Note that while Centercode’s integration features are intended to be approachable by a Customer Validation Professional, you might need to enlist help from an internal technical resource and refer to our vocabulary and troubleshooting documentation.

Webhooks enable Centercode to send data to third-party systems and optionally receive External Data responses. External Data allows you to leverage that information by storing it against Users or Feedback Tickets. This can be used anywhere via the Centercode Data Engine - as Dynamic Tags, in User & Feedback Management, Reporting, and even other integrations! 

The principles included in this guide apply to triggering a Feedback or User Webhook Macro within Centercode to any API-capable endpoint and capturing return data. In this example, we’ll be sending Centercode user data to Shippo to validate shipping addresses. 

In this guide, you will:

  1. Create an (or identify an existing) API Key in Centercode
  2. Create a POST Webhook Request in Centercode
  3. Configure External Data Fields to Capture Return Values in Centercode

In order to configure both sides of this integration, you will need:

  1. Access to an existing API Key or Community Manager access to create a new one
  2. Community or Project Manager access in the project of your choice (or your project template)
  3. A valid Shippo authentication token

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Preparing to Send Data to Your External System

1.   Creating an API Key

From the Centercode side, the first step in any API integration is to ensure that you have an API Key available within your Centercode Community. While this integration doesn’t use an API key, your integration features won’t be visible unless one is available.

If necessary, create a Community API Key by following steps outlined here.
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2.  Creating a Webhook Macro

Macros allow you to create a single instruction that includes a set of actions to complete a desired task. User Macros perform these actions on users relative to their accounts within Centercode. In this example, we’re creating a User Macro to send shipping data into your Shippo dashboard, then receive validation results.

From the Community or Project Homepage:

  1. Click Users (left-hand menu)
  2. Click User Resources
  3. Create a new Macro
  4. Click Trigger Webhooks
  5. Under Web Request, select POST and enter Shippo’s API Endpoint: https://api.goshippo.com/addresses/
  6. Include the Shippo authorization token in the Header field (detailed below)
  7. Select JSON from the Content Type dropdown
  8. Add your JSON Body and Address Dynamic Tags (detailed below)
  9. Select Capture Return Values (detailed below)
  10. Create or select your Data Group Label
  11. Create a Label for address validation results
  12. In Parameter, type validation_results.is_valid
  13. Select the Boolean data Type
  14. Click the Add Field button
  15. Under Additional Options, click Show in User Management Actions
  16. Click Submit

You’ve just created your Webhook Macro to validate user shipping address!
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Headers for Authentication

Shippo’s API endpoint is static and authenticates through your header token. Headers allow you to define additional static values sent with each request. Not all API calls require headers to be defined, but Shippo does. Please add the following to your header:

Authorization: <your Shippo token>

For example
Authorization: ShippoToken shippo_live_ab123c2d123ef12
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The JSON Body

JSON is a computing language that’s used to transmit data to and from systems. This field is what is going to be sent from Centercode to your third-party system. Please feel free to use this example to send dynamic user shipping addresses. Centercode’s dynamic tags correspond to a shipping survey or User Profile. The minimum requirements are below:

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Capturing External Data

Note that you can find more information on the definitions of these fields and options in our Integration Terms and Troubleshooting documentation. For this integration, the italicized text is used.

  • Create a new Data Group Label or select a pre-existing group
  • Label the data fields you're expected to receive and store
    eg. Address is Correct?
  • Use Parameter to identify the data received in the response from Shippo
    eg. validation_results.is_valid
  • For each incoming data point, set it's correct Type to properly classify it
    eg. Boolean
  • Mark the incoming data field as a Favorite to display it on the user’s Summary or feedback ticket

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Using Your Address Validation Webhook

Once your Webhook Macro is configured, you may use it to send user data to your external system to capture return data. In this example, we’ll send tester shipping addresses to Shippo to capture validation results.

3. Using Your Webhook

Like any User Macro within Centercode, you can trigger your Address Validation Macro manually (individually or in bulk), as a Notice (Click here), or on an automated schedule (Click here). 

Bulk Manual Trigger
To trigger manually, start at the Community Homepage:

  1. Click Community Tools
  2. Click Users in the left-hand menu
  3. Create a Filter, if desired
  4. Under Action, select your Webhook Macro
  5. Click Perform Action

You’ve just sent your data to your third-party system and captured return data!
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4. Review Your External Data Results

The External Data returned from your third-party system extends the reach of your Centercode Data engine. These results can be leveraged in Reporting, User or Feedback Management, and user’s summary or feedback ticket.

Creating an External Data View

Viewing External Data in User Management

Viewing External Data in the User Summary

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Troubleshooting your Webhook

If you find that your Webhook failed or that data isn’t updated as expect, you’ll want to review the Webhook’s logs to troubleshoot any issues. 

From User Management:

  1. Click User Resources
  2. Hover over your Macro and click Macro Webhook Log
  3. Hover over a username and click Macro Webhook Log

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Status codes are covered in this article:
Understanding Integration Terms & Troubleshooting
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Related Articles

Understanding Integration Terms & Troubleshooting
Creating Your Community-Level API Key
Centercode Guide to Simple Webhooks
Centercode Guide to Simple External Listeners
Centercode Guide to Simple External Feedback
Centercode Guide to Simple Data Packages
Centercode Guide to Simple External Users
Centercode Guide to Simple Record Lookup
Update Centercode Feedback via External Tracking Systems
Updating External Tracking Systems via Webhooks
Sending Customer Feedback to External Systems via Webhook

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