Generate Customer Key

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Updated: 09/01/2023 | Views: 14255

As an added security measure, the Add-In for Microsoft Excel and the Tebra SOAP API require the use of a customer key (in addition to Tebra login credentials) to access your data. System Administrators can generate the customer key which is an account-specific identifier and the same for all users on the account. The customer key never changes or expires.

To get access to the customer key, create a Customer Care case and specify if the customer key is needed for the Add-In for Microsoft Excel or the Tebra SOAP API.

Get Customer Key

Once access to the customer key is provided, a System Administrator can generate the customer key by following the steps below.

Click Help > Get Customer Key. The Get Customer Key page opens in a browser.

Click Create my customer key. The customer key generates and displays next to Your key.
Note: The customer key may already display if a System Administrator has previously completed this step.
- If the button to create a customer key is not available, reach out to your Account Manager or create a Customer Care case for access to the customer key and specify if it is needed for the Add-In for Microsoft Excel or the Tebra SOAP API.

Once generated, the customer key can be viewed again by navigating to the Get Customer Key page.