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Customer Setup for CDP

This guide explains what you, as the customer, need to provide to enable the integration between your CDP CRM and our Marketplace.

1. Prerequisites​

Before proceeding, ensure you have the following:

  • Access to your CDP account.
  • Access to the Marketplace platform.

2. Generate API Token and Tenant ID​

To enable the integration, you need to generate an API token and provide your Tenant ID. Follow these steps:

Steps to Generate API Token and Retrieve Tenant ID​

  1. Log in to your CDP account.
  2. In the left navigation menu, click on the Settings icon.
  3. Under the General tab, scroll down to the API Token section.

CDP API Token section under Settings > General

  1. Locate your Tenant ID and copy it. Save it securely for later use.
  2. Click on Create API Token.
  3. In the token creation form:
    • Role: Select Default.
    • Name: Enter a descriptive name, such as CDP Integration with Marketplace.

CDP API token creation form

  1. Generate the token and copy it. Save it securely, as it will not be displayed again.

What to Provide​

  • Tenant ID
  • API Token

3. Retrieve Profile Type ID​

To enable profile data synchronization, you need to provide the Profile Type ID. Follow these steps:

Steps to Retrieve Profile Type ID​

  1. In your CDP CRM account, navigate to the Profile Insights section from the side navigation menu.
  2. Open any profile.
  3. In the browser's URL bar, locate the Profile Type ID after the / in the URL.
    • Example: If the URL is profiletypes/12345, the Profile Type ID is 12345.
  4. Copy the Profile Type ID and save it securely.

CDP Profile Type ID visible in the profile URL

4. Share Details with the Delivery Team​

Once you have the following details, share them with the delivery team:

  • Tenant ID
  • API Token (Product Token)
  • Profile Type ID