CustomerioAPI

This is an API wrapper gem for Customer.io API.

Installation

Install the gem and add to the application's Gemfile by executing:

$ bundle add customerio_api

If bundler is not being used to manage dependencies, install the gem by executing:

$ gem install customerio_api

Usage

Client

V1Client

V1Client is used to retreive data for the following resources:

• Customer
• CustomerioObject
• ObjectRelationship

V1Client is initialized with an API key which is used for bearer token authentication.

v1_client = CustomerioAPI::V1Client.new(api_key: ENV['CUSTOMERIO_API_KEY'])

V2Client

V2Client is used to perform various operations based on the type (person, object or delivery) and action (identify, add_relationships, delete, etc) that you set in the request.

V2Client is initialized with a site_id and track_api_key which is used for basic authentication.

v2_client = CustomerioAPI::V2Client.new(site_id: ENV['SITE_ID'], track_api_key: ENV['TRACK_API_KEY'])

Customer

1. Get a list of customers by email

customers = v1_client.customer.where(email: 'test@example.com')

# => returns a list of CustomerioAPI::Customer

2. Use s set of filter conditions to find customer

attributes =
  {
    filter: {
      and:
          [
            {
              attribute: {
                field: 'cio_id',
                operator: 'eq',
                value: 'd7a90a000a0b'
              }
            }
          ]
    }
  }
customer_identifiers = v1_client.customer.search(attributes: attributes)

# => returns a CustomerioAPI::Customer object, containing arrays of identifiers and ids

CustomerioObject

1. Use a set of filter conditions to find object

attributes =
{
    "object_type_id": '1',
    "filter": {
    "and":
        [
            {
            "object_attribute": {
                "field": 'name',
                "operator": 'eq',
                "type_id": '1',
                "value": 'PostCo'
            }
            }
        ]
    }
}

# start and limit params are optional
start = "0"
limit = 10

v1_client.object.where(attributes: attributes, start: start, limit: limit)

# => returns a CustomerioAPI::CustomerioObject

ObjectRelationship

1. Get a list of people related to an object.

# query_params is optional
query_params = {start: string, limit: integer, id_type: "object_id" | "cio_object_id"}
v1_client.object_relationship.where(object_type_id: 1, object_id: 'PostCo', query_params: query_params)

# => returns a CustomerioAPI::ObjectRelationship

Track

1. Single request

This endpoint lets create, update, or delete a single person or object—including managing relationships between objects and people.

# Create a person
attributes = { type: 'object', action: 'identify', identifiers: { object_type_id: '1', object_id: 'test'}, attributes: {name: "test"} }
v2_client.track.entity(attributes)

# => returns {}

2. Multiple request

This endpoint lets you batch requests for different people and objects in a single request.

# Update multiple objects
attributes = [
    { type: 'object', action: 'identify', identifiers: { object_type_id: '1', object_id: 'shop-1' }, attributes: { name: 'Shop 1 updated' } },
    { type: 'object', action: 'identify', identifiers: { object_type_id: '1', object_id: 'shop-2' }, attributes: { name: 'Shop 2 updated' } }
    ]
v2_client.track.batch(attributes)

# => returns {}

Development

After checking out the repo, run bin/setup to install dependencies. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and the created tag, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/[USERNAME]/customerio_api. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the code of conduct.

License

The gem is available as open source under the terms of the MIT License.

Code of Conduct

Everyone interacting in the CustomerioAPI project's codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.