Planhat Lite
Planhat is a customer success platform.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | ASSET, CAMPAIGN,OBJECTIVE,PROJECT,SALE, and WORKSPACE tables. |
| History mode | ||
| Custom data | ||
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Setup guide
Follow our step-by-step Planhat setup guide to connect planhat with your destination using Fivetran connectors.
Sync overview
To capture new records, we incrementally sync the following tables and their child tables:
CHURNCOMPANYCONVERSATIONENDUSERSINVOICEISSUELICENSENPSOPPORTUNITYTASKTICKETUSERS
We also re-import these tables once a week to capture updates.
Schema information
This schema applies to all Planhat connectors.
Explore Planhat schema ERD