micsapp Customer.io Security Basics
Overview
Implement security best practices for Customer.io integrations including credential management, PII handling, webhook verification, and GDPR compliance.
Prerequisites
- Customer.io account with admin access
- Understanding of your data classification
- Environment variable management
Instructions
Step 1: Set Up Secure Credential Management
Use a secrets manager (GCP Secret Manager, AWS Secrets Manager) instead of environment variables for production credentials.
Step 2: Implement PII Data Handling
Hash sensitive identifiers with SHA-256 before sending. Sanitize user attributes to remove highly sensitive fields (SSN, credit card) and optionally hash PII fields (phone, address).
Step 3: Configure API Key Rotation
Establish a 90-day rotation schedule. Automate through secrets manager where possible with zero-downtime rotation procedures.
Step 4: Secure Webhook Endpoints
Verify Customer.io webhook signatures using HMAC-SHA256 with crypto.timingSafeEqual. Create Express middleware for automatic verification.
Step 5: Implement Access Controls
Define role-based permissions (admin, editor, viewer) and enable audit logging for security-sensitive operations.
Step 6: Handle Data Retention
Implement user suppression and deletion for GDPR/CCPA compliance. Create anonymization functions for historical analytics data.
For detailed implementation code and configurations, load the reference guide:
Read(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)
Security Checklist
- API keys stored in secrets manager
- API keys rotated every 90 days
- Webhook signatures verified
- PII sanitized before sending
- Minimum necessary data sent
- Team access follows least-privilege
- Audit logging enabled
- GDPR/CCPA deletion process documented
- SSL/TLS enforced for all API calls
Error Handling
| Issue | Solution |
|---|---|
| Exposed credentials | Rotate immediately, audit access |
| PII leak | Delete from Customer.io, notify DPO |
| Unauthorized access | Review access logs, revoke access |
Resources
Next Steps
After implementing security, proceed to customerio-prod-checklist for production readiness.
Output
- Configuration files or code changes applied to the project
- Validation report confirming correct implementation
- Summary of changes made and their rationale
See security implementation details for output format specifications.
Examples
Basic usage: Apply customerio security basics to a standard project setup with default configuration options.
Advanced scenario: Customize customerio security basics for production environments with multiple constraints and team-specific requirements.