Planhat connector

Set up the Planhat connector in Kaivo: authentication, configuration, the 17 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated 15 days ago

Kaivo is a fully managed data platform that syncs your Planhat data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your CRM data instead of moving it.

What is the Planhat connector

Sync your Planhat customer success data into BigQuery with Kaivo to analyse account health, churn, and engagement.

Category	CRM
Authentication	API key
Setup	Self-service

Getting started with the Planhat connector

Sign up for Kaivo and create a workspace.
Connect your Planhat account.
Choose which tables to sync.
Wait for the initial sync to finish.
Query your data in BigQuery or your favourite AI or BI tool.

Authenticating Planhat

Authenticate with your API Token.

Field	Description
API Token	Your Planhat API Access Token

Tables and columns synced from Planhat

Kaivo syncs 17 tables from Planhat into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

assets (9 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`name`	`STRING`
`company_id`	`STRING`
`created_at`	`STRING`
`updated_at`	`STRING`
`external_id`	`STRING`
`company_name`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: assets__followers

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

churn (15 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`_id`	`STRING`
`arr`	`FLOAT64`
`value`	`FLOAT64`
`snoozed`	`BOOL`
`currency`	`STRING`
`source_id`	`STRING`
`churn_date`	`STRING`
`company_id`	`STRING`
`created_at`	`STRING`
`updated_at`	`STRING`
`company_name`	`STRING`
`only_downgrade`	`BOOL`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: churn__reasons

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: churn__products

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

companies (50 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`h`	`FLOAT64`
`mr`	`FLOAT64`
`_id`	`STRING`
`arr`	`FLOAT64`
`mrr`	`FLOAT64`
`web`	`STRING`
`zip`	`STRING`
`city`	`STRING`
`name`	`STRING`
`h_diff`	`FLOAT64`
`nrr30`	`FLOAT64`
`owner`	`STRING`
`phase`	`STRING`
`head_id`	`STRING`
`status`	`STRING`
`address`	`STRING`
`country`	`STRING`
`mr_total`	`FLOAT64`
`org_path`	`STRING`
`csm_score`	`FLOAT64`
`h_profile`	`STRING`
`mrr_total`	`FLOAT64`
`nrr_total`	`FLOAT64`
`org_level`	`STRING`
`org_units`	`STRING`
`source_id`	`STRING`
`created_at`	`STRING`
`h_diff_date`	`STRING`
`last_touch`	`STRING`
`next_touch`	`STRING`
`updated_at`	`STRING`
`create_date`	`STRING`
`customer_to`	`STRING`
`external_id`	`STRING`
`last_active`	`STRING`
`phase_since`	`STRING`
`renewal_arr`	`FLOAT64`
`renewal_mrr`	`FLOAT64`
`last_renewal`	`STRING`
`last_updated`	`STRING`
`org_arr_total`	`FLOAT64`
`customer_from`	`STRING`
`last_touch_time`	`STRING`
`last_touch_type`	`STRING`
`next_touch_date`	`STRING`
`last_active_time`	`STRING`
`renewal_days_from_now`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: companies__tags

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: companies__domains

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: companies__csm_score_log

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: companies__last_activities

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

conversations (27 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`description`	`STRING`
`_id`	`STRING`
`date`	`STRING`
`is_open`	`BOOL`
`is_seen`	`BOOL`
`pinned`	`BOOL`
`has_more`	`BOOL`
`out_date`	`STRING`
`snippet`	`STRING`
`starred`	`BOOL`
`subject`	`STRING`
`archived`	`BOOL`
`company_id`	`STRING`
`created_at`	`STRING`
`updated_at`	`STRING`
`create_date`	`STRING`
`external_id`	`STRING`
`company_name`	`STRING`
`assignee_name`	`STRING`
`is_custom_type`	`BOOL`
`number_of_parts`	`INT64`
`has_attachments`	`BOOL`
`waits_to_be_filtered`	`BOOL`
`number_of_relevant_parts`	`INT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__tags

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__users

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__sender

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__history

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__user_ids

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__endusers

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__time_bucket

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__activity_tags

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: conversations__email_template_ids

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

custom_fields (15 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`_id`	`STRING`
`name`	`STRING`
`parent`	`STRING`
`formula`	`STRING`
`is_hidden`	`BOOL`
`is_locked`	`BOOL`
`is_shared`	`BOOL`
`is_formula`	`BOOL`
`is_featured`	`BOOL`
`is_mandatory`	`BOOL`
`number_format`	`STRING`
`treat_undefined_as_zero`	`BOOL`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: custom_fields__filter

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: custom_fields__list_values

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: custom_fields__formula_refs

