Sync Panoply 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 Panoply

Connect Panoply with standard API, ODBC and JDBC credentials.

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

Write a SQL Statement. Select the records you want to sync from Panoply. Census will match records based on the unique identifier you provide (like email or ID).

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 Panoply 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

Helping business & data teams collaborate at

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.