Mixpanel
Vitally's Mixpanel integration can be used to sync the following Mixpanel data into Vitally:
Users - Vitally imports your Mixpanel user profiles into Vitally as users. The entire user object, including all your Mixpanel traits, will be attached to your Vitally user profiles. Note that Vitally accounts will also need to be created from whitelisted user traits - read below for more details.
Tracks - Vitally imports your Mixpanel tracks into Vitally as product events. The entire track object, including any event properties, will be imported.
To enable the Mixpanel integration, navigate to Integrations -> Mixpanel in your Account Settings (get there via Quick Jump). When there, follow these steps:
Open a separate tab/window and login to your Mixpanel account
Ensure your production Mixpanel project is selected in the top left.
In your production Mixpanel project, select your Project Settings in the top right.
In the displayed window, copy your project's API Secret and paste that in to Vitally.
Once you input your Mixpanel API Secret into Vitally, you'll need to configure several options for the integration.
The first option requires that you select the timezone of your project. This is important, as it is the only way for us to display your Mixpanel datetimes accurately in Vitally (Mixpanel strips any timezone info in the datetimes they send over in their API).
The other options are required and define how accounts get created from your Mixpanel users. As Vitally is geared towards B2B companies, we must be able to associate each user to the account/customer they belong to. Thus, in order to leverage Mixpanel with Vitally, you'll need to track certain customer information within traits attached to your Mixpanel users.
Mixpanel recently introduced a groups concept, similar to Segment groups. If you use Mixpanel groups and want to integrate them into Vitally, please contact Vitally's support team.
Account
nametrait - A trait that identifies the (readable) name of the account the user belongs to (e.g. "Visa")Account
IDtrait - A trait that specifies a unique ID for your accounts. Ideally, this value never changes for the account (e.g. "visa.com", "ed8fcc72-dbe5-4a9c-9d03-59e456462626"). This trait should pretty much always be different than yournametrait. If at all possible, the trait you select here should be the unique ID given to your accounts by your database.Other account traits - Any traits attached to users that actually relate to the customer the user belongs to (e.g. the customer's plan, subscription cost, industry). These traits will be attached to customers in Vitally, allowing you to use them when analyzing customers.
The Account ID trait you select here is very important to unifying your account data in Vitally. If you leverage our other integrations to track other customer data (e.g. Stripe), the ID you select here will also need to exist in those other tools in order for Vitally to properly unify your data under the right account.