Planful Setup Guide Lite

Follow our setup guide to connect Planful to Fivetran.

Prerequisites

To connect Planful to Fivetran, you need a Planful account with Manage Users permission and API access.

Setup instructions

Find tenant app URL

Find your tenant app URL in your Planful account's URL and make a note of it. For example, if your Planful URL is https://previewops.planful.com/financemodel/data/rules, then your tenant app URL is previewops.planful.com.

Create access key

Log in to your Planful account.
In the top right corner of the page, click your profile icon and then select Access Keys.
Enter a Name for your access key.
Click Create new access key.
Make a note of the Access ID and Access Key. You will need them to configure Fivetran.

Finish Fivetran configuration

In the connector setup form, enter the Destination schema name of your choice.
Enter the Tenant app URL you found.
Enter the Access ID and Access key you created.
Enter your Planful email ID.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Planful data.

Connector Overview

Schema Information

Release Notes

API Connector Configuration