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Customer.io

Customer.io

  • Log into Zilla and click Add Application on the top right. A search bar appears, type in Customer.io in the search bar. an application entry will appear at the top of the list, click Add to Applications button to the right.

  • Fill in the form with appropriate details and then click Add to Applications button.

 

  • Navigate to your Customer.io application instance in your library. Click Sync now in the top right.

     

  • This popup should appear, click the slider below Zilla Universal Sync (ZUS) to enable it.



  • Click Next.

  • This popup will appear, read the instructions and then click Launch Customer.io.

     

  • After clicking Launch Customer.io you may be redirected to login page if you are not logged in, otherwise you will be redirected to https://fly.customer.io/settings/team page.

     

  • Click the browser extension icon located in the upper right of the window, and click Send to synchronize Users.

     

  • A preview dialog will appear. Review the list and click Send.

 

  • We will sync all the workspaces as groups . To sync a workspace follow the steps below:

    • Step 1 : Click on a workspace to sync on the workspaces page, then click General workspace settings.

    • Step 2 : On the workspace setting edit page, click the browser extension icon located in the upper right of the window, and click Send to synchronize Workspace Users.



    • Step 3 : Repeat Steps 1 and 2 above until all workspaces are synced.

  • To sync account settings, navigate to Account Settings > Security.

 

  • Click the browser extension icon located in the upper right of the window, and click Send to synchronize Security Settings.

     

  • On Zilla, click Done.

  • Click Close




 

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