PlanSource
Benefits administration software for employers, brokers and carriers.
- Category
- HR & People
- Type
- Benefits
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Employees
- Enrollments
- Plans
- Dependents
- Life events
Bring PlanSource employees into the Warehouse with column and row rules in the database, so people data stays with the people allowed to see it.
Need more? Name any other PlanSource data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
PlanSource uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in PlanSource if you need help.
04How it works
How it works in DataMind.
-
Pick PlanSource.
Open Lake, pick PlanSource in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the PlanSource API docs.
-
Answer a few questions.
The AI reads the PlanSource documentation, then asks which credentials you will use, which data to sync (for example employees and enrollments), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then PlanSource data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
