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Integrating Segment Engage & Unify

Capabilities​

DataGrail's Segment Engage & Unify integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess
Identifier CategoriesEmail, User ID

Before You Start​

To successfully configure this integration, please ensure you have sufficient privileges:

  • DataGrail User Role: Super Admin, Connections Manager
  • Segment Engage & Unify User Role: Admin

Create an Access Token​

  1. Log in to Segment Engage & Unify.
  2. Navigate to Personas, Settings, and then Access Secrets.
  3. Select Generate New Token.
  4. Enter a name and select Generate Token.
  5. Copy the Access Secret and store it in a secure, temporary location.
  6. Navigate to API Access and copy your Space ID.

Connect to DataGrail​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Segment Engage & Unify.
  2. Enter the Space ID, Access Secret, and Data Residency.
  3. Select Configure Integration.

Next Steps​

Now that you've successfully connected the integration, check out the following resources:

Troubleshooting​

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details​

The Segment Engage & Unify integration uses the Segment Public REST API v1:
Access TypeSynchronous

API Documentation​

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.

 

Need help?
If you have any questions, please reach out to your dedicated Account Manager or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.