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On this page
  • Getting Started
  • Prerequisites
  • 1. Generate a Planhat API Key
  • 2. Connect Planhat to Census
  • Supported Objects and Sync Behaviors
  • Need help connecting to Planhat?

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  1. Destinations
  2. Available Destinations

Planhat

This describes how you can connect Census to the Customer Success tool: Planhat.

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Last updated 2 months ago

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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, 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:

  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

  • 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

Need help connecting to Planhat?

Head back to Census and navigate to .

Learn more about all of our sync behaviors in our documentation.

if you want Census to support more Planhat objects and/or behaviors

via support@getcensus.com or start a conversation with us via the chat.

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