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Planhat Data Studio

Connect Planhat to Data Studio

Send Planhat opportunities, issues, invoices and 14 more data types to Data Studio on a schedule. Refresh as often as every 15 minutes.

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Planhat report Data source: Planhat
Build Data Studio reports on Planhat data that Coupler.io keeps up to date.
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How to connect Planhat and Data Studio

4 steps. You can preview the Planhat data in Coupler.io before anything reaches Data Studio.

Step 1 of 4

Connect Planhat

Enter your Planhat API token. You only do this once per account.

API token••••••••••••

Step 2 of 4

Choose what to export

Pick the Planhat data you want in Data Studio.

Show 9 more data types Show fewer data types

Step 3 of 4

Connect Data Studio

Click Generate Data Source and authorize Data Studio and Coupler.io with the same Google account. After the first run, open the report and add your Planhat fields.

Date range dimensiondateOptional. A DATE or DATETIME column for date filters
Report/data source URLhttps://lookerstudio.google.com/reporting/abc123Optional, in Advanced settings. Links an existing report
Fields groupingOffOptional. Groups fields named [Group]: [Field]

Step 4 of 4

Choose a write mode and schedule

Every run either replaces or appends the data in Data Studio. Run it as often as every 15 minutes.

Write mode

Each run overwrites the data set with a fresh snapshot of Planhat data.

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Get the most of Planhat to Data Studio integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
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Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
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Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Planhat to Data Studio questions

17 data types, including Opportunities, Issues, Invoices, Tickets and Tasks.

With your Planhat API token, entered once when you add the connection.

Through the Coupler.io community connector. Authorize Coupler.io and Data Studio with the same Google account, then add the Planhat data source to a report.

Coupler.io and Data Studio refresh separately, and Data Studio refreshes data sources every 12 hours by default. Lower its data freshness setting if you refresh Planhat more often.

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 Data Studio.

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