Segment Integration Guide

ChartMogul has an integration with Segment to import customers and contacts to create leads for ChartMogul CRM.

Learn more about other import methods in Getting started with importing data.

Here’s what we cover in this article:

Overview

The following table provides details on key aspects of how ChartMogul integrates with Segment.

Customer import event ChartMogul imports customers as per your Create company in ChartMogul when setting.
Leads ChartMogul does not import lead dates from Segment. Learn more about tracking leads and trials.
Free trials ChartMogul does not import free trial dates from Segment. Learn more about tracking leads and trials.
Contacts ChartMogul imports contacts as per your Create company in ChartMogul when setting.
Custom attributes ChartMogul imports Segment attributes as customer and contact custom attributes or select customer standard attributes. Learn more.
Historical data When you add Segment as a source, ChartMogul imports the existing data you choose to sync.
Reviewing data in-app Once imported, ChartMogul gives you visibility into your customer and contact data as it exists in our platform through a series of data tables. To view these tables, navigate to Data & Config > Sources, then select the source you want to view.
Update frequency Real-time. Learn more.
Maintained by This integration is built and maintained by ChartMogul. Contact our support team for assistance.

Before you begin

Set up an automation to automatically merge customers imported from Segment with matching customers imported from your billing system. This way you’ll avoid creating duplicate customer records.

Connecting Segment to ChartMogul

Setting up ChartMogul as a destination in Segment

  1. From your Segment workspace’s Destination catalog page, search for “ChartMogul”.
  2. Select ChartMogul and click Add Destination.
  3. Select an existing Segment source to connect to ChartMogul.
  4. Click Create destination.

Setting up a source

  1. In ChartMogul, navigate to Data & Config > Sources and click Add Source.
  2. Make sure the Account / Contact / Enrichment data tab is selected and click Segment.
    Screenshot of the Select a Source type dialog with the Account/Contact/Enrichment data tab selected. Segment is highlighted.
  3. Enter the Name for your source.

Syncing data

  1. Under Create a company in ChartMogul when select:
    • The email or UserID is created — When a user is created in Segment (who is not attached to a company), ChartMogul imports them and creates a customer record. For example, an email newsletter subscriber.
    • A user is added to a company — When a user is attached to a company in Segment, ChartMogul imports the company and creates a customer record. For example, when selling to a lead who is part of a business. Individual users are not imported (until they are attached to a company).
      Screenshot of the Create company in ChartMogul when setting.
  2. Copy the Webhook URL. To create a new webhook URL, click Regenerate.
    Screenshot of the Weebhook URL field with the Regenerate button next to it.
  3. Click Save and Continue Configuration in Segment.
    Screenshot of the Segment Data Source dialog showing the location of the Save and Continue Configuration in Segment button.
  4. In Segment, go to Destinations, select your ChartMogul destination, and click Settings
  5. Enter the Name for your destination.
  6. Paste the ChartMogul webhook URL.
  7. Toggle Enable Destination on and click Save Changes to connect Segment to ChartMogul and start importing your data.

Manually re-syncing data

Here’s how to re-sync data when needed:

  1. Within ChartMogul, navigate to Data & Config > Sources.
  2. Find your Segment source and click the Settings   icon.
  3. Modify the Create company in ChartMogul when setting.
  4. Click Re-sync data.

Screenshot showing the location of the Re-Sync Data button.

Deleting Segment as a source

Deleting a source is permanent and cannot be undone.

Before deleting a source, please note the following:

  • All data from this source will be irrevocably removed from ChartMogul. Some deleted data may still be visible in ChartMogul for a few minutes.
  • All MRR adjustments and connected subscriptions will be lost.
  • If this source contains a merged customer, the customer record and data from the non-deleted source will remain in ChartMogul.

To delete a Segment source, navigate to Data & Config > Sources. Find the source in the list and click the Settings   icon. From there, click Delete This Source.

Screenshot showing the location of the Delete This Source button.

Supported Segment event calls

ChartMogul imports data from two types of Segment event calls:

  • Track — used for importing contact details and custom attributes
  • Group — used for importing customer details and custom attributes

ChartMogul uses attributes from these calls to create new or update existing custom attributes for contacts or customers, or to update customers’ select standard attributes.

Next Steps

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