This article is about pushing Vitally's data back to Segment. If you are instead wanting to import your Segment data into Vitally, you'll want to head here.
How Data Gets Pushed Out to Segment
Vitally pushes data to Segment via the group API. Each time we detect that an Account should be pushed to Segment (using the logic detailed below), we'll send a group call for every User in the Account. We will not send identify calls for those Users, just groups associating their id with the Customer's groupId and the traits defined here.
Setting Up Vitally as a Source
Step 1. Create a new source in Segment
In order to isolate data sent from Vitally to your other sources, we recommend creating a new source for Vitally in Segment using the HTTP API template. This enables you to decide which destinations will receive data from Vitally.
Step 2. Add the write key to your Segment config
Navigate to your Settings (⚙️) by selecting your Account Logo on the top left > select Integrations (or via Quick Jump Mac: ⌘ + j Windows: Alt + j) to find Segment
Select Vitally -> Segment and Enable Segment push
Add the write key for the Vitally source
Select for which Users we should send a group call
Select Submit Changes
Now go back to Segment and connect the Vitally source to a new destination to get your data flowing!
Step 3. Define your group traits
Once you've set up Vitally as a Segment source, you'll need to define which Vitally account fields you want to send back to Segment as group traits. Updates to traits that are synced from Segment into Vitally will also automatically push to Segment.
Go back to the Vitally Segment integration page in Settings
Define a mapping of Vitally account fields to named group traits.
For each mapping defined, we'll add a new trait to the data we push back to Segment
FAQ
Q: Does Vitally's Segment integration work in "device" or "cloud" mode?
A: We are a Segment destination, there should be no impact to your app if you already have Segment integrated to your app. To clarify further, we’re a “cloud” destination, so Segment does not load any of our code.