--- title: "Insider" slug: "insider" description: "The user manual provides comprehensive guidance on using the Antavo Management UI for managing loyalty programs." updated: 2025-08-20T22:03:54Z published: 2025-08-20T22:03:54Z canonical: "docs.antavo.com/insider" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.antavo.com/llms.txt > Use this file to discover all available pages before exploring further. # Insider Insider's customer data platform (CDP) enables enterprise marketers to connect customer data across channels and systems, predict customer behavior, and individualize customer experiences across channels. > [!NOTE] > This integration supports **two-directional synchronization**, allowing data to be exchanged between Antavo and Insider in **both directions**. To access the configuration interface, navigate to the Modules menu and search for Insider integration in the list. ## Configuring the connection ### Generate the Insider API key The module configuration requires an **API key** for the specific Insider workspace, which can be found in the Insider account's **Integration Settings**. To obtain it, follow the steps below: - In your Insider account, click your email address, then select **Settings** > **Inone Settings** from the dropdown ![insider settings menu](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/insider_settings_menu.png) - Select the **Integration Settings** tab ![insider integration settings](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/insider_integration_settings.png) - Scroll down to the **API keys** section, then click **Generate API Key** ![insider generate api key](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/insider_generate_api_key.png) - Select **Unified Customer Database** as the type of the API key, then click **Next** ![insider select key type](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/insider_select_key_type.png) - **Copy** the generated API key This key is required to set up the Insider integration in Antavo. ![insider api key](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/insider_api_key.png) > [!WARNING] > You can only **view and copy the API key immediately after it is generated**. Once you click Done, you won't be able to reaccess the API key on the Insider platform. ### Configure the Antavo settings In Antavo's Management UI, go to the Insider module's configuration page, then follow the steps below: - Under General Settings, set up the **customer ID mapping**: - Select the **Antavo identifier attribute** you want to use to identify the customer. This can be the Antavo customer ID or a customer attribute that has been set as an external ID. - Select the respective **Insider identifier attribute** - a UUID or an email address, or type a custom identifier attribute. - In the **Insider partner name** field, enter the name of your Insider account - In the **Insider API key** field, paste the API key you have copied from the Insider workspace's integration settings - Click **Save** at the bottom of the page ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/insider_settings(1).png) ## Configuring outbound communication from Antavo to Insider ### Customer synchronization To configure the customer data mapping between the two systems: - Navigate to the **Outbound settings** section - Click **Add mapping** next to **Outbound profile mapping** - In the field under **Antavo**, select a customer attribute from the dropdown list - In the field under **Insider**, type the corresponding customer attribute as used in Insider - If the added attribute is a custom field in Insider, mark the **Custom** checkbox ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/outbound_profile.png) > [!NOTE] > Please refer to Insider's [Attributes and Events](https://academy.useinsider.com/docs/attributes-events-overview) documentation for more information on Insider customer attributes. > > Note that: > > - Phone numbers are only accepted in **E.164** format > - Birthdays must follow the **RFC 3339** date-time format - To map additional customer attributes, click **Add mapping**, then provide the Antavo attribute name and its corresponding Insider attribute in the respective fields - Click **Save** ### Event synchronization To configure the event property mapping between the two systems: - Click **Add event** next to **Outbound event mapping** - In the field under **Antavo**, select the Antavo event you want to synchronize from the dropdown list - In the field under **Insider**, type the name of the corresponding Insider event - To map the event parameters, click **Add mapping** - Select the Antavo event parameter from the dropdown list under **Antavo** - Type the name of the corresponding Insider event parameter under **Insider** - If the added parameter is a custom parameter in Insider, mark the **Custom** checkbox ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/outbound_event.png) > [!NOTE] > Please refer to Insider's [Attributes and Events](https://academy.useinsider.com/docs/attributes-events-overview) documentation for more information on Insider event attributes. - To map additional event parameters, click **Add mapping**, then provide the Antavo event parameter and its corresponding Insider event parameter in the respective fields - Click **Save** ## Configuring inbound communication from Insider to Antavo To send data from Insider to Antavo, you need to configure the sync in both systems: - In Insider, define what data should be sent. - In Antavo, set up how this data should be mapped. ### Configure Insider webhooks You need to create separate webhooks for: - **Event synchronization** - **Customer attribute synchronization** #### Create a webhook in Insider - Go to **Components → Integrations → External integration** - Select **Webhook** - Enter a name for your webhook integration. - Click **Save** ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/webhook_integration(2).png) After saving, you’ll find the webhook under the **Integrated Platforms** tab. Once the integration has been created, you’ll be redirected to the **Rules** page of the integration, where you can configure the mapping. #### Event synchronization 1. **Define Rules** - Open the **Events** tab and select **Custom Events** - Define the **Event trigger** by selecting the Insider event to be synced You can add multiple triggers with the **Add Attribute Trigger** option. - Add **Event parameters** to be included in the request - Add **additional Insider customer attributes** to the payload (optional) Always include the [customer ID](/engine/docs/insider#configure-the-connection-in-antavo), so Antavo can correctly identify which customer the event belongs to. - Click **Save and Continue** ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/event_rules(3).png) > [!NOTE] > Please refer to Insider's [Attributes and Events](https://academy.useinsider.com/docs/attributes-events-overview) documentation for more information on Insider event attributes. **2. Configuration** - Add the **POST endpoint** to which the sync request should be sent: [https://api.