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

endusers (29 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`nps`	`INT64`
`name`	`STRING`
`beats`	`FLOAT64`
`email`	`STRING`
`phone`	`STRING`
`convs14`	`FLOAT64`
`nps_date`	`STRING`
`nps_sent`	`STRING`
`primary`	`BOOL`
`featured`	`BOOL`
`last_name`	`STRING`
`position`	`STRING`
`source_id`	`STRING`
`beat_trend`	`FLOAT64`
`company_id`	`STRING`
`created_at`	`STRING`
`first_name`	`STRING`
`last_touch`	`STRING`
`relevance`	`FLOAT64`
`updated_at`	`STRING`
`convs_total`	`FLOAT64`
`create_date`	`STRING`
`external_id`	`STRING`
`nps_comment`	`STRING`
`company_name`	`STRING`
`last_touch_time`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: endusers__tags

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: endusers__other_emails

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: endusers__last_activities

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

invoices (18 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`c_id`	`STRING`
`c_name`	`STRING`
`ext_id`	`STRING`
`status`	`STRING`
`due_date`	`INT64`
`product`	`STRING`
`currency`	`STRING`
`paid_date`	`INT64`
`source_id`	`STRING`
`invoice_no`	`INT64`
`amount_total`	`FLOAT64`
`invoice_date`	`INT64`
`last_updated`	`STRING`
`invoice_cycle`	`STRING`
`address_country`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: invoices__emails

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: invoices__line_items

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

issues (12 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`_id`	`STRING`
`title`	`STRING`
`status`	`STRING`
`archived`	`BOOL`
`source_id`	`STRING`
`created_at`	`STRING`
`updated_at`	`STRING`
`arr_combined`	`INT64`
`mrr_combined`	`INT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: issues__endusers

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: issues__companies

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: issues__company_ids

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: issues__enduser_ids

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: issues__conversation_ids

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: issues__company_matching_value

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

licenses (39 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`arr`	`FLOAT64`
`mrr`	`FLOAT64`
`value`	`FLOAT64`
`length`	`FLOAT64`
`parent`	`STRING`
`to_date`	`STRING`
`product`	`STRING`
`fc_new_arr`	`FLOAT64`
`fc_new_mrr`	`FLOAT64`
`from_date`	`STRING`
`source_id`	`STRING`
`_currency`	`STRING`
`company_id`	`STRING`
`is_overdue`	`BOOL`
`auto_renews`	`BOOL`
`external_id`	`STRING`
`notice_unit`	`STRING`
`renewal_arr`	`FLOAT64`
`renewal_mrr`	`FLOAT64`
`company_name`	`STRING`
`fixed_period`	`BOOL`
`renewal_date`	`STRING`
`renewal_unit`	`STRING`
`invoice_cycle`	`STRING`
`invoice_muted`	`BOOL`
`notice_period`	`INT64`
`renewal_period`	`INT64`
`renewal_status`	`STRING`
`to_date_included`	`BOOL`
`invoices_generated`	`BOOL`
`fc_new_arr_optimistic`	`FLOAT64`
`fc_new_mrr_optimistic`	`FLOAT64`
`renewal_days_from_now`	`INT64`
`fc_new_arr_pessimistic`	`FLOAT64`
`fc_new_mrr_pessimistic`	`FLOAT64`
`invoice_cycle_interval`	`INT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

nps (13 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`c_id`	`STRING`
`eu_id`	`STRING`
`email`	`STRING`
`score`	`INT64`
`source`	`STRING`
`comment`	`STRING`
`date_sent`	`STRING`
`source_id`	`STRING`
`campaign_id`	`STRING`
`date_answered`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

objectives (9 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`name`	`STRING`
`health`	`FLOAT64`
`source_id`	`STRING`
`company_id`	`STRING`
`external_id`	`STRING`
`company_name`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

opportunities (20 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`arr`	`FLOAT64`
`mrr`	`FLOAT64`
`nrr`	`FLOAT64`
`title`	`STRING`
`status`	`STRING`
`owner_id`	`STRING`
`deal_date`	`STRING`
`source_id`	`STRING`
`_currency`	`STRING`
`close_date`	`STRING`
`company_id`	`STRING`
`external_id`	`STRING`
`sales_stage`	`STRING`
`company_name`	`STRING`
`landing_date`	`STRING`
`probability`	`FLOAT64`
`contract_length`	`INT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: opportunities__stage_history

