Braze

Sortment lets you push customer data from your data warehouse into Braze, so your messaging, segmentation, and personalization stay in sync.

📢 Note: Braze doesn’t support syncing pre-built audience lists directly. Instead, Sortment syncs detailed user information and custom traits into Braze, enabling you to build dynamic (always updating) segments within Braze itself.

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1. What you can send to Braze

• User Properties: Core customer data like external_id, email, phone number, etc., pulled from your data warehouse. This gets added to Braze user profiles.

• Custom Traits: Fields you define from raw data in Sortment—such as “Customer Lifetime Value (CLV) Tier” or “Engagement Score.” These are sent as custom attributes in Braze.

• Data for Segments: With user info and traits available, you can create and manage dynamic segments and trigger personalized campaigns in Braze.

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2. Setting up your connection

To connect Sortment with Braze, you'll need:

• Braze REST API Key with permission: users.track → Braze's official API Key Guide.

• Braze REST Endpoint URL → Take a look at the Braze Instances documentation.

Create a dedicated key (e.g., “Sortment Sync Key”) and limit access only to what’s needed.

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3. How to connect and sync data

Sortment gives you two ways to send data to Braze:

3.1 Direct integration setup

• Go to Integrations → Add Destination in Sortment

• Select Braze

• Paste your API Key and Endpoint URL

• Click Connect

• Choose the data and sync frequency (hourly, daily, etc.)

3.2 Use Sortment journeys with the Braze connector

• Create a Journey in Sortment with a valid trigger event

• Add a Braze API Connector step inside the journey

• Add your source data — such as users and traits — from your warehouse

• Use the following API endpoint: POST /users/track → Braze doc for reference

• Map the fields (external_id, traits, etc.) to Braze’s expected JSON format

• To avoid creating new users, include this flag: "update_existing_only": true

• Set the schedule daily, weekly, etc. and the journey will sync the data automatically.

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4. How users are matched in Braze

Braze matches users using one of:

• external_id (recommended)

• Email

• Phone number

If a matching user exists, Braze updates the profile. If not, a new one is created. Braze also auto-creates new custom fields if they don’t already exist.

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5. Verifying data and using it in Braze

Once a sync is complete:

• View user profiles: Log in to Braze and search by external_id, email, or phone number. Check the Custom Attributes section for synced traits.

• Create segments: Use synced traits like “Engagement Score” or “CLV Tier” to define dynamic audiences.

• Trigger campaigns: Leverage traits in personalization rules or campaign workflows.

• Analyze: Use the synced data in Braze reports to track behavior, value, and engagement.