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Customer 360 Profiles API Documentation

Introduction

Customer Data Platform (CDP) integrates all your customer data, processes the ingested customer records, standardize these individual customer records and de-dupes the records into a single master customer record, utilizing exact and fuzzy matching techniques. CDP links all customer activities into this single customer profile, and enhances the profile with behavioral and predictive analytics. This is collectively referred to as the “360 degree profile of a customer” and gives you a single customer record that you can leverage for all your marketing activities and customer interaction.

The CDP 360 Profile API is secure REST API to search and find specific customers, and to access this 360 degree profile of the customer. The search API queries the data from the individual customer records, and for each search result, there is a link to the 360 profile of that customer. The 360 API is built to be configurable to meet unique business needs of our clients. See below for further details.

For all APIs please specify Content-Type as application/json and the content-length as 0.

Best Practices

Here are some best practices to insure a smooth integration. When possible, please:

  • Avoid the Search API by going straight to the 360 Customer Profile API with the customer’s unique identifier
  • Reuse the same authentication token across all servers
  • For the 360 Customer Profile API, specify the “fields” parameter to only fetch the resources that you need

Requirements

Subdomains

Before you can integrate with CDP’s 360 Profiles APIs you need to request the following values/variables from your Implementation Consultant:

  • Pre-production (i.e. CS) environment:
    • Environment Subdomain1 (string) - for /authentication endpoint
    • Environment Subdomain2 (string) - for /dw/a360/ endpoint
    • Tenant ID (integer)
  • Production environment:
    • Environment Subdomain1 (string) - for /authentication endpoint
    • Environment Subdomain2 (string) - for /dw/a360/ endpoint
    • Tenant ID (integer)

Example values for Environment Subdomain1:

Environment Pre-Production Production
US AWS cs-auth auth
EU AWS cs-auth.eu auth.eu
US GCP cs-gcp-auth auth8

Examples values for Environment Subdomain2:

Environment Pre-Production Production
US AWS cs-api6-green api7
EU AWS cs-api6.eu api6.eu
US GCP cs-gcp-api6 api8

Tenant IDs are client specific and can only be provided by your Implementation Consultant or Client Success Manager.

Client User Credentials (i.e. Authorization)

Client users (i.e. system users) require appropriate 360 read role/permissions to invoke the 360 APIs. If you do not have a 360 client user provisioned, then please contact your Customer Success Manager (CSM) and/or CDP Support to request such a user.

Authentication via Access Tokens

The first step to access any API from CDP is to retrieve an access token by invoking the authentication API. First attempt to fetch an existing active token via a GET request to:

https://<environmentSubdomain1>.agilone.com/token

Use the HTTPS GET request method, and pass your Username and Password via HTTP Basic Auth mechanism (base64 encoded). The Content-Type is application/json and the content-length should be 0. If no existing tokens are available, then login via a POST request to:

https://<environmentSubdomain1>.agilone.com/authentication?action=login

Use the HTTPS POST request method, and again pass your Username and Password via HTTP Basic Auth mechanism (base64 encoded). The Content-Type is application/ json and the content-length should be 0.

In both instances, the response json includes the “access_token” with “token_type as bearer”. This is the bearer token that you must pass with all subsequent 360 API calls. The response JSON also includes an “expires_in” attribute which is the time in seconds in which the token expires. Subsequent API calls in this document require the following headers:

  • Authorization: Bearer <your bearer token obtained from the auth API>
  • Content-Type: application/json
  • Content-Length: 0

A single client user is limited to 10 tokens by default. If a client user is being shared across several human users, then each concurrent session that shares the same client user should share the same bearer token. Do not log in and instantiate a new bearer token for each concurrent read session because this will cause your 10th oldest token to become logged out and denied.

Search API

Using Search API you can search and find specific customers. Searchable attributes include First name, Last name, email address, Source Customer Number, primary phone and the primary address attributes (address1, address2, zip, state, country).

