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Integrate with Segment

Last Update: Oct 2024 • Est. Read Time: 2 MIN
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Kustomer provides features that allow you to dynamically add tracking events from Segment into customer timelines in real-time.

Who can access this feature?
User typesAdmins can set up this integration.


In this article

Prerequisites

Before connecting Segment to Kustomer, you must have a Segment account and the desired sources configured and collecting data.

Install the Segment app in Kustomer

To integrate Segment with Kustomer, install the Segment app from within the Kustomer App Directory.

  1. Go to Appsand select Explore Directory.
  2. Search for Segment in the App Directory, and then select Install.

Configure Kustomer in Segment

Once the app is installed, you need to configure your Kustomer organization in Segment. Once configured, your data will automatically be sent to your Kustomer organization. Customer records and tracking events will automatically be created in your count as data is sent to this new destination.

  1. Go to Appsand select Segment in the sidebar.
  2. Copy the Segment API key.
  3. In another browser tab, sign in to your Segment account.
  4. Select Catalog in the left navigation bar and then select the Destinations tab.
  5. Search for Kustomer in the field provided.
  6. Select the Kustomer card and then select Configure Kustomer.
  7. Select a source from the list and then select Confirm Source.
  8. Select API Key in Connection Settings to edit it.
  9. Paste the Kustomer Segment API key into the text field, then select Save.
  10. Leave the Segment site open. Return to Kustomer in your other browser tab, and in the Segment App Settings copy the Org Pod to your clipboard.
  11. Back on the Segment site, select Org Pod in the Connection Settings.
  12. Paste the Org Pod from the Kustomer settings into the text field, then select Save.

Traits

Most traits are mapped to an appropriate customer Standard Object (KObject) attribute in Kustomer. For more details, see Segment’s Traits documentation. 

In addition to the Segment traits, the following properties are automatically mapped together:

  • Segment userId -> Kustomer externalId
  • Segment context.locale -> Kustomer locale

Track customer events

The kustomer_session_id is an optional string that identifies a session within your application. Kustomer groups tracking events within a single session as one item within a customer’s timeline. If a kustomer_session_id is not supplied, Kustomer will automatically generate session ids based on time between tracking events. Learn more about why Segment doesn't offer session tracking.

Beyond tracking events

If basic tracking events do not satisfy your needs, it’s possible to create a custom webhook in Kustomer and use Workflows to create custom objects (KObjects), publish events, create or update customers, and more.