External Platform Integration Guide

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In this step, you will complete the integration of your selected user data through external platforms using the Insider Integration Hub. This enables seamless data exchange with leading marketing and analytics platforms, including Tealium, Mixpanel, Amplitude, and Segment.

The External Platform Integration step in the Onboarding Center is a guided checkpoint. The actual integration process is completed in the Integration Hub, which provides a user-friendly interface for initiating and managing both source and destination integrations.

Integration Overview

The Insider Integration Hub lets you easily explore and activate integrations with various third-party platforms. Whether you are sending data from Insider to external tools or ingesting user data into Insider, the Hub centralizes these flows to ensure accuracy and consistency.

You can navigate through available connectors, select your desired platform, and follow the step-by-step process to set up the integration. Both source and destination paths are supported, offering flexibility based on your marketing technology ecosystem.

Only users with an Administrator role can perform External Platform Integrations.

Step 1: View and download the user data list

Before proceeding, review the list of user data items selected for External Platform integration during the User Data Planning step.

  • Download Data List: This includes the specific attributes, custom events, and parameters that should be configured in the third-party platform.

  • Use this list as your reference to ensure all selected data items are included during the integration.

Step 2: Complete integration via Insider Integration Hub

To complete the integration:

  1. Click Go to External Integrations to access the Integration Hub.

  2. Select the external platform you wish to integrate with (e.g., Segment, Tealium, Amplitude).

  3. Follow the guided process to complete the platform configuration steps.

  4. Ensure that all user events, event parameters, and attributes from your data list are properly integrated during the setup.

Refer to the Integration Hub for further details.

Step 3: Confirm completion

Once the integration setup is complete, confirm your progress here.

Check the “I confirm that my External Platform Integration is complete.” box to acknowledge that you have successfully completed the integration and included all relevant User Data items.

This checkbox is for self-confirmation only and does not perform any technical validation. It aims to help you track your onboarding progress and proceed with confidence.