We support two mechanisms for search - keyword search and attribute specific search. The results are always ranked by relevance based on the search criteria.

Search Results

Each result returned in the JSON includes a link to access the 360 profile of that customer along with select attributes for that record to help identify the customer you are looking for.  For example, these attributes included in the response can be shown as a preview of those records in the results shown in a UI, without having to get the full individual records.

When the results are a longer list the API will paginate the results it returns.  You can pass limit and offset parameters in the request to page through a set of search results when the result set is larger.

Example:

https://<environmentSubdomain2>.agilone.com/v2/<tenantId>/dw/a360/customers?fq=[{"lastName":["eq","smith*"],"firstName":["eq","john*"]}]&limit=10&offset=0

This fetches the first 10 search results.

Important

If you’re using GCP cluster to make the API call, the search results might display an unwanted port value in customer profile URL. If you face such an issue, send Key and Value as X-Forwarded-Port and 443 respectively in the request payload.

Using the link provided on each result, you can access the 360 profile of that customer.

  ...
"_embedded": {
"resources": [{
"_links": {
"self": {"href": <link to the customer record>}
},
"zip": <value or null>,
"country": <value or null>,
"firstname": <value or null>,
"address2": <value or null>,
"address1": <value or null>,
"sourcecustomernumber": <value or null>,
"id": <value or null>,
"state": <value or null>,
"primaryphone": <value or null>,
"email": <value or null>,
"lastname": <value or null>
}, {
"_links:{..}, <attribute and values>
}]
}

An example of full JSON returned from search API is in a later section below.

Parameters

The API supports the following parameters:

  • limit - limit affects the maximum number of child customer records that are returned. The default limit is 40.
  • offset - the offset allows you to paginate through the child customer records returned in the response. The default offset is 0. If 40 records are returned (e.g. a limit is not specified and the search matches >40 records), then to review the next 40 records you should set the offset to 40.

360 Customer Profile API

The 360 Customer Profile API is accessible here:

https://<environmentSubdomain2>.agilone.com/v2/<tenantID>/dw/a360/customers/<customerID>

From this API, you can access the details of the 360 profile of a customer which includes:

  1. Customer Summary Attributes
  2. Details of Transaction made by that customer
  3. Events related to that customer showcasing the customer journey
  4. Individual customer record details (the customer records that were de-duped into this master customer record)
  5. Household Summary

In addition to this standard functionality, tenant-specific configurations can tailor this to your unique business needs. See the section below for more details on what can be added via configuration.

The returned JSON always includes a self link to this 360 customer profile. Example:

https://<environmentSubdomain2>.agilone.com/v2/<tenantId>/dw/a360/customers/FTP_CSV_1_102720214

Example syntax snippet is below:

  {
"_links":{
"self":{
"href": <link to this customer 360 profile>
}

Parameters

The API supports the following parameters:

  • limit - limit affects the maximum number of objects per resource that are returned. Per resource the default limit is 40 objects to be returned, however you can alter this behavior with the limit parameter. For example, if you want more events than the default 40 events to be returned, then you can append “?limit=<what you want>” to your request URL
  • fields - if you want only specific resources to be returned and not the entire customer 360 profile, then you can specify the array of which resources you would like returned. For example, if you want just the master customer profile and transactions to be returned, then you can append “? fields=[“customersummary”,”transaction”]” to your request URL. The resource options include:
    • customersummary
    • customer
    • transaction
    • event
    • household
    • utoprecommendations

Customer summary (i.e. master customer) attributes

Customer summary attributes returned in the JSON include basic profile attributes, preferences including opt-in/opt-out info for different marketing channels, summaries calculated by CDP based on transactions, summaries calculated by CDP based on events, and predictive analytics.

The attribute names are self-explanatory, and you can refer to the Actions documentation for more details on what each attribute means.

