Planhat
Customer platform for B2B customer success with revenue, usage and relationship data.
- Category
- Support & Feedback
- Type
- Customer success
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Planhat API docs
02Data
What you can sync.
- Companies
- End users
- Licenses
- Conversations
- NPS
Join Planhat companies with orders and accounts, so service quality shows up next to revenue and churn.
Need more? Name any other Planhat data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Planhat uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Planhat if you need help.
04How it works
How it works in DataMind.
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Pick Planhat.
Open Lake, pick Planhat in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Planhat API docs.
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Answer a few questions.
The AI reads the Planhat documentation, then asks which credentials you will use, which data to sync (for example companies and end users), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Planhat data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
