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Planhat is a customer success platform that unifies customer data, health scores, and engagement so teams can reduce churn and grow revenue. With BonData, you can connect to your Planhat tenant to read and enrich company, end user, and lifecycle data within Agent workflows.

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Planhat API Token Setup

Planhat authenticates API requests with a personal API token. Follow these steps to create one for BonData.

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Step 1: Open Your Profile Settings

  1. Log in to Planhat as a user with the appropriate permissions
  2. Click your avatar in the bottom-left corner
  3. Go to Settings → Service Accounts (API access)

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Step 2: Generate an API Token

  1. Under Personal Tokens (or Service Account Tokens), click Generate Token
  2. Give the token a descriptive name, such as BonData Integration
  3. Copy the generated token
Copy the token immediately - Planhat only displays it once. If you lose it, you will need to generate a new one.

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Step 3: Confirm Your API Base URL

Most tenants use the default API host. If your workspace is hosted in the EU region, use your region-specific host instead.
  • Default: https://api.planhat.com
  • EU: https://api-eu.planhat.com

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Step 4: Enter Credentials

Enter your API Base URL and API Token in BonData.

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Required Fields

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Available Data

Once connected, BonData can sync the following Planhat entities:
  • Companies - Customer accounts and their attributes
  • End Users - Individual contacts associated with companies
  • Users - Team members in your Planhat tenant
  • Conversations - Logged customer interactions
  • Assets - Products or units tracked against a company
  • Licenses - License and subscription records
  • NPS - Net Promoter Score responses
  • Tasks - Customer success tasks
  • Notes - Notes logged against companies and end users
  • Issues - Tracked customer issues
  • Tickets - Support tickets
  • Churns - Churn records
  • Opportunities - Sales and expansion opportunities
  • Projects - Onboarding and success projects
  • Invoices - Billing and invoice records
  • Sales - Recognized sales records
  • Campaigns - Marketing and lifecycle campaigns
  • Deals - Deal records
  • Line Items - Invoice and deal line items
  • Metrics - Usage and dimension data
  • Objectives - Customer objectives and goals
  • Products - Product catalog entries
  • Time Entries - Logged time entries
  • Timesheets - Aggregated timesheet records