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

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

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