Connecting to Customer Thermometer

This document is a step by step guide for setting up the Customer Thermometer integration within BrightGauge. 

 

Step 1 - Log in to your BrightGauge Account  

 

If you haven’t created one yet, go here to get started.

 

If you are logged in with a New Account:

From the account Overview page, click on the "Add a Datasource" button:

 If you are logged in with an Existing Account:

Click on the "Data" menu at the top righthand corner of the screen, and select "Datasources" from the drop down menu:

Whether a new account or an existing, clicking on the Customer Thermometer datasource logo will bring you to the page below.  Keep it open as we'll come back to it in Step 3.

Step 2 - Get the API key from Customer Thermometer

Now we need to go to Customer Thermometer to get the API key.  Their documentation can be found here, but we have it below as well   

  1. Login to your Customer Thermometer account. At the top of the page, click on the Settings link.
  2. In account settings, click on the API tab in the bar at the middle of the screen (#1)
  3. On the API page, copy the API Key at the center of your screen (#2).

Now that you've copied your API key, go back to the page from Step 1 and proceed onto Step 3.

Step 3 - Input Customer Thermometer credentials

You'll now need to fill in the appropriate information.

  1. Name - name the datasource.  This can be Customer Thermometer or anything you want
  2. Customer Thermometer API Token - This is the key that you copied in Step 2

Step 4 - Test Connection

Once you've filled out all of the fields, make sure to test the connection.  If successful, save the connection.

Please note, a common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong credentials for the database user field. When a test connection is successful, the page is refreshed and the autofill takes effect automatically without the user realizing. The user then selects save, accidentally saving the autofilled credentials which are incorrect. A way to prevent this issue is to open a private browsing window (or incognito window) to fill out the datasource configuration page, or simply retyping the credentials after the test connection and clicking "Save".

Once you’ve saved the connection then the datasets and gauges will be added to your account and they will start syncing immediately.  Initial syncs usually take 20-30 minutes.

 

For additional information, please check out our support forums here.
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