  1. Customer Name (customersummary.FirstName, customersummary.LastName, customersummary.MiddleName)
  2. customersummary.Gender
  3. Customersummary.email
  4. customersummary.EmailStatus
  5. customersummary.MasterCustomerID //Internal to CDP, the id of the de-duped master customer record
  6. The primary address of the customer (customersummary.Address1, customersummary.Address2, customersummary.City, customersummary.State, customersummary.Country, customersummary.ZipCode)
  7. customersummary.AddressCertified
  8. ustomersummary.PrimaryPhone
  9. customersummary.MobilePhone
  10. customersummary.averagediscountrate
  11. customersummary.closeststore
  12. customersummary.FirstTransactionDate
  13. customersummary.frequency
  14. customersummary.Preferences //This includes the DNE, DNM flags for opt-in info.
  15. customersummary.primarystore
  16. customersummary.primaryOrganization
  17. customersummary.Tenuredays
  18. customersummary.TotalClickCount31_60Days
  19. customersummary.TotalClickCountLast30Days
  20. customersummary.TotalOpenCount31_60Days
  21. customersummary.TotalOpenCountLast30Days
  22. customersummary.TotalSendCount31_60Days
  23. customersummary.TotalSendCountLast30Days
  24. customersummary.TotalRevenue
  25. customersummary.TotalRevenue_Last12Months
  26. customersummary.TotalRevenue_Last13_24Months
  27. customersummary.TotalTransactionCount
  28. customersummary.TotalTransactionCount_Last12Months
  29. customersummary.TotalTransactionCount_Last13_24Months
  30. customersummary.TotalVisitCount31_60Days
  31. customersummary.TotalVisitCountLast30Days

Example syntax snippet in the returned JSON for customer summary attributes below:

"{\"displayResourceKey\":\"$customersummaryAttributes\",\"resource\":\"customersummary\",\"layout\":\"cat\"}": [{
"values": [{
"layout": <layout info relevant to CDP customer 360 UI>,
"udmColumn": "customersummary.<attribute name>",
"value": <Value>
},
{<Similarly, details of other customer summary attribute>}
],
"children": [] //For any 1->many customerSummary attributes.
}]

Transaction details

The transactions linked to this master customer record are returned as part of the 360 profile. This includes the transaction details as well as the related transaction items. Note that these are the transactions across all channels (web, store etc).

See Appendix below for the attributes included in the Transaction and TransactionItem.

Additional configurations can be done so that other transaction and transaction item attributes are returned - see the configuration section below for details.

Example Syntax Snippet is below:

  {\"displayResourceKey\":\"$customerTransaction360\",\"resource\":\"transaction\",\"layout\":\"cat\"}":[
{<Details of the latest transaction including 'children' section for details of each transactionItem that is part of this transaction},
{<Details of next transaction and so on>}
]

Events

The events associated with this customer are returned in the JSON. These events include email, webtag and other customer events the customer may send.

Note that transactions are in the separate transactions section of the JSON (see above) and are not included in the events section.

For example, on the product browsed event, children section includes the sourceProductNumber of the products browsed. On the email events, the message name is included in the details.

Example Syntax Snippet is below:

  "{\"displayResourceKey\":\"$customerJourney\",\"resource\":\"event\",\"layout\":\"cat\"}": [{
"values": [{
"layout": <layout info relevant to CDP customer 360 UI>,
"udmColumn": "event.EventTimeStamp",
"value": "1455639057000" //Timestamp value in UTC
}, {
"layout": <layout info relevant to CDP customer 360 UI>,
"udmColumn": "event.Type",
"value": <event type> //Ex: emailOpen
}],
"children": [
[<Additional details about this event>]
]
}, <Other events>
}],

Individual (i.e. child) customer records

The returned JSON includes info about the individual customer records which are de-duped into this master customer record.

The collection attributes that are part of this record are returned in the children section. For example, multiple addresses can be related to a customer record and are returned in this section. For each address, the attributes returned include - address.Address1, address.Address2, address.Country, address. Zip, address.State, address.City, address.Certified.

