Planhat
This describes how you can connect Activations to the Customer Success tool: Planhat.
Getting Started
In this guide, we will show you how to connect Planhat to Activations and create your first sync.
Prerequisites
- Have your Fivetran account ready. If you need one, create a Free Trial 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:
1. Generate a Planhat API Key
In your Planhat account:
- Navigate to Settings > Service Accounts
- Create an API Key
- 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 Activations
- Head back to Activations 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
Activations currently supports syncing to the following Planhat objects.
| Object Name | Supported? | Sync Keys | Behaviors |
| Activity | ✅ | Any unique ID | Send |
| Asset | ✅ | Source ID, External ID | Update or Create, Update Only |
| Churn | ✅ | Source ID | Update or Create |
| Company | ✅ | Source ID, External ID | Update or Create, Update Only |
| End User | ✅ | Source ID | Update or Create |
| Invoices | ✅ | External ID, Source ID | Update or Create |
| License | ✅ | Source ID, External ID | Update or Create |
| Metric | ✅ | External ID | Send |
| NPS | ✅ | Source ID | Update or Create |
| Opportunity | ✅ | Source ID, External ID | Update or Create, Update Only |
| Sale | ✅ | Source ID, External ID | Update or Create, Update Only |
Learn more about all of our sync behaviors in our Syncs documentation.
Contact Support if you want Activations to support more Planhat objects and/or behaviors