Get Customer Key

Updated: 12/16/2025 | Views: 22963

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 request and view 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.

Request Customer Key

  • Create a Customer Care case with the following information to request access to view the customer key.
    Note: The request must be submitted by a System Administrator.
    • Category: Select Product Support.
    • Issue: Select Product API.
    • Issue Detail: Select API Inquiry.
    • Subject and Description: Enter a subject for the request and the reason for the request as the description (e.g., to use the Excel Add-In and/or SOAP API).

 

 The Customer Care New Case creation page showing an example request for the Customer Key.

View Customer Key

Once the request is completed by the Customer Care Team, System Administrators can view the customer key.

  1. Click Help > Get Customer Key. The Get Customer Key page opens in a browser.
    Note: To access the Get Customer Key page through My Account, review the Get Customer Key section of My Account.
 The Desktop App (PM) showing the Help menu dropdown with the Get Customer Key option selected.
  1. The customer key displays next to Your key.
 The My Account Get Customer Key page showing where the Customer Key is displayed.