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

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