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.

Get a demo Try for free
Tableau
census-logo
Planhat
Planhat
blur-background-2
data-part-for-integration-uses-illustration
phil-collins
Planhat
Tableau

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 demo

Where 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 Docs

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.

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

Trusted by companies you know

docker
bill
health-union
algolia
mixpanel
drizly
invision
rippling
Zip logo
figs
docker
bill
health-union
algolia
mixpanel
drizly
invision
rippling
Zip logo
figs

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.

platform multisource census sql

Data Activation Use Cases

Syncing from Tableau

Tableau is a leading business intelligence tool recognized for its ability to make data exploration fast and easy. Report designers can create beautiful data visualization with a variety of chart types. This makes it a great tool for sharing data with professionals at any level in an organization. It also allows non-technical users to create customized dashboards.โ€šร„รง Sometimes visualization is the best way to share data but more often, data is more useful in the tools that people use every day.

Now you can use the data in Tableau for more than just analytics and BI. With Amazon Tableau you can operationalize your data across your entire customer data stack.

Learn how to use Census with ๐Ÿ‘‰ our Tableau docs

Syncing to Planhat

Planhat is a Customer Success platform that helps businesses drive revenue growth, reduce churn, and scale customer experiences.

Learn how to use Census with ๐Ÿ‘‰ our Planhat docs

Census connects to Tableau and syncs data to Planhat. With 200+ integrations (and counting!) and transparent pricing, it's never been easier to start operationalizing your data. This is what we like to call Reverse ETL.
PREV NEXT

Census is the Data Activation platform of choice for companies who value scalability, observability, and performance.

#5 in the Top 50 Best Software