{your_environment}.antavo.com/v1/webhook/insider/profile?api_key={your_api_key}](https://api.{your_environment}.antavo.com/v1/webhook/insider/profile?api_key={your_api_key}) Replace *{your_environment}* and *{your_api_key}* with the values from your Antavo workspace. You can find them under [Settings → API](/engine/docs/api-settings#api-key-and-secret) in the Antavo Management UI. - Use the **Test Webhook** button to send a test request to the configured endpoint. - Click **Save and Continue** 1. **Launch** - Set the status to **Active** - Click **Save as Active** ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/events_launch.png) #### Customer attribute synchronization 1. **Define Rules** - Open the **Attributes** tab and select **Attributes** - Define the **Attribute trigger**: - Select the Insider attribute to be synced - Choose the action that should trigger the synchronization (e.g., change, change from → to values, change to, generated as) - You can add multiple triggers with the **Add Attribute trigger** option - Add **additional Insider customer attributes** to the payload (optional) Always include the [customer ID](/engine/docs/insider#configure-the-connection-in-antavo) so Antavo can identify which customer profile should be updated. - Click **Save and Continue** ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/attr_trigger.png) > [!NOTE] > Please refer to Insider's [Attributes and Events](https://academy.useinsider.com/docs/attributes-events-overview) documentation for more information on Insider customer attributes. 1. **Configuration** - Add the POST endpoint to which the sync request should be sent: [https://api.{your_environment}.antavo.com/v1/webhook/insider/profile?api_key={your_api_key}](https://api.{your_environment}.antavo.com/v1/webhook/insider/profile?api_key={your_api_key}) Replace *{your_environment}* and *{your_api_key}* with the values from your Antavo workspace. You can find them under [Settings → API](/engine/docs/api-settings#api-key-and-secret) in the Antavo Management UI. - Use the **Test Webhook** button to send a test request to the configured endpoint - Click **Save and Continue** 1. **Launch** - Set the status to **Active** - Click **Save as Active** ### Configure mapping in Antavo #### Customer synchronization To configure the customer data mapping between the two systems: - Click **Add mapping** next to **Inbound profile mapping** - In the field under **Insider**, type the customer attribute as used in Insider - In the field under **Antavo**, select a corresponding customer attribute from the dropdown list ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/inbound_customer.png) > [!NOTE] > Please refer to Insider's [Attributes and Events](https://academy.useinsider.com/docs/attributes-events-overview) documentation for more information on Insider customer attributes. - To map additional customer attributes, click **Add mapping +**, then provide the Antavo attribute name and its corresponding Insider attribute in the respective fields - Click **Save** #### Event synchronization To configure the event property mapping between the two systems: - Click **Add event** next to **Inbound event mapping** In the field under **Insider**, type the name of the corresponding Insider event - In the field under **Antavo**, select the Antavo event you want to synchronize from the dropdown list - To map the event parameters, click **Add mapping +** - Type the name of the corresponding Insider event under Insider - Select the corresponding Antavo event parameter from the dropdown list under **Antavo** ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/inbound_event(1).png) > [!NOTE] > Please refer to Insider's [Attributes and Events](https://academy.useinsider.com/docs/attributes-events-overview) documentation for more information on Insider event attributes. - To map additional event parameters, click **Add mapping +**, then provide the Insider event parameter and its corresponding Antavo event parameter in the respective fields - Click **Save** > [!NOTE] > If [auto-subscribe](https://docs.antavo.com/docs/general-settings#auto-subscribe) is enabled, any inbound request (both event and customer) from Insider for a customer who does not yet exist in Antavo will **automatically create the customer with an *inactive* status.** ## Logs Once synchronization is set up and running, you can track traffic activity in both directions. ### Outbound logs Open the **Outbound logs** tab to browse the logs of requests sent from Antavo to Insider. For each outbound API request to Insider, the following information is displayed: | **Timestamp** | Date and time of the outbound request | | --- | --- | | **Customer ID** | The Customer’s name and ID | | **Event type** | Type of event that triggered the synchronization | | **Status code** | HTTP status code returned by the request | | **Response time (s)** | Time elapsed between the request and the response (in seconds) | | **Error** | Error message returned (if applicable) | | **Identifier** | Identifier of the request | ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/outbound_log.png) You can expand each log entry to view the full request and response body. #### Filter the outbound logs On the Outbound logs page, use the **Search** field at the top to enter one or more filter criteria. You can filter the results by: - Identifier - Customer ID - Event type - Error - Status code - Response body Click **Search** to display the filtered results. To reset the filter, click the **X** button at the end of the search field. ### Inbound logs Open the **Inbound logs** tab to browse the logs of requests sent from Insider to Antavo. For each inbound API request, the following information is displayed: | **Timestamp** | Date and time of the inbound request | | --- | --- | | **Customer ID** | Customer’s name and ID | | **Type** | Type of the request (profile or event) | | **Action** | Action triggered in Antavo | | **Status** | Status of the incoming request (error or done) | | **Event** | ID of the registered Antavo event | | **Error** | Error message returned (if applicable) | | **Identifier** | Identifier of the request | You can expand each log entry to view the full request body. ![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/inbound_log(1).png) #### Filter the inbound logs On the Inbound logs page, use the **Search** field at the top to enter one or more filter criteria. You can filter the results by: - Identifier - Customer ID - Request type - Action - Status - Event - Error - Response body Click **Search** to display the filtered results. To reset the filter, click the **X** button at the end of the search field.