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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.

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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

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Documentation

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