Planhat API Token Setup
Planhat authenticates API requests with a personal API token. Follow these steps to create one for BonData.Step 1: Open Your Profile Settings
- Log in to Planhat as a user with the appropriate permissions
- Click your avatar in the bottom-left corner
- Go to Settings → Service Accounts (API access)
Step 2: Generate an API Token
- Under Personal Tokens (or Service Account Tokens), click Generate Token
- Give the token a descriptive name, such as
BonData Integration - Copy the generated token
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
Step 4: Enter Credentials
Enter your API Base URL and API Token in BonData.Required Fields
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