#Overview
In this video, you will learn how to install WP Fusion and set up a direct connection to your Customer.io account.
To get started install and activate the WP Fusion plugin, then navigate to Settings » WP Fusion.
From the ‘Select Your CRM’ list choose ‘Customer.io’.
Next, we will need to locate three pieces of information to initiate the connection. The ‘API Key’, ‘Tracking Site ID’, and the ‘Tracking API Key’.
To find these pieces of information, log in to your Customer.io account.
Navigate to Settings » Account Settings » API Credentials.
For the API Key, go to the API Keys tab and click Create API Key.
In the Create API Key settings:
1. Select your workspace.
2. Under Choose a key type, select Private API key.
3. Under Choose where it’s used, select None (Track and App API only).
4. Enter a name for your API key.
Then proceed with creating the key.
Once the API key has been created, copy it and paste it into the API Key field in WP Fusion’s settings.
For the Tracking Site ID and Tracking API Key, follow the same process to create an API key, but this time, under Choose a key type, select Track site ID + key.
Then proceed with creating the Track key pair.
Once created, copy the Track site ID and Track key, and paste them into their corresponding fields in the WP Fusion settings. Finally, click on ‘Connect’.
WP Fusion will now establish a direct connection to your Customer.io account and import your tags and custom fields.
To finalize the process click on ‘Save Changes’.
#Custom fields
Custom properties in Customer.io can be managed directly in WP Fusion.
When configuring your field mappings via the Contact Fields settings, simply type in the desired property name, and click the prompt to (add new).
The data will be synced automatically to the custom property.