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2 | 2 | title: Planhat Destination |
3 | 3 | id: 55bbefd70a20f4e22f0fb3e5 |
4 | 4 | --- |
5 | | -## Getting Started |
| 5 | +## Getting started |
6 | 6 |
|
7 | | -Getting data from Segment to Planhat's [Customer Success Tool](http://www.planhat.com/){:target="_blank"} is easy. |
| 7 | +You can get data from Segment to Planhat's [Customer Success Tool](http://www.planhat.com/){:target="_blank"} following these steps: |
| 8 | +1. Once the Segment library is integrated with your product, toggle Planhat on in your Segment destinations. |
| 9 | +2. Add your Planhat API Key which you can generate in Planhat under **App Settings > API Access**. |
8 | 10 |
|
9 | | -Once the Segment library is integrated with your product, toggle Planhat on in your Segment destinations, and add your Planhat API Key which you can generate in Planhat under App Settings > API Access. |
| 11 | +The Segment-Planhat destination is 100% handled through the Segment servers, so you don't need to bundle their iOS or Android SDKs. Your Segment SDK is enough. |
10 | 12 |
|
11 | | -The Segment Planhat destination is 100% handled through our servers, so you don't need to bundle their iOS or Android SDKs. Your Segment SDK will be enough. |
12 | | - |
13 | | -The Segment Planhat destination supports Identify, Page, Track, and Group calls. For more information, see the [Segment Spec documentation](/docs/connections/spec/). |
| 13 | +The destination also supports Identify, Page, Track, and Group calls. For more information, see the [Segment Spec documentation](/docs/connections/spec/). |
14 | 14 |
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15 | 15 | ## Identify |
16 | 16 |
|
17 | | -When you `identify` a user, we'll pass that user's information to Planhat with `userId` as Planhat's External User ID. Segment's special traits recognized as Planhat's standard contact profile fields (in parentheses) are: |
18 | | - |
19 | | -- `name` (`name`) |
20 | | -- `title` (`title`) |
21 | | -- `email` (`email`) |
22 | | -- `user_id` (`externalId`) |
| 17 | +When you Identify a user, the user's information is passed on to Planhat with `userId` as Planhat's External User ID. Segment's special traits recognized as Planhat's standard contact profile fields (in parentheses) are: |
23 | 18 |
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| 19 | +- `name` (`name`). |
| 20 | +- `title` (`title`). |
| 21 | +- `email` (`email`). |
| 22 | +- `user_id` (`externalId`). |
24 | 23 |
|
25 | | -In addition, all calls will get Segment as 'source'. |
| 24 | +In addition, all calls get Segment as 'source'. |
26 | 25 |
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27 | | -If the `userId` or `traits.email` matches an existing Contact in Planhat the Identify-call will automatically be associated with that Contact. Otherwise a new Contact will be created in Planhat. New Contacts received from Segment can either be discarded or manually assigned to a Customer profile in Planhat. |
| 26 | +If the `userId` or `traits.email` matches an existing Contact in Planhat the Identify-call is automatically associated with that Contact. Otherwise a new Contact is created in Planhat. New Contacts received from Segment can either be discarded or manually assigned to a Customer profile in Planhat. |
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