Sync your data warehouse to Planhat
Enrich accounts and users with context from all of your internal customer data to calculate account health, prioritize support requests, and lead the customer journey.
















What can you do with Planhat and Census?
- Use product and billing data to dynamically route & prioritize conversations from your power users
- Improve CSM productivity by displaying product usage metrics and increasing visibility without switching to another tool
- Grow revenue and reduce churn with the most personalized customer experiences
Learn how to connect Planhat and Census

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1. unify & Define
Stop waiting on the
data you need
Add industry data to account records in Salesforce, classify contacts by persona, or calculate custom discounts based on LTV. Census AI columns can do it all in seconds—without a single line of code.


2. enrich and enhance
Deeper insights.
Faster activation.
Draft personalized email content, classify outbound responses with sentiment analysis tools, and calculate the most engaging follow up content for prospects. Sync it all directly to your outbounding and nurture platforms.

3. unify & observe
Enrich and classify
customer profiles
Remove special characters or misaligned case formats from data with the click of a button. Create rollup calculations in seconds to ensure that the data you need is always ready to sync.

Where can Census sync to in Planhat?
User Object
Users are all your team members that need access to Planhat. Users can be created in the app, using spreadsheet upload or over api. If you're using teams to group your users in Planhat you'll need to call a separate endpoint to associate your Users with the right teams.
Company Object
The company object is one of the most central in Planhat since most other objects relate to it, and it's frequently used to filter out other information, such as endsuers, licenses, notes etc.
“Activating all our first-party data gives our digital marketing team the ability to generate customized and personalized customer lists at speed.


A single source of truth in all your tools
Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.
- Create trust in consistent metrics
- Automate confidently with clean data
- Simplify your data integration strategy
- Improve data security and visibility
