Connecting your Kustomer account to Klaus couldn't be easier. Just follow these steps:
When signing up, you will be asked to connect your help desk. The first step is to choose Kustomer from the list of our integrations.
Choose how from how far back you would like to sync. The options are yesterday or 7 days ago.
Give your Connection a name (useful in case you add multiple connections in future).
Add your Kustomer subdomain and API token.
You will then be taken to Kustomer where you are asked to give Klaus authorization to access your account.
That's it! We will start syncing conversations from your Kustomer account. This may take some time depending on the options you selected. You can contact Support if you have any questions.
If you wish to connect more than one instance of Kustomer or another software, you can do that in Settings > Connections once you enter Klaus.
When connecting Kustomer, you can also have some addition security options which allow you to stop some specific information and conversations being synced with Klaus. You can see more on this here.