Connect Planhat to Google Sheets
Send Planhat opportunities, issues, invoices and 14 more data types to Google Sheets on a schedule. Refresh as often as every 15 minutes.
Planhat reporting
How to connect Planhat and Google Sheets
4 steps. You can preview the Planhat data in Coupler.io before anything reaches Google Sheets.
Step 1 of 4
Connect Planhat
Enter your Planhat API token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Planhat data you want in Google Sheets.
Show 9 more data types Show fewer data types
Step 3 of 4
Connect Google Sheets
Sign in with your Google account, then pick the spreadsheet and sheet for the Planhat data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Google Sheets. Run it as often as every 15 minutes.
Each run clears the previously imported area and writes fresh Planhat data.
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17 data types, including Opportunities, Issues, Invoices, Tickets and Tasks.
With your Planhat API token, entered once when you add the connection.
Only the target area of the Opportunities tab is rewritten. Keep formulas, pivot tables and charts in other tabs, or outside the target range, and they stay intact.
Google Sheets allows up to 10 million cells per spreadsheet across all tabs, so the row limit depends on how many columns you export.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Google Sheets.
