Planhat
This describes how you can connect Census to the Customer Success tool: Planhat.
Getting Started
In this guide, we will show you how to connect Planhat to Census and create your first sync.
Prerequisites
Have your Census account ready. If you need one, create a Free Trial Census account now.
Have your Planhat account ready.
Have the proper credentials to access to your data source. See our docs for each supported data source for further information:
1. Generate a Planhat API Key
In your Planhat account:
Navigate to Settings > Service Accounts
Create an API Key
Hold onto this API Key for the next section, you'll need it!
In Planhat, once a token is created, it will appear once and last forever. Make sure to copy and store it securely once generated. It should be over 340 characters long.
2. Connect Planhat to Census
Head back to Census and navigate to Destinations.
Click the New Destination button.
Select Planhat in the dropdown list.
Paste your Planhat account's API Key. Save your connection and if everything is set up correctly, you should see a successful connection test verifying the connection.
Paste the region in the region box. If your Planhat app url is
app-us3.planhat.com, paste us3. If your Planhat api endpoint is simplyapi.planhat.com, the value of default should be used here.
Supported Objects and Sync Behaviors
Census currently supports syncing to the following Planhat objects.
Object Name
Supported?
Sync Keys
Behaviors
Company
✅
Source ID, External ID
Update or Create, Update Only
End User
✅
Source ID
Update or Create
Activity
✅
Any unique ID
Send
Churn
✅
Source ID
Update or Create
License
✅
Source ID, External ID
Update or Create
Metric
✅
External ID
Send
NPS
✅
Source ID
Update or Create
Learn more about all of our sync behaviors in our Syncs documentation.
Contact us if you want Census to support more Planhat objects and/or behaviors
Need help connecting to Planhat?
Contact us via support@getcensus.com or start a conversation with us via the in-app chat.
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