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SaaS Security Administrator's Guide

Onboard a Customer.io App to SSPM

Table of Contents

Onboard a Customer.io App to SSPM

Connect a Customer.io instance to SSPM to detect posture risks.

For SSPM to detect posture risks in your Customer.io instance, you must onboard your Customer.io instance to SSPM. Through the onboarding process, SSPM logs in to Customer.io using administrator account credentials. SSPM uses this account to scan your Customer.io instance for misconfigured settings. If there are misconfigured settings, SSPM suggests a remediation action based on best practices.

SSPM gets access to your Customer.io instance by using Okta SSO credentials that you provide during the onboarding process. For this reason, your organization must be using Okta as an identity provider. The Okta account must be configured for multi-factor authentication (MFA) using one-time passcodes.

To onboard your Customer.io instance, you complete the following actions:

Collect Information for Accessing Your Customer.io Instance
Connect SSPM to Your Customer.io Instance

Collect Information for Accessing Your Customer.io Instance

To access your Customer.io instance, SSPM requires the following information, which you will specify during the onboarding process.

Item	Description
User	An email address of an Okta user account. `Required Permissions:` The user must be a Customer.io administrator.
Password	The password for the Okta user account.
Okta Domain	The Okta subdomain for your organization. The subdomain was included in the login URL that Okta assigned to your organization.
MFA Secret Key	A key that is used to generate one-time passcodes for multi-factor authentication.

As you complete the following steps, make note of the values of the items described in the preceding table. You will need to enter these values during onboarding to access your Customer.io instance from SSPM.

Identify the Okta user account that SSPM will use to access your Customer.io instance. The user account must have administrator privileges in Customer.io. SSPM needs this administrator access to monitor your Customer.io instance.

Remember which account you will use to access your Customer.io instance through Okta SSO authentication from SSPM. You will provide the login credentials to SSPM during the onboarding process.
To access the administrator account using Okta credentials:
1. Identify your Okta subdomain.
2. Generate and copy an MFA secret key.

Connect SSPM to Your Customer.io Instance

By adding a Customer.io app in SSPM, you enable SSPM to connect to your Customer.io instance.

From the Add Application page (Posture SecurityApplicationsAdd Application ), click the Customer.io tile.
Under posture security instances, Add Instance or, if there is already an instance configured, Add New instance.
Enter the user credentials, Okta domain, and MFA secret key for accessing your Customer.io instance and Connect.

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