{
  "schemaVersion": "1.0",
  "item": {
    "slug": "customer-io",
    "name": "Customer.io",
    "category": "sales-and-marketing",
    "description": "Customer.io admins can download a PDF invoice beside each billing period from the account's Billing History.",
    "status": "researched",
    "website": "https://customer.io/",
    "invoiceHelpUrl": "https://docs.customer.io/release-notes/2024-02-23-download-invoice/",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Customer.io Admin"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false
      },
      "billingHistory": {
        "supported": true
      },
      "invoiceMetadata": {
        "supported": true
      },
      "invoicePdf": {
        "supported": true,
        "notes": "Customer.io documents a PDF download for each billing period."
      },
      "creditNotes": {
        "supported": "unknown"
      },
      "lineItems": {
        "supported": "unknown"
      },
      "usage": {
        "supported": "unknown"
      },
      "subscriptions": {
        "supported": true
      },
      "paymentMethod": {
        "supported": "unknown"
      }
    },
    "billing": {
      "cadence": [
        "monthly",
        "contract dependent"
      ],
      "invoiceLocation": "Account Settings > Plans & Billing > Billing History.",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "PDF invoice"
      ]
    },
    "billproof": {
      "retrieval": "partial",
      "normalization": "partial",
      "transactionMatching": "partial",
      "connectionAvailable": false,
      "limitations": [
        "No direct Customer.io billing connection is available in Billproof.",
        "The official public documentation confirms admin-only PDF downloads but provides limited detail about missing-document handling.",
        "Invoice API availability has not been verified."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "plan_name",
      "line_items",
      "subtotal",
      "tax",
      "total",
      "currency"
    ],
    "commonCardDescriptors": [],
    "guide": {
      "quickAnswer": "As a Customer.io Admin, go to Account Settings > Plans & Billing > Billing History and click Download invoice beside the required billing period.",
      "requiredRole": "Customer.io Admin",
      "steps": [
        "Sign in to the Customer.io account that owns the subscription.",
        "Open Account Settings.",
        "Choose Plans & Billing.",
        "Open Billing History.",
        "Find the required billing period.",
        "Select Download invoice and save the PDF for reconciliation or manual upload."
      ],
      "historyLocation": "Account Settings > Plans & Billing > Billing History.",
      "missingInvoice": "Confirm Admin access and the correct Customer.io account, then use Customer.io support if the billing period is absent because the public documentation does not describe another retrieval path.",
      "formats": [
        "PDF invoice"
      ],
      "commonProblems": [
        "The user is not an Admin.",
        "The invoice belongs to a different Customer.io account.",
        "The user looks in workspace settings rather than Account Settings.",
        "A billing period is selected before its invoice is finalized."
      ],
      "matchingTips": [
        "Match the account, billing period, and invoice total.",
        "Use the invoice number where present rather than the download filename alone.",
        "Check plan or usage detail in the PDF before treating a variable total as an error."
      ]
    },
    "researchedAt": "2026-08-28",
    "lastVerifiedAt": "2026-08-28",
    "sources": [
      {
        "title": "Download your billing invoice",
        "url": "https://docs.customer.io/release-notes/2024-02-23-download-invoice/",
        "type": "official"
      }
    ],
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": null,
    "urls": {
      "html": "https://billproof.io/integrations/customer-io",
      "json": "https://billproof.io/api/public/vendors/customer-io.json",
      "capabilities": "https://billproof.io/api/public/vendors/customer-io/capabilities.json"
    }
  }
}