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:

  • Azure Synapse

  • Databricks

  • Elasticsearch

  • Google BigQuery

  • Google Sheets

  • MySQL

  • Postgres

  • Redshift

  • Rockset

  • Snowflake

  • SQL Server

1. Generate a Planhat API Key

In your Planhat account:

1. Navigate to Settings > Service Accounts

2. Create an API Key

3. 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

Census currently supports syncing to the following Planhat objects.

Object Name	Supported?	Sync Keys
Company	✅	Source ID, External ID
End User	✅	Source ID
Activity	✅	Any unique ID
Churn	✅	Source ID
License	✅	Source ID, External ID
Metric	✅	External ID
NPS	✅	Source ID

Contact us if you want Census to support more objects for Planhat. Custom fields for both objects are supported.

🔄 Supported Sync Behaviors

Learn more about all of our sync behaviors on our Core Concepts page.

Behaviors	Supported?	Objects
Update or Create	✅	Company, End User, Churn, License, NPS
Update Only	✅	Company
Append	✅	Activity, Metric

Contact us if you want Census to support more Sync behaviors for Planhat.

🚑 Need help connecting to Planhat?

Contact us via [e-mail] or start a conversation with us via the in-app chat.