Example Syntax Snippet is below:

  ""{\"displayResourceKey\":\"$customer\",\"resource\":\"customer\",\"layout\":\"cat\"}": [{
"values": [{
"layout": <layout info>,
"udmColumn": "customer.FirstName",
"value": <value>
},
//Similarly data for other attributes
],
"children": [
//For the 1->many info
[{
"layout": <layout info>,
"udmColumn": "customeraddressxref.DeleteFlag",
"value": <value>
}, <Other address attributes>

Additional Configuration Options

The 360 API is built to be configurable to meet the unique business needs of all CDP clients. Contact your Customer Success Manager for further details. The following are some of the supported customizations:

  1. Household details
  2. Product recommendations (i.e. user to product recommendations)
  3. Cross-brand customer details (i.e. master customer group summary)
  4. Custom attributes on customer summary, transaction (item), event, etc.
  5. Custom events in the customer journey
  6. Custom entities related to the customer (e.g. pets, wishlist, call center record, etc.)

Appendix

Appendix 1: Sample attributes in 360 profile

Below are some of the attributes returned in the 360 profile JSON for specific entities. Note that these could change in future. Also configurations can change the exact list returned when you invoke the API.

Transaction attributes : SourceTransactionNumber, Total, TransactionTimestamp, Type.

TransactionItem attributes : Discount, SaleRevenue, ShippingRevenue, ShipDate, Subtype (Shipped or Returned or Demand or Cancelled), Type.

For each individual customer record, the attributes are : customer.lastName, customer.SourceSystemID, customer.SourceCustomerNumber, customer.Email, customer.EmailStatus.

Event attributes : event.EventTimeStamp and event.Type attributes. Additional event details are returned in the children section.

Appendix 2: Sample JSONs

JSON returned from search API

https://api7.agilone.com/v2/465/dw/a360/customers?fq=[{%22lastname%22:[%22eq%22,%22cartwright*%22],%22firstname%22:[%22eq%22,%22katey*%22]}]&limit=10&offset=0

returns:

{
"count": 3,
"_links": {
"self": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers"
},
"first": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers?offset=0&offset=0&limit=10&limit=10&fq=%5B%7B%22lastname%22:%5B%22eq%22,%22cartwright*%22%5D,%22firstname%22:%5B%22eq%22,%22katey*%22%5D%7D%5D"
},
"last": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers?offset=0&offset=0&limit=10&limit=10&fq=%5B%7B%22lastname%22:%5B%22eq%22,%22cartwright*%22%5D,%22firstname%22:%5B%22eq%22,%22katey*%22%5D%7D%5D"
}
},
"_embedded": {
"resources": [
{
"_links": {
"self": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers/FTP_CSV_1_360profile_customer_13"
}
},
"zip": "04473",
"country": "US",
"firstname": "Katey",
"address2": null,
"address1": "4 Colburn Dr",
"sourcecustomernumber": "360profile_customer_13",
"id": "FTP_CSV_1_360profile_customer_13",
"state": "ME",
"primaryphone": "2039124771",
"email": "[email protected]",
"lastname": "Cartwright"
},
{
"_links": {
"self": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers/FTP_CSV_1_360profile_customer_11"
}
},
"zip": "94043",
"country": "US",
"firstname": "Katey",
"address2": null,
"address1": "1091 N Shoreline Blvd",
"sourcecustomernumber": "360profile_customer_11",
"id": "FTP_CSV_1_360profile_customer_11",
"state": "CA",
"primaryphone": "(203) 912-4771",
"email": "[email protected]",
"lastname": "Cartwright"
},
{
"_links": {
"self": {
"href": "https://api7.agilone.com/v2/465/dw/a360/customers/FTP_CSV_1_360profile_customer_17"
}
},
"zip": "94043",
"country": "US",
"firstname": "Katey Cole",
"address2": null,
"address1": "1091 N Shoreline Blvd",
"sourcecustomernumber": "360profile_customer_17",
"id": "FTP_CSV_1_360profile_customer_17",
"state": "CA",
"primaryphone": null,
"email": "[email protected]",
"lastname": "Cartwright"
}
]
}
}

