token

The acquired Bearer Access Token is used in the Authorization header in your API request.

If you can not use OAuth2 Authentication, you can use our Incoming Webhook functionality.

Endpoint

https://imports.api.{{ apiRegion }}.customergauge.com/records/

Request

Parameters

Response

HTTP Status Code 200

OK - everything worked as expected.

Example Response Body
An empty Response Body will be returned when successful.

HTTP Status Code 422

An issue occurred - this usually means one of the required fields is missing.

Example Response Body

{
    "message": "The given data was invalid.",
    "errors": {
        "configuration": [
            "The configuration field is required."
        ]
    }
}

Examples

Postman example

Download Postman example

After importing the Postman example, make sure to change the Host Region and Authentication accordingly.

cURL example

curl -H "Authorization: Bearer XXXXX" https://imports.api.{{ apiRegion }}.customergauge.com/records?configuration=16b53fd0-9103-431f-a5bd-f492b3eeb835&record[Account%20Name]=Example%20Corp&record[Email]=john.doe@example.com&record[First%20Name]=John&record[Last%20Name]=Doe

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