Segment (Lite)

Segment is a platform bringing customer data together for real-time insights.

• For more information about connecting to SaaS applications, see Connecting to SaaS applications.

• Depending on your use case, you might need to install Data Movement gateway to move data from SaaS applications. For more information, see When is Data Movement gateway required?.

Supported update methods

For more information, see Change processing.

Landing tasks:

• Change data capture (CDC)

• Reload and compare

Replication tasks:

• Change data capture (CDC) using Change Tables

• Full load

Landing data in a data lake tasks:

• Change data capture (CDC)

• Reload

Preparing for authentication

To access your Segment data, you need to authenticate the connection with your account credentials.

To obtain your API Key:

1. Log in to the Segment application.

2. Select the workspace you want to generate a token for. Each Segment workspace requires a separate token.

3. Click Settings in the left menu to access Workspace Settings.

4. Navigate to the Access Management tab, and click Tokens. This tab lists any existing tokens created for the workspace.

5. Click Create Token, and follow the prompts to generate a new token. Be sure to select a Public API token, and not a Config API token.

6. Click Generate OAuth Secret.

7. Copy and save the API Key in a secured file. You will need it to connect to the application.

Creating the connection

1. Fill in the required connection properties.

2. Provide a name for the connection in Connection name.

3. Select Open connection metadata to define metadata for the connection when it has been created.

4. Click Create.