customerio-security-basics

Customer.io Security Basics

Overview

Implement security best practices for Customer.io: secrets management for API credentials, PII sanitization before sending data, webhook signature verification (HMAC-SHA256), API key rotation, and GDPR/CCPA data deletion compliance.

Prerequisites

• Customer.io account with admin access
• Understanding of your data classification (what is PII)
• Secrets management system (recommended for production)

Instructions

Step 1: Secure Credential Storage

// lib/customerio-secrets.ts
// NEVER hardcode credentials — use environment variables or a secrets manager

// Option A: Environment variables (acceptable for most apps)
const siteId = process.env.CUSTOMERIO_SITE_ID;
const trackKey = process.env.CUSTOMERIO_TRACK_API_KEY;

// Option B: GCP Secret Manager (recommended for production)
import { SecretManagerServiceClient } from "@google-cloud/secret-manager";

const secretClient = new SecretManagerServiceClient();

async function getSecret(name: string): Promise<string> {
  const [version] = await secretClient.accessSecretVersion({
    name: `projects/my-project/secrets/${name}/versions/latest`,
  });
  return version.payload?.data?.toString() ?? "";
}

async function createCioClient() {
  const [siteId, trackKey] = await Promise.all([
    getSecret("customerio-site-id"),
    getSecret("customerio-track-api-key"),
  ]);

  return new TrackClient(siteId, trackKey, { region: RegionUS });
}

Step 2: PII Sanitization

// lib/customerio-sanitize.ts
// Sanitize user data BEFORE sending to Customer.io

const NEVER_SEND = new Set([
  "ssn", "social_security", "tax_id",
  "credit_card", "card_number", "cvv",
  "password", "password_hash",
  "bank_account", "routing_number",
]);

const HASH_FIELDS = new Set([
  "phone", "phone_number",
  "ip_address", "ip",
  "address", "street_address",
]);

import { createHash } from "crypto";

function hashValue(value: string): string {
  return createHash("sha256").update(value).digest("hex").substring(0, 16);
}

export function sanitizeAttributes(
  attrs: Record<string, any>
): Record<string, any> {
  const clean: Record<string, any> = {};

  for (const [key, value] of Object.entries(attrs)) {
    const lowerKey = key.toLowerCase();

    // Strip highly sensitive fields entirely
    if (NEVER_SEND.has(lowerKey)) continue;

    // Hash PII fields
    if (HASH_FIELDS.has(lowerKey) && typeof value === "string") {
      clean[`${key}_hash`] = hashValue(value);
      continue;
    }

    clean[key] = value;
  }

  return clean;
}

// Usage
import { TrackClient, RegionUS } from "customerio-node";

const cio = new TrackClient(siteId, trackKey, { region: RegionUS });

await cio.identify("user-123", sanitizeAttributes({
  email: "[email protected]",         // Kept (needed for email delivery)
  first_name: "Jane",                // Kept
  phone: "+1-555-0123",              // Hashed → phone_hash
  ssn: "123-45-6789",                // STRIPPED entirely
  plan: "pro",                       // Kept
}));

Step 3: Webhook Signature Verification

Customer.io signs webhook payloads with HMAC-SHA256. Always verify before processing.

// middleware/customerio-webhook.ts
import { createHmac, timingSafeEqual } from "crypto";
import { Request, Response, NextFunction } from "express";

const WEBHOOK_SECRET = process.env.CUSTOMERIO_WEBHOOK_SECRET!;

export function verifyCioWebhook(
  req: Request,
  res: Response,
  next: NextFunction
): void {
  const signature = req.headers["x-cio-signature"] as string;
  if (!signature) {
    res.status(401).json({ error: "Missing signature header" });
    return;
  }

