Overview
The Planful connector syncs your FP&A and financial planning data into analytics-ready tables in your data warehouse. Pull budgets, scenarios, reports, and dimensions from the Planful API, with Ingest handling auth, pagination, and retries so the tables stay current.
What you can sync
Ingest syncs the following Planful data into your data warehouse, each as its own table refreshed on your schedule:
- Budgets
- Scenarios
- Reports
- Dimensions
Authentication
HTTP Basic Auth (Access ID + Access Key)
Generate the Access ID/Key pair from inside the Planful application.
You enter credentials in a secure form, never in chat. Ingest stores and rotates them for you.
Resources
Planful API docs ↗
Official provider documentation.
Authentication
How Ingest stores and rotates credentials.
Request access
Tell us you want this connector and we will get you set up.
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