> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Kustomer

> Configure data exchange between CloudTalk and Kustomer to ensure your data stays up to date.

> [!NOTE]
>
> This guide covers how to set up and use the CloudTalk + Kustomer integration. You’ll learn the prerequisites, step-by-step configuration, and available customization options.

**User level**: Admin

***

> [!WARNING]
>
> Looking for instructions on how calls appear in Bullhorn or how agents use the integration?\
> See [Using CloudTalk with Kustomer](https://help.cloudtalk.io/en/articles/14994835-using-cloudtalk-with-kustomer.md).

## Prerequisites

Before you begin, make sure that:

* Your CloudTalk account is on an [Essential, Expert, or Custom CloudTalk plan](https://www.cloudtalk.io/pricing).

* You have an active [Kustomer account](https://www.kustomerapp.com/domain).

* You have admin access in both Kustomer and CloudTalk

* The email address you use in CloudTalk must match exactly with the email address in your Kustomer account. If the emails do not match, synchronization will not work correctly.

## Configure Kustomer

First, create an API key with the following settings in Kustomer using this [guide](https://help.kustomer.com/en_us/api-keys-SJs5YTIWX). You’ll need this in step 5.

1. **Roles**:

   * org.admin

   * org.permission

   * org.user

2. **Expires (in days)**: No Expiration

3. **CIDR IP Restriction (10.0.0.1/24, 10.0.0.2/24)**: leave this blank

![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/6604201/12ce2a34f1d5-ku1.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=a0d259f91ae392f5c5f8166413d8a45b)

**Next steps:**

1. Login to your CloudTalk [Dashboard](https://dashboard.cloudtalk.io/login).

2. Go to **Settings** > **Integrations**.

3. In the **Add Integration** section, find **Kustomer** and click `+ Add`.

4. Enter your **API Key** from step 1 and your **URL Address**, and click `SUBMIT`.

   ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/6604201/2c40b8da3678-image.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=af09d4c6222c36af111ae20bed8a859f)

5. Optionally, in the **General settings** section, give your integration a custom name and contact tag.\
   💡Useful for companies which have separate Kustomer integrations for different teams.

6. In the **Workflow settings** section:

   * enable or disable call exporting for each type of call

   * create either open or closed conversations for each type of call

   * enable or disable creating Kustomer customers & tickets for numbers which aren’t already associated with a CloudTalk contact

     ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/6604201/a425d744a202-image.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=81a9869ce3fce2f2ea071ce38908d136)

7. To only log calls for specific CloudTalk numbers, add these numbers in the **Connected numbers** section.

8. In the **Workflow settings for SMS** section:

   * enable or disable creating Kustomer conversations for SMS messages

   * enable or disable creating these conversations for specific types of SMS messages

   * decide whether these SMS messages create open or closed conversations

     ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/6604201/890895b115b1-image.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=f8f354bd0fb21340197b0eb43f4aab72)

9. To only log SMS messages for specific CloudTalk numbers, add these numbers in the **Connected numbers for SMS** section.

10. Make sure your integration is set to `Active` and click `Save`.

> [!WARNING]
>
> **Note**: When message export is enabled, both **SMS** and **WhatsApp** messages are exported using the same setting.
>
> Exported messages are not distinguished by channel in the CRM.
>
> The initial outbound WhatsApp template message is not exported.

## Disconnect or Remove Integration

You have two options if you no longer want to use the integration:

* **Deactivate:** In your CloudTalk Dashboard, go to **Settings > Integrations > Kustomer** and toggle the status to inactive. This pauses syncing but keeps your settings.

![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/6604201/a90f9af75acd-screenshot-2026-05-05-at-15-29-04.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=99fe885d0bf9ade02c02c05fb1a0e372)

* **Remove:** To remove the integration completely, go to **Configure > Delete Integration**, type **DELETE**, and confirm.

![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/6604201/125a2d49d99c-screenshot-2025-05-30-at-17-56-14.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=47a1513ae0541c87066264dcdb0f4385)

***

*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Using CloudTalk with Kustomer](https://help.cloudtalk.io/en/articles/14994835-using-cloudtalk-with-kustomer.md)
- [Triggering a VoiceAgent Call from Kustomer](https://help.cloudtalk.io/en/articles/16063131-triggering-a-voiceagent-call-from-kustomer.md)
- [Configure Attio](https://help.cloudtalk.io/en/articles/16815852-configure-attio.md)


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