Setting up a custom integration
Set up a custom integration to import & export data from Klaus
Diogo Costa avatar
Written by Diogo Costa
Updated over a week ago

This, and the following, articles will cover some advanced use-cases for Klaus and may require a bit of technical experience.

Role: Admin, Account Manager

You might need to import conversations or users into Klaus in bulk, or have the need to export statistical data periodically. Both of these actions can be achieved with a custom API integration! Let's see how you could set one up.

You can set up a new connection by navigating to Account Settings β†’ Connections and choosing Add connection from the top-right. From the Service dropdown, find the option custom integration and name your new connection. It will then appear in the list of connections on that same page.

If you open up the settings (βš™οΈ) for that new connection, you can reveal the token by clicking the πŸ‘ icon. Best not to share it with anyone outside of your company 🀫!
Go ahead and copy the API token and your account ID, as you'll need those when performing API requests.

Lastly, to locate the ID of your workspace, navigate to "Users & Workspaces". From there, you can select a workspace and find its ID in the URL (e.g. - 11759 in this example).

And that's all there was to it! You should now have an API token, account ID and workspace ID to make requests. Next, you can explore importing users, importing conversations & exporting data from Klaus with your newfound powers.

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