Generating an API token
- Log in to CX Manager
- Navigate to Settings → API Tokens
- Select Add Token
- Give the token a descriptive name (e.g.,
Shopify Integration,Klaviyo Sync) - Select the scopes this token should have access to
- Select Add Token
- Copy the token immediately: it cannot be viewed again after this screen
Using an API token
Include the token in theAuthorization header of every API request:
Token scopes
Scopes control what the token can access. Common scope configurations:
Use the least privilege principle, only grant the scopes the integration actually needs.
Machine users
For each integration, create a dedicated Machine User in CX Manager (Settings → Users) with the Machine role. Generate all tokens for that integration under this user. This makes it easy to:- Identify which system each token belongs to
- Rotate credentials for a single integration without affecting others
- Audit API activity by system
Token rotation
To rotate a token:- Generate a new token for the same machine user
- Update the integration to use the new token
- Delete the old token from CX Manager