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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 administrator access to your Segment account.
  • 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