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 |
Supported deployment models
We support the SaaS and Hybrid deployment models for the connector.
You must have an Enterprise or Business Critical plan to use the Hybrid Deployment model.
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