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Segment CDP

Integrating Segment with Osano​

Connecting to Segment​

In order for Osano to discover data stored in your systems, we must connect to those data providers via an API. We require, at minimum, read-only access to establish a connection to these providers. Each provider you connect may require different information. Please see the linked vendor documentation for instructions on where and how to obtain this data.

Prerequisites​

  • Ensure you have, at minimum, source admin access to all sources and destinations you want to discover within Segment.
    • When creating a API token, this is under Workspace Member -> Source Admin.
    • For more information on Segment roles and access control, please refer to the Segment documentation.
  • Have your API Key ready.

Step by step guide​

  1. Access Data Mapping Settings:

    • Navigate to the Data Mapping page in the Osano application.
    • Select Sources from the left-hand navigation menu.

  2. Select CDP as Source type

  3. From the available CDP sources, select Segment.

  4. Configure Segment Integration:

    • Follow the on-screen instructions to configure your Segment integration.
    • Enter your API Key.
    • Click Save.

    Segment data source

  5. View Segment Integration:

    • Once saved, you will see your Segment integration in the list of configured CDP sources.
    • Your integration will include apps that already exist in your customer data platform.

  6. Click into the Applications to view the applications that synced from Segment. Segment App

  7. Create a new data store:

    • To proceed with creating a new data store, click on Review.
    • Follow the prompts to create a new data store. RudderStack App review