Overview

Planful is available as a data source via Basedash Warehouse. This allows you to sync your Planful data into a centralized warehouse managed by Basedash.

Setup

  1. In Basedash, open the command menu (⌘K) and open “Data sources”
  2. Select “Add data source”
  3. Search for “Planful”
  4. Select Planful and follow the setup flow through Fivetran

Documentation

For detailed information about the Planful connector, including schema information and sync behavior, see the Fivetran Planful documentation.