Mixpanel Overview

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 Users must be associated to an account in Vitally, but that association isn't required to sync from Mixpanel - 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.
Custom Traits - Vitally supports the integration of custom traits from Mixpanel user properties, enabling enhanced data analysis and customer management workflows. Custom traits must be configured as user properties in Mixpanel for them to sync successfully with Vitally.

Enabling the Mixpanel integration

How-To

How-To Visual

To enable the Mixpanel integration, navigate to Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Integrations. Then select Mixpanel (or via Quick Jump Mac: ⌘ + j Windows: Alt + j) to enable.
Select the data residency of your Mixpanel project
Enter the API secret for your production Mixpanel project.
Open a separate tab/window and log into 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 it into Vitally's Mixpanel Integration page.
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 from the datetimes they send over in their API.
1. Your timezone can be found by viewing the Project settings for your Mixpanel project. There, you should see a field for Timezone.
Select which version of Mixpanel's identity management system you use. To determine your current ID Management version, navigate to the Identity Merge setting under your Organization Settings (for Organization Owners/Admins) or Project Settings (for Project Owners/Admins). These are the two options:
1. Mixpanel's old version of identity management, where you assign your own unique ID to users (known as Legacy ID Management)
2. Mixpanel's new version of identity management, with Identity Merge enabled (known as Original ID Merge or Simplified ID merge)
Choose whether you want to create and link accounts from Mixpanel users. As Vitally is geared towards B2B companies, we must be able to associate each user to the account they belong to. This is a very important step, so please refer to the information below to decide!
- Create accounts from Mixpanel users For users looking to integrate custom traits:
  - Ensure that the traits you wish to sync are defined as user properties in Mixpanel, not account properties, as only user properties are supported for custom trait integration.
  - Navigate to the Mixpanel Configuration settings in Vitally and add the desired traits. Make sure to save the configuration and allow sufficient time for the caching process to complete.
- In this option, you must track certain account information within traits attached to your Mixpanel users.
  - User External ID - New version of identity management only - This is how Vitally will know to unify a Mixpanel user with user data from another system.
  - Account name trait - A trait that identifies the (readable) name of the account the user belongs to (e.g. "Visa")
  - Account ID trait - 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 your name trait. 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 account the user belongs to (e.g., the account's plan, subscription cost, industry, etc.). These traits will be attached to the account in Vitally, allowing you to use them when analyzing data.
- Don't create accounts from Mixpanel users
  - Users in Vitally must be linked to accounts for event data to be imported from Mixpanel! Make sure that users are linked to accounts through some other means (such as a different integration) before choosing to note create accounts from Mixpanel.

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Ignoring Events in Vitally

By default, Mixpanel will send all events to Vitally, some of which may not be relevant. For this reason, you will want to "ignore" any events you don't want to track in Vitally.

There are two benefits to "Ignoring" an event:

Keeps your event list cleaner in the Ul as there will be fewer data to sift through.
This enables us to process your data as quickly as possible as we are not processing data that is not relevant to you.

To update an Event Status go to: Settings > Events > Status column

Integrating Custom Traits from Mixpanel

To integrate custom traits into Vitally, users must configure them as Mixpanel User properties. This integration offers enhanced capabilities for personalizing data analytics and account management. See the section "Step-by-Step Instructions for Adding Traits" for detailed guidance and prerequisites.

FAQs

Q: Does my historical Mixpanel data sync to Vitally when I enable the Mixpanel integration? Q: How can I determine which traits are eligible for integration?

A: Vitally will, by default, import 1) all your tracked Mixpanel users and 2) your last 7 days of Mixpanel events. If you'd like to import more than 7 days of Mixpanel events, please contact support or your Vitally CSM. A: Only Mixpanel User properties are eligible for integration into Vitally. Traits categorized as Account properties are not supported and cannot be added to the Mixpanel configuration.

Q: I don't want to send all Mixpanel users to Vitally. How do I filter out certain users? Q: Why do my changes to traits not appear immediately in Vitally?

A: The Vitally <> Mixpanel integration doesn't support import filters. However, you can use User Churn Rules to auto-churn these users! See Deactivated Users (User Churn) for steps to set this up. Churned users will not appear in your table views and will not sync event tracks from Mixpanel. A: Changes can take several hours to appear in Vitally due to caching delays. Ensure the configuration has been correctly updated and saved, and that the identified traits conform to Mixpanel User properties standards.