Planhat Setup Guide Lite
Follow our setup guide to connect Planhat to Fivetran.
Prerequisites
To connect Planhat to Fivetran, you need:
- a Planhat account with API access
- a service account
Setup instructions
Generate access token
Log in to your Planhat account.
Go to Settings > Service Accounts.
In the INFO tab of your service account, click Generate New Token.
Make a note of the access token. You will need it to configure Fivetran.
Finish Fivetran configuration
- In the connector setup form, enter the Destination schema name of your choice.
- Enter the Access token you generated.
- (Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
- Click Save & Test. Fivetran will take it from here and sync your Planhat data.
Related articles
description Connector Overview
account_tree Schema Information
settings API Connector Configuration