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

sales (11 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`value`	`FLOAT64`
`product`	`STRING`
`source_id`	`STRING`
`_currency`	`STRING`
`company_id`	`STRING`
`sales_date`	`STRING`
`external_id`	`STRING`
`company_name`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

tasks (25 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`description`	`STRING`
`_id`	`STRING`
`action`	`STRING`
`done_by`	`STRING`
`repeat`	`STRING`
`shared`	`BOOL`
`status`	`STRING`
`owner_id`	`STRING`
`snippet`	`STRING`
`date_done`	`STRING`
`main_type`	`STRING`
`source_id`	`STRING`
`company_id`	`STRING`
`created_at`	`STRING`
`owner_name`	`STRING`
`start_time`	`STRING`
`updated_at`	`STRING`
`is_archived`	`BOOL`
`repeat_days`	`INT64`
`company_name`	`STRING`
`no_specific_time`	`BOOL`
`overdue_notified`	`BOOL`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: tasks__users

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: tasks__endusers

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: tasks__checklist

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: tasks__activity_tags

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

tickets (16 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`description`	`STRING`
`_id`	`STRING`
`url`	`STRING`
`email`	`STRING`
`title`	`STRING`
`source`	`STRING`
`status`	`STRING`
`product`	`STRING`
`severity`	`STRING`
`source_id`	`STRING`
`company_id`	`STRING`
`time_spent`	`INT64`
`company_external_id`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: tickets__tags

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: tickets__domains

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: tickets__history

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

users (40 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`_id`	`STRING`
`arr`	`FLOAT64`
`mrr`	`FLOAT64`
`email`	`STRING`
`arr_avg`	`FLOAT64`
`mrr_avg`	`FLOAT64`
`nps_avg`	`FLOAT64`
`create_at`	`STRING`
`inactive`	`BOOL`
`is_hidden`	`BOOL`
`last_name`	`STRING`
`nick_name`	`STRING`
`first_name`	`STRING`
`health_avg`	`FLOAT64`
`updated_at`	`STRING`
`create_date`	`STRING`
`external_id`	`STRING`
`last_touch7`	`FLOAT64`
`last_active7`	`FLOAT64`
`last_touch30`	`FLOAT64`
`last_touch90`	`FLOAT64`
`nr_open_tasks`	`FLOAT64`
`last_active30`	`FLOAT64`
`last_active90`	`FLOAT64`
`radar_one_line`	`BOOL`
`revenue_share`	`FLOAT64`
`company_filter`	`STRING`
`customer_count`	`FLOAT64`
`compressed_view`	`BOOL`
`health_avg_round`	`FLOAT64`
`nr_over_due_tasks`	`FLOAT64`
`nr_tasks_due7_days`	`FLOAT64`
`nr_tasks_due14_days`	`FLOAT64`
`nr_tasks_due30_days`	`FLOAT64`
`nr_tasks_due90_days`	`FLOAT64`
`default_currency_id`	`STRING`
`paying_customer_count`	`FLOAT64`
`default_meeting_length`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: users__roles

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: users__teams

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: users__managers

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: users__permissions

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

workflows (27 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`_id`	`STRING`
`name`	`STRING`
`owner`	`STRING`
`status`	`STRING`
`open_rate`	`FLOAT64`
`target_id`	`STRING`
`click_rate`	`FLOAT64`
`company_id`	`STRING`
`created_at`	`STRING`
`reply_rate`	`FLOAT64`
`start_date`	`STRING`
`updated_at`	`STRING`
`actual_days`	`FLOAT64`
`bounce_rate`	`FLOAT64`
`is_archived`	`BOOL`
`target_name`	`STRING`
`archive_date`	`STRING`
`company_name`	`STRING`
`percent_done`	`FLOAT64`
`target_model`	`STRING`
`end_user_email`	`STRING`
`expected_days`	`FLOAT64`
`next_start_time`	`STRING`
`expected_end_date`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

How the Planhat sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Planhat supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for Planhat?

It depends on how much history is in your Planhat account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when Planhat's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in Planhat, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Planhat instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Planhat connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Planhat data

Account health

Use companies and nps to monitor health and satisfaction across accounts.

Churn analysis

Join churn with companies and licenses to find at-risk accounts.

Engagement view

Use conversations and objectives to track how you work each account.

Use Planhat data in your AI and BI tools

Once Planhat data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with Planhat data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide →

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Excel

Connect via Power Query's BigQuery connector. Setup guide →

Metabase

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for Planhat connector pricing and plan details.

Custobar: Sync Custobar to BigQuery.
HubSpot: Sync HubSpot to BigQuery.
Attio: Sync Attio to BigQuery.
Cuuma: Sync Cuuma to BigQuery.
Pipedrive: Sync Pipedrive to BigQuery.
Rentman: Sync Rentman to BigQuery.

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