Connect Planhat to Snowflake
Send Planhat opportunities, issues, invoices and 14 more data types to Snowflake on a schedule. Refresh as often as every 15 minutes.
Snowflake
schema planhat
opportunitiesissuesinvoicesticketstasks- 12 more data types
How to connect Planhat and Snowflake
4 steps. You can preview the Planhat data in Coupler.io before anything reaches Snowflake.
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 Snowflake.
Show 9 more data types Show fewer data types
Step 3 of 4
Connect Snowflake
Sign in to Snowflake with OAuth, then enter the database, schema, and table for the Planhat data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Snowflake. Run it as often as every 15 minutes.
Each run deletes the existing rows in opportunities and loads 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. With the required privileges, Coupler.io creates missing schemas and tables in your database on the first successful run.
Yes. Append adds new rows to opportunities on each run, while Replace swaps in a fresh copy. With Append, add new Planhat columns to the table yourself before the next run.
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 Snowflake.
