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Setup Guide

This guide walks you through getting the credentials and URLs the RudderStack connector needs from the RudderStack dashboard.

The connector calls three RudderStack APIs that use different credentials:

APIOperationsCredentialHost
Event Streamidentify, track, page, screen, group, alias, batchSource write keyYour data plane URL
ActivationgetProfile, getProfiles, deleteProfile, deleteProfilesService Access Tokenprofiles.rudderstack.com (US) or profiles-eu.rudderstack.com (EU)
ProfilesstartProfilesRun, getProfilesRunStatusService Access Tokenapi.rudderstack.com (US) or api.eu.rudderstack.com (EU)

You only need the credentials of the APIs you call. For example, an integration that only sends events needs only the write key and the data plane URL.

Prerequisites​

  • A RudderStack account

Step 1: Create an HTTP source​

The write key identifies the source that the Event Stream operations send events to.

  1. Sign in to the RudderStack dashboard.
  2. In the left sidebar, select Directory. On the Sources tab, select HTTP.
Sources directory in the RudderStack dashboard with the HTTP source highlightedSources directory in the RudderStack dashboard with the HTTP source highlighted
  1. Enter a name for the source and complete the setup.

Step 2: Copy the write key and the data plane URL​

  1. Open the source. Select Write key in the source header to copy the write key.
HTTP source page with the Write key copy button highlightedHTTP source page with the Write key copy button highlighted
  1. Copy the Data plane URL shown at the top of the Connections page, for example, https://<your-workspace>.dataplane.rudderstack.com.

Step 3: Generate an access token​

The Activation and Profiles APIs authenticate with a Bearer token. For development and testing, use a Personal Access Token. For production, use a workspace-level Service Access Token.

For development and testing: Personal Access Token​

  1. In the left sidebar, select Settings > Your Profile. Under Personal access tokens, select Generate new token.
Personal access tokens section of the profile page with the Generate new token button highlightedPersonal access tokens section of the profile page with the Generate new token button highlighted
  1. Enter a Token name, select the Workspace and the Scope, and select Generate.
New Personal Access Token dialog with the token name, workspace and scopeNew Personal Access Token dialog with the token name, workspace and scope
  1. Copy the token. It is shown only once.
Generated personal access token ready to copyGenerated personal access token ready to copy

For production: Service Access Token​

Only workspace admins can generate Service Access Tokens. See RudderStack's guide on Service Access Tokens for details.

  1. In the left sidebar, select Settings > Access Management > Service Access Tokens, and select the Workspace tab.
  2. Select Generate new token, enter a name, select the workspace, and select Next.
  3. Under Workspace SAT access policy, grant the permissions for the APIs you use:
    • Activation API: Destination Data Access on the Redis destination that the Profiles project syncs to.
    • Profiles API: Edit on the Profiles resource.
  4. Select Generate and copy the token. It is shown only once, and its access policy can't be changed later.

Step 4: Note your workspace region​

The Activation and Profiles APIs have separate US and EU hosts. If your workspace is in the EU region, set region to rudderstack:EU in the connection config. The default is rudderstack:US.

You now have everything the connector needs:

  • writeKey: the source write key, for the Event Stream operations
  • serviceUrl: the data plane URL, for the Event Stream operations
  • serviceAccessToken: the Service Access Token (or Personal Access Token), for the Activation and Profiles operations
  • region: rudderstack:US or rudderstack:EU
tip

Store the write key and the access token securely. Bind them to configurable variables and supply the values in Config.toml at runtime instead of hardcoding them.

What's next​