Sync Tableau 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.
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Integration in Four Steps
Step 1: Connect Tableau
Step 2: Connect Planhat as a destination
You can connect to Planhat by creating an API key and providing it to Census in an intuitive interface.
Step 3: Define the core data that matters for your business
Step 4: Schedule your sync
Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.
Get a demoWhere can you sync your Tableau in Planhat?
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.
API DocsUser 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.
API DocsTrusted by companies you know
Advantages of Census
Build once. Reuse everywhere.
Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.
No more CSV files & Python scripts
Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.
It just works. At scale.
Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.
