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Customer.io CI Integration

customerio-ci-integration

Configure Customer.io CI/CD integration. Use when setting up automated testing, deployment pipelines, or continuous integration for Customer.io integrations. Trigger with phrases like "customer.io ci", "customer.io github actions", "customer.io pipeline", "customer.io automated testing".

SKILL.md

Full skill instructions

Customer.io CI Integration

Overview

Set up CI/​CD pipelines for Customer.io integrations with automated testing and deployment.

Prerequisites

  • CI/​CD platform (GitHub Actions, GitLab CI, etc.)
  • Separate Customer.io workspace for testing
  • Secrets management configured

Instructions

Step 1: GitHub Actions Workflow

# .github/​workflows/​customerio-integration.yml
name: Customer.io Integration Tests

on:
  push:
    branches: [main, develop]
    paths:
      - 'src/​lib/​customerio/​**'
      - 'tests/​customerio/​**'
  pull_request:
    branches: [main]

env:
  NODE_VERSION: '20'

jobs:
  test:
    runs-on: ubuntu-latest
    environment: testing

    steps:
      - uses: actions/​checkout@v4

      - name: Setup Node.js
        uses: actions/​setup-node@v4
        with:
          node-version: ${{ env.NODE_VERSION }}
          cache: 'npm'

      - name: Install dependencies
        run: npm ci

      - name: Run unit tests
        run: npm run test:unit -- --coverage
        env:
          CUSTOMERIO_SITE_ID: ${{ secrets.CUSTOMERIO_TEST_SITE_ID }}
          CUSTOMERIO_API_KEY: ${{ secrets.CUSTOMERIO_TEST_API_KEY }}

      - name: Run integration tests
        run: npm run test:integration
        env:
          CUSTOMERIO_SITE_ID: ${{ secrets.CUSTOMERIO_TEST_SITE_ID }}
          CUSTOMERIO_API_KEY: ${{ secrets.CUSTOMERIO_TEST_API_KEY }}

      - name: Upload coverage
        uses: codecov/​codecov-action@v3
        with:
          files: ./​coverage/​lcov.info

  smoke-test:
    needs: test
    runs-on: ubuntu-latest
    environment: staging

    steps:
      - uses: actions/​checkout@v4

      - name: Run smoke tests
        run: |
          curl -s -o /​dev/​null -w "%{http_code}" \
            -X POST "https://track.customer.io/​api/​v1/​customers/​ci-test-${{ github.run_id }}" \
            -u "${{ secrets.CUSTOMERIO_STAGING_SITE_ID }}:${{ secrets.CUSTOMERIO_STAGING_API_KEY }}" \
            -H "Content-Type: application/​json" \
            -d '{"email":"[email protected]","_ci_run":"${{ github.run_id }}"}' | grep -q "200"

      - name: Cleanup test user
        if: always()
        run: |
          curl -X DELETE \
            "https://track.customer.io/​api/​v1/​customers/​ci-test-${{ github.run_id }}" \
            -u "${{ secrets.CUSTOMERIO_STAGING_SITE_ID }}:${{ secrets.CUSTOMERIO_STAGING_API_KEY }}"

Step 2: Test Fixtures

// tests/​fixtures/​customerio.ts
import { TrackClient, RegionUS } from '@customerio/​track';

export function createTestClient(): TrackClient {
  if (!process.env.CUSTOMERIO_SITE_ID || !process.env.CUSTOMERIO_API_KEY) {
    throw new Error('Customer.io test credentials not configured');
  }

  return new TrackClient(
    process.env.CUSTOMERIO_SITE_ID,
    process.env.CUSTOMERIO_API_KEY,
    { region: RegionUS }
  );
}

export function generateTestUserId(): string {
  const timestamp = Date.now();
  const random = Math.random().toString(36).substring(7);
  return `test-user-${timestamp}-${random}`;
}

export async function cleanupTestUser(
  client: TrackClient,
  userId: string
): Promise<void> {
  try {
    await client.destroy(userId);
  } catch (error) {
    console.warn(`Failed to cleanup test user ${userId}:`, error);
  }
}