JSON returned from customer 360 API

https://api7.agilone.com/v2/465/dw/a360/customers/FTP_CSV_1_360profile_customer_11?limit=25

returns:

{
"customerIds": [
"FTP_CSV_1_360profile_customer_11",
"FTP_CSV_1_360profile_customer_12",
"FTP_CSV_1_360profile_customer_13",
"FTP_CSV_1_360profile_customer_14",
"FTP_CSV_1_360profile_customer_15",
"FTP_CSV_1_360profile_customer_16",
"FTP_CSV_1_360profile_customer_17"
],
"householdCustomerIds": [
"FTP_CSV_1_360profile_customer_11"
],
"realtimeData": {},
"{\"displayResourceKey\":\"$householdSummary\",\"resource\":\"householdsummary\",\"layout\":\"customer\"}": [
{
"rowKey": " \\x00\\x00\\x01\\xD1\\xFF\\xFF\\xFF\\xF3\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x01FTP_CSV_1_360profile_customer_11",
"values": [
{
"udmColumn": "householdsummary.FirstTransactionDate",
"value": "1475638320000"
},
{
"udmColumn": "householdsummary.Frequency",
"value": "1.7892156862745099"
},
{
"udmColumn": "householdsummary.HouseholdID",
"value": "FTP_CSV_1_360profile_customer_11"
},
{
"udmColumn": "householdsummary.PrimaryBrand",
"value": "John Cordan"
},
{
"udmColumn": "householdsummary.PrimaryOrganization",
"value": "Physical"
},
{
"udmColumn": "householdsummary.primarystore",
"value": "Chicago store"
},
{
"udmColumn": "householdsummary.recencydays",
"value": "467"
},
{
"udmColumn": "householdsummary.State",
"value": "CT"
},
{
"udmColumn": "householdsummary.tenuredays",
"value": "1020"
},
{
"udmColumn": "householdsummary.TotalDiscount",
"value": "134"
},
{
"udmColumn": "householdsummary.TotalRevenue",
"value": "2840"
},
{
"udmColumn": "householdsummary.TotalRevenue_13_24Months",
"value": "2351"
},
{
"udmColumn": "householdsummary.TotalRevenue_Last12Months",
"value": "0"
},
{
"udmColumn": "householdsummary.TotalTransactionCount",
"value": "5"
},
{
"udmColumn": "householdsummary.TotalTransactionCount_Last12Months",
"value": "0"
},
{
"udmColumn": "householdsummary.TotalTransactionCount_Last13_24Months",
"value": "4"
},
{
"udmColumn": "householdsummary.Zipcode",
"value": "06880"
},
{
"udmColumn": "householdsummary.aovgroup",
"value": "500+"
},
{
"udmColumn": "householdsummary.LastTransactionDate",
"value": "1523414640000"
},
{
"udmColumn": "householdsummary.Address1",
"value": "17 Ferry Ln"
},
{
"udmColumn": "householdsummary.Address2",
"value": "Unknown"
},
{
"udmColumn": "householdsummary.averagediscountrate",
"value": "0-5%"
},
{
"udmColumn": "householdsummary.City",
"value": "Westport"
},
{
"udmColumn": "householdsummary.Country",
"value": "US"
}
],
"children": [],
"ignore": false
}
],
"{\"displayResourceKey\":\"$utoprecommendations\",\"resource\":\"utoprecommendations\",\"layout\":\"customer\"}": [
{
"rowKey": "\\x06\\x00\\x00\\x01\\xD1\\xFF\\xFF\\xFC\\x0E\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x01FTP_CSV_1_360profile_customer_11",
"values": [
{
"udmColumn": "utoprecommendations.MasterCustomerID",
"value": "FTP_CSV_1_360profile_customer_11"
}
],
"children": [
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203352"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "2"
},
{
"udmColumn": "product.name",
"value": "O handle casserole"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203352.png"
}
],
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203364"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "5"
