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

๐Ÿƒโ€โ™€๏ธ 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. 1.
    Navigate to Settings > Service Accounts
  2. 2.
    Create an API Key
  3. 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 Connections.
  • Click the Add Service 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.

๐Ÿ—„ Supported Objects

Census currently supports syncing to the following Planhat objects.
Object Name
Supported?
Identifiers
Company
โœ…
Source ID, External ID
End User
โœ…
Source ID
โ€‹Contact us if you want Census to support more objects for Planhat. Custom fields for both objects are supported.

๐Ÿ”„ Supported Sync Behaviors

Learn more about all of our sync behaviors on our Core Concepts page.
Behaviors
Supported?
Objects?
Update or Create
โœ…
Company, End User
โ€‹Contact us if you want Census to support more Sync behaviors for Planhat.

๐Ÿš‘ Need help connecting to Planhat?

โ€‹Contact us via [email protected] or start a conversation with us via the in-app chat.