iAdvize provides a specific field within visitor profiles, designed to help you uniquely identify your visitors. This field allows you to link visitors on iAdvize with contacts already known in your business tools (CRM, ticketing system, etc.).

The field, called "extID", is stored in the visitor profile just like any other available attribute. You can find the full list of available fields in our dedicated article.

1. Send your identifier to iAdvize

To inform iAdvize of the identifier of the visitor currently browsing your website, you will need to call a function from our Web SDK that allows you to set custom data:

<script>
window.iAdvizeInterface = window.iAdvizeInterface || [];
window.iAdvizeInterface.push(function(iAdvize) {
  iAdvize.set("customData", {
    "extID": "FR-012345"
  });
};
</script>

Here, FR-012345 should be replaced by the identifier attributed to your client.

Note:

• This identifier can have a maximum length of 50 characters.
• The code must be inserted before the iAdvize code.

⚠ IMPORTANT ⚠ 
We recommend populating this field only with unique identifiers that allow you to clearly distinguish one visitor from another. This will enable you to link them with your third-party tools (CRM, ticketing system, etc.).

2. Using the external identifier

When iAdvize detects the presence of this custom data, the identifier is stored within the visitor records.

2.1 Via the administration or discussion panel

It is shown during the consultation of the visitor information, from the administration or the discussion panel:

You can then access this identifier via our API, or via the CSV-format discussion exports.

2.2 Via the iAdvize API

If you use our API, the external identifier allows you to connect the information you have on your clients with the resources provided by iAdvize.

In the API documentation you will find this identifier under the field named "externalId", accessible from the "Visitor" resource.

This is also useful when integrating with your CRM systems (Salesforce, Zendesk, or others), as it allows you to link iAdvize visitors to the corresponding customer records in those tools.

2.3 In exported conversations

From the conversation history page (Log), you can create a csv export of the data associated with conversations:

The "external ID" column in this export then contains your client identifier:

We also recommend reading: Creating and using custom data.