},
{
"udmColumn": "product.name",
"value": "Caicos Sarah Maria"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203364.png"
}
],
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203356"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "4"
},
{
"udmColumn": "product.name",
"value": "Pitcher with rings"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203356.png"
}
],
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203358"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "3"
},
{
"udmColumn": "product.name",
"value": "oval serving dish glass melt"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203358.png"
}
],
[
{
"udmColumn": "utoprecommendations.sourceproductnumber",
"value": "101203362"
},
{
"udmColumn": "utoprecommendations.ranknumber",
"value": "1"
},
{
"udmColumn": "product.name",
"value": "Breakfast bundle"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203362.png"
}
]
],
"ignore": false
}
],
"{\"displayResourceKey\":\"$customerTransaction360\",\"resource\":\"transaction\",\"layout\":\"customer\"}": [
{
"rowKey": "%\\x00\\x00\\x01\\xD1\\xFF\\xFF\\xFF\\xF5\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x00\\x01FTP_CSV_1_360profile_customer_14\\x00\\x00\\x01b\\xB2\\x96\\xA5\\x80I{\\xFA\\x18\\x82wE\\xF6LHb\\x8D\\xC0\\xC7\\xED\\x87\\xD7\\xE1\\xAD\\xBF",
"values": [
{
"udmColumn": "organization.type",
"value": "Physical"
},
{
"udmColumn": "transaction.CustomerID",
"value": "FTP_CSV_1_360profile_customer_14"
},
{
"udmColumn": "transaction.TransactionTimestamp",
"value": "1523414640000"
},
{
"udmColumn": "transaction.SourceTransactionNumber",
"value": "STORE7_20180410194400"
},
{
"udmColumn": "transaction.Total",
"value": "660"
},
{
"udmColumn": "transaction.Type",
"value": "Purchase"
}
],
"children": [
[
{
"udmColumn": "transactionitem.Type",
"value": "Purchase"
},
{
"udmColumn": "transactionitem.Subtype",
"value": "Shipped"
},
{
"udmColumn": "transactionitem.SaleRevenue",
"value": "310"
},
{
"udmColumn": "product.Name",
"value": "Casserole dish"
},
{
"udmColumn": "product.SourceProductNumber",
"value": "101203346"
},
{
"udmColumn": "product.ProductURL",
"value": null
},
{
"udmColumn": "product.BrandName",
"value": "Steve Arleo"
},
{
"udmColumn": "transactionitem.ShippingRevenue",
"value": "25"
},
{
"udmColumn": "transactionitem.Discount",
"value": "20"
},
{
"udmColumn": "transactionitem.ShipDate",
"value": "1523760240000"
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203346.png"
},
{
"udmColumn": "product.ID",
"value": "101203346"
},
{
"udmColumn": "product.ProductURL",
"value": null
},
{
"udmColumn": "product.ImageURL",
"value": "https://agilone.github.io/images-product/demo/101203346.png"
},
{
"udmColumn": "product.Name",
"value": "Casserole dish"
},
{
"udmColumn": "product.BrandName",
"value": "Steve Arleo"
}
],
[
{
"udmColumn": "transactionitem.Type",
"value": "Purchase"
},
{
"udmColumn": "transactionitem.Subtype",
"value": "Shipped"
},
{
"udmColumn": "transactionitem.SaleRevenue",
"value": "260"
},
{
"udmColumn": "product.Name",
"value": "U handle coffee jar"
},
{
"udmColumn": "product.SourceProductNumber",
"value": "101203354"
},
{
"udmColumn": "product.ProductURL",
"value": null
},
{
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