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.

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Where 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 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

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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.

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Data Activation Use Cases

Syncing from

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

Learn how to use Census with 👉 our 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 👉 our Planhat docs

Census connects to 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.