Kustomer data classification integration

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Draft note (remove before publishing)

New article: the HubSpot KB had no classification content for Kustomer. Connection steps come from the HubSpot DSR article "Kustomer Integration" and the scanned objects from the code. Confirm that the API key roles below are enough for scanning, and add screenshots.

Automate data classification by integrating MineOS with Kustomer

How It Works

MineOS connects to your Kustomer account with an API key and scans your customer records to detect the personal data they contain.

Note: This article covers data classification. Setting up Kustomer for privacy requests is covered in the Kustomer DSR integration article.

Before You Start

• Make sure you have permission to create API keys in your Kustomer account.
• [Optional] Enable Preview mode to view sample PII values alongside classification results. You must enable Preview mode before running the scan.

Setting Up

Step 1: Create an API key in Kustomer

1. Log in to Kustomer and go to Settings → Security → API Keys.
2. Click Add API Key and fill in:
   • Name: MineOS
   • Roles: org.permission.customer and org.permission.message.read
   • Expiration: No Expiration
3. Click Create and copy the API key.

Step 2: Connect in MineOS

1. Log in to MineOS. On the left sidebar, click Inventory → Data Sources. Click Add Data Source, search for Kustomer and click Add.
2. Open the Kustomer data source → Integrations tab → Request Handling section → select Integration.
3. Paste the API key.
4. Mark the Scan this source using Data Classifier checkbox.
5. Click Test your integration so MineOS can verify the key.
6. Click Test & Save.

You're done! MineOS has been connected to your Kustomer account.

Need Help?

If you need any help with this integration, please contact your Customer Success Manager. They will be happy to assist you!