CustomerX Connector: Sync to BigQuery and More Now
Managed connector to sync customers, CSAT, and tasks from CustomerX to BigQuery, Redshift, ClickHouse, and more. No pipelines to maintain.
If your company uses CustomerX for Customer Success, the customer and satisfaction data stored there only becomes a competitive advantage when it leaves the SaaS tool and joins the rest of your modern data stack. On their own, CSAT and customer data get trapped in an isolated dashboard. When joined with product, financial, and CRM data, they become the foundation for building your own account health score model, instead of relying on a generic number calculated by a black-box formula within the tool.
Erathos is launching the managed connector for CustomerX. Three available endpoints, eight supported destinations, and zero pipeline code to write or maintain.
What is CustomerX
CustomerX is a Brazilian Customer Success platform that helps companies manage customer relationships through onboarding, experience monitoring, retention, and revenue expansion. The platform offers Health Scores, satisfaction surveys (NPS/CSAT), playbooks, and task management within its own interface.
What you can ingest
The CustomerX connector delivers three endpoints ready to be materialized in your target data warehouse:
Endpoint | What it contains |
|---|---|
| Customer registration and account data |
| Satisfaction survey responses (CSAT/NPS) |
| Tasks created and assigned within CustomerX |
The supported destinations are BigQuery, Redshift, Databricks, ClickHouse, PostgreSQL, Supabase, Azure Synapse, and Amazon S3.
What you can do once CustomerX data lands in your warehouse
Build your own account health model. CustomerX calculates Health Scores internally, but this number is limited to the tool's closed logic. With clients and csat in your warehouse, joined with product usage and financial data, you can build a transparent, version-controlled, and customizable account health model, instead of relying on a black box.
Satisfaction analysis by segment. With csat in the warehouse, you can join satisfaction scores with subscription plans, customer lifetime, or any other attribute from clients, allowing you to identify which segment dissatisfaction is concentrated in, something the native CustomerX dashboard doesn't let you slice freely.
Correlation between operational workload and churn. By joining tasks (the volume of CS tasks opened per account) with billing data, you can identify whether accounts that generate more operational work for the CS team are also the ones with the highest churn risk or higher LTV, a question that requires raw data, not dashboard aggregates.
Customer 360 view. Unifying clients from CustomerX with CRM, billing, and support data in the same warehouse enables your data team to create a single source of truth without relying on manual exports or intermediate spreadsheets.
How to authenticate
Connector authentication requires one field:
- Token: Your personal CustomerX API Token
To find your token, open the menu in the top right corner within CustomerX, click on Ver Perfil (View Profile), and copy the value from the API Token field. Paste it into the Token field in Erathos.
The complete process is documented at docs.erathos.com/connectors/apis/customerx.
Why outsource ingestion to Erathos
The premise of the connector is straightforward: maintaining ingestion pipelines shouldn't be your data team's responsibility. Pagination, rate limits, retries, schema evolution, failure alerts, volume drop alerts, backfills. All of this is handled by the platform.
Once the connector is configured, the platform delivers:
End-to-end visibility for every run. Extraction time per endpoint, record counts per window, which windows were processed, and where retries occurred.
Out-of-the-box alerting. Run failures, volume drops per endpoint, and window delays are detected and routed through the alerting integrations your team already uses.
Reprocessing as a native platform operation. When you need to backfill or reprocess a window, it is a simple platform operation, not an ad-hoc scripting sequence in your warehouse.
FAQ about the CustomerX connector
Does the CustomerX connector pull the Health Score directly from the tool?
No. The Health Score calculated by CustomerX is internal to the platform and is not exposed via an API endpoint. What the connector delivers is the raw customer and CSAT data, which you can use to build your own custom account health model in your warehouse using the business logic that makes sense for you.
Which CustomerX data can I sync to my warehouse?
Customer data, satisfaction survey responses (CSAT/NPS), and tasks. The full list is available in the endpoints table above.
Does the connector support incremental sync?
Yes, all three endpoints are synced incrementally after the initial historical load.
Where do I find my CustomerX API Token?
Inside CustomerX, go to the user menu in the top-right corner, click on "Ver Perfil", and find the API Token field.
Which destinations can the CustomerX connector sync data to?
BigQuery, Redshift, Databricks, ClickHouse, PostgreSQL, Supabase, Azure Synapse, and Amazon S3.
Available Pipelines
The CustomerX connector is available for the following destinations:
- CustomerX → BigQuery
- CustomerX → Redshift
- CustomerX → Databricks
- CustomerX → ClickHouse
- CustomerX → PostgreSQL
- CustomerX → Supabase
- CustomerX → Azure Synapse
- CustomerX → Amazon S3
Get Started
Create your Erathos account and connect CustomerX to your warehouse in minutes. With your token ready, your first data loads will land without a single line of pipeline code to write, maintain, or monitor.