Connect Planhat to Redshift
Send Planhat opportunities, issues, invoices and 14 more data types to Redshift on a schedule. Refresh as often as every 15 minutes.
Redshift
schema planhat
opportunitiesissuesinvoicesticketstasks- 12 more data types
How to connect Planhat and Redshift
4 steps. You can preview the Planhat data in Coupler.io before anything reaches Redshift.
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 Redshift.
Show 9 more data types Show fewer data types
Step 3 of 4
Connect Redshift
Enter your Redshift connection details, then the schema and table for the Planhat data.
Show 3 more fields Show fewer fields
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Redshift. Run it as often as every 15 minutes.
Each run drops and recreates opportunities with 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.
Yes, if the database user has CREATE privileges. Coupler.io creates the planhat schema and the opportunities table on the first run.
With Replace, Coupler.io recreates opportunities, so new Planhat columns appear automatically. With Append, the table keeps its schema, so add the column yourself or switch to Replace.
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 Redshift.