  // req.body must be the raw buffer — configure Express accordingly
  const rawBody = (req as any).rawBody as Buffer;
  if (!rawBody) {
    res.status(500).json({ error: "Raw body not available" });
    return;
  }

  const expected = createHmac("sha256", WEBHOOK_SECRET)
    .update(rawBody)
    .digest("hex");

  const valid = timingSafeEqual(
    Buffer.from(signature),
    Buffer.from(expected)
  );

  if (!valid) {
    res.status(401).json({ error: "Invalid signature" });
    return;
  }

  next();
}

// Express setup — raw body required for signature verification
import express from "express";
const app = express();

app.use("/webhooks/customerio", express.raw({ type: "application/json" }));
app.post("/webhooks/customerio", verifyCioWebhook, (req, res) => {
  const event = JSON.parse((req as any).rawBody.toString());
  // Process verified webhook event
  res.sendStatus(200);
});

Step 4: API Key Rotation

// scripts/rotate-cio-keys.ts
// Rotation procedure — zero downtime

async function rotateKeys() {
  console.log("Customer.io Key Rotation Procedure:");
  console.log("1. Go to Settings > Workspace Settings > API & Webhook Credentials");
  console.log("2. Click 'Regenerate' next to the key you want to rotate");
  console.log("3. Copy the NEW key");
  console.log("4. Update your secrets manager:");
  console.log("   - GCP: gcloud secrets versions add customerio-track-api-key --data-file=-");
  console.log("   - AWS: aws ssm put-parameter --name /cio/track-api-key --value NEW_KEY --overwrite");
  console.log("5. Deploy your application (or restart to pick up new secrets)");
  console.log("6. Verify: run the connectivity test script");
  console.log("7. The old key is immediately invalidated upon regeneration");
  console.log("");
  console.log("IMPORTANT: Regenerating a key IMMEDIATELY invalidates the old key.");
  console.log("Update secrets BEFORE regenerating, or plan for brief downtime.");
}

Step 5: GDPR/CCPA Data Deletion

// services/customerio-gdpr.ts
import { TrackClient, RegionUS } from "customerio-node";

const cio = new TrackClient(
  process.env.CUSTOMERIO_SITE_ID!,
  process.env.CUSTOMERIO_TRACK_API_KEY!,
  { region: RegionUS }
);

// GDPR Right to Erasure / CCPA Delete My Data
async function handleDeletionRequest(userId: string): Promise<void> {
  // 1. Suppress — stop all messaging immediately
  await cio.suppress(userId);
  console.log(`User ${userId} suppressed (no more messages)`);

  // 2. Destroy — remove profile and all data from Customer.io
  await cio.destroy(userId);
  console.log(`User ${userId} deleted from Customer.io`);

  // 3. Log the deletion for compliance audit trail
  console.log(`GDPR deletion completed for ${userId} at ${new Date().toISOString()}`);
}

// Bulk deletion (e.g., processing deletion requests from a queue)
async function bulkDelete(userIds: string[]): Promise<void> {
  for (const userId of userIds) {
    try {
      await handleDeletionRequest(userId);
    } catch (err: any) {
      // Log but continue — don't let one failure block others
      console.error(`Deletion failed for ${userId}: ${err.message}`);
    }
    // Respect rate limits
    await new Promise((r) => setTimeout(r, 100));
  }
}

Security Checklist

• API keys stored in secrets manager (not .env in production)
• API key rotation schedule set (every 90 days)
• Webhook signatures verified (HMAC-SHA256 with timingSafeEqual)
• PII sanitized before sending to Customer.io
• Highly sensitive data (SSN, credit card) never sent
• GDPR deletion endpoint implemented (suppress + destroy)
• .env files in .gitignore
• Audit log for deletion requests
• Minimum necessary data principle applied

Error Handling

Issue	Solution
Credentials exposed in git	Rotate immediately, scan git history with trufflehog
PII accidentally sent	Delete user with destroy(), update sanitization rules
Webhook signature mismatch	Verify webhook secret matches Customer.io dashboard
Key rotation causes downtime	Update secrets manager BEFORE regenerating in dashboard

Resources

• Customer.io Security
• API Credential Management
• API Credential Rotation
• Suppression API

Next Steps

After implementing security, proceed to customerio-prod-checklist for production readiness.