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Documentation Index

Fetch the complete documentation index at: https://docs.omneo.io/llms.txt

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API Tokens are pre-generated bearer tokens used to authenticate requests to the Omneo API. They are the simplest way to authenticate server-to-server integrations.

Generating an API Token

  1. Log in to CX Manager
  2. Navigate to Settings → API Tokens
  3. Click Add Token
  4. Give the token a descriptive name (e.g., Shopify Integration, Klaviyo Sync)
  5. Select the scopes this token should have access to
  6. Click Add Token
  7. Copy the token immediately — it cannot be viewed again after this screen

Using an API Token

Include the token in the Authorization header of every API request:
curl -H "Authorization: Bearer YOUR_TOKEN_HERE" \
     -H "Accept: application/json" \
     https://api.[tenant].getomneo.com/api/v3/profiles

Token scopes

Scopes control what the token can access. Common scope configurations:
IntegrationRecommended scopes
Full admin integration* (all scopes)
Read-only reportingRead scopes only
Transaction importtransactions.*
Profile syncprofiles.*
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
Machine users should never be used for human logins.

Token rotation

To rotate a token:
  1. Generate a new token for the same machine user
  2. Update the integration to use the new token
  3. Delete the old token from CX Manager

Managing tokens

View and delete all active tokens in CX Manager under Settings → API Tokens.