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
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 in real time, on a schedule, or triggered via our API.
Get a demoWhere can you sync your 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 Docs
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
Helping business & data teams collaborate at
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Advantages of Census
Build once. Reuse everywhere.
Once you define your models in dbt or in Census, you can sync them to all your tools, so every team is using the same data to achieve their goals.
No more CSV files & Python scripts
Focus on improving data quality and collaboration, not writing custom code to integrate with Go-t0-Market 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 billion, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitors errors to keep you aware of worst case scenarios.
Census is the #1 Data Activation and Reverse ETL platform
“Census is a big part of how we drive net new business and greatly reduce costs using data.”