Step 3: Integration Test Suite

// tests/​integration/​customerio.test.ts
import { describe, it, expect, beforeAll, afterAll } from 'vitest';
import { createTestClient, generateTestUserId, cleanupTestUser } from '../​fixtures/​customerio';

describe('Customer.io Integration', () => {
  const client = createTestClient();
  const testUsers: string[] = [];

  afterAll(async () => {
    // Cleanup all test users
    await Promise.all(testUsers.map(id => cleanupTestUser(client, id)));
  });

  describe('Identify', () => {
    it('should create a new user', async () => {
      const userId = generateTestUserId();
      testUsers.push(userId);

      await expect(
        client.identify(userId, {
          email: `${userId}@test.com`,
          created_at: Math.floor(Date.now() / 1000)
        })
      ).resolves.not.toThrow();
    });

    it('should update existing user', async () => {
      const userId = generateTestUserId();
      testUsers.push(userId);

      await client.identify(userId, { email: `${userId}@test.com` });
      await expect(
        client.identify(userId, { plan: 'premium' })
      ).resolves.not.toThrow();
    });
  });

  describe('Track', () => {
    it('should track event for user', async () => {
      const userId = generateTestUserId();
      testUsers.push(userId);

      await client.identify(userId, { email: `${userId}@test.com` });
      await expect(
        client.track(userId, {
          name: 'test_event',
          data: { source: 'integration-test' }
        })
      ).resolves.not.toThrow();
    });
  });

  describe('Error Handling', () => {
    it('should reject invalid credentials', async () => {
      const badClient = new TrackClient('invalid', 'invalid', { region: RegionUS });
      await expect(
        badClient.identify('test', { email: '[email protected]' })
      ).rejects.toThrow();
    });
  });
});

Step 4: GitLab CI Configuration

# .gitlab-ci.yml
stages:
  - test
  - deploy

variables:
  NODE_VERSION: "20"

.node_template: &node_template
  image: node:${NODE_VERSION}
  cache:
    key: ${CI_COMMIT_REF_SLUG}
    paths:
      - node_modules/

test:unit:
  <<: *node_template
  stage: test
  script:
    - npm ci
    - npm run test:unit
  coverage: '/​All files[^|]*\|[^|]*\s+([\d\.]+)/'

test:integration:
  <<: *node_template
  stage: test
  environment:
    name: testing
  variables:
    CUSTOMERIO_SITE_ID: $CUSTOMERIO_TEST_SITE_ID
    CUSTOMERIO_API_KEY: $CUSTOMERIO_TEST_API_KEY
  script:
    - npm ci
    - npm run test:integration
  only:
    - main
    - merge_requests

deploy:staging:
  stage: deploy
  environment:
    name: staging
  script:
    - ./​scripts/​deploy.sh staging
  only:
    - develop

deploy:production:
  stage: deploy
  environment:
    name: production
  script:
    - ./​scripts/​deploy.sh production
  only:
    - main
  when: manual

Step 5: Pre-commit Hooks

# .pre-commit-config.yaml
repos:
  - repo: local
    hooks:
      - id: customerio-lint
        name: Lint Customer.io integration
        entry: npm run lint:customerio
        language: system
        files: 'src/​lib/​customerio/​.*\.(ts|js)$'
        pass_filenames: false

      - id: customerio-types
        name: Type check Customer.io
        entry: npm run typecheck:customerio
        language: system
        files: 'src/​lib/​customerio/​.*\.ts$'
        pass_filenames: false

Step 6: Environment Management

// scripts/​setup-ci-environment.ts
import { execSync } from 'child_process';

interface CIEnvironment {
  name: string;
  siteId: string;
  apiKey: string;
}

const environments: Record<string, CIEnvironment> = {
  testing: {
    name: 'testing',
    siteId: process.env.CUSTOMERIO_TEST_SITE_ID!,
    apiKey: process.env.CUSTOMERIO_TEST_API_KEY!
  },
  staging: {
    name: 'staging',
    siteId: process.env.CUSTOMERIO_STAGING_SITE_ID!,
    apiKey: process.env.CUSTOMERIO_STAGING_API_KEY!
  },
  production: {
    name: 'production',
    siteId: process.env.CUSTOMERIO_PROD_SITE_ID!,
    apiKey: process.env.CUSTOMERIO_PROD_API_KEY!
  }
};

function validateEnvironment(env: string): void {
  const config = environments[env];
  if (!config) {
    throw new Error(`Unknown environment: ${env}`);
  }
  if (!config.siteId || !config.apiKey) {
    throw new Error(`Missing credentials for environment: ${env}`);
  }
  console.log(`Environment ${env} validated`);
}

// Validate on CI startup
const targetEnv = process.env.CI_ENVIRONMENT || 'testing';
validateEnvironment(targetEnv);

Output

  • GitHub Actions workflow for testing
  • GitLab CI configuration
  • Integration test suite
  • Pre-commit hooks
  • Environment management

Error Handling

IssueSolution
Secrets not availableCheck CI environment secrets
Test user pollutionUse unique IDs and cleanup
Rate limiting in CIAdd delays between tests

Resources

Next Steps

After CI setup, proceed to customerio-deploy-pipeline for production deployment.

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