Integrating with Planhat

Prerequisites

Planhat Setup Step 1: Create a service account Step 2: Generate API access token

Prerequisites

To connect Planhat to Drivetrain, you need:

1. An active Planhat account with admin privileges.

2. Service Account for token generation.

Planhat Setup

Drivetrain connects to Planhat using an API access token generated in Planhat for this integration. To setup this integration, you need to login into your Planhat account and create a service account, assign relevant permissions to access Planhat objects, and share the API token with us. This guide covers the above-mentioned steps in detail below.

Step 1: Create a Service Account

1. Login into your Planhat account, hover your mouse on your avatar (intials or photo) in the bottom right of your Planhat tenant and click “Service Accounts”.

2. Click on Add New to create a new service account, and enter the service account name as “Drivetrain Integration”.

A service account is a special account used by the applications to access data within relevant permissions, we strongly suggest creating a new service account for Drivetrain. However, you can continue to use an already-created one as well.

1. Select a role or service account to copy permissions from. If none is selected, the service account will have full permissions, which you can modify later.

2. Click on Save.

Step 2: Generate API Access Token

1. If you did not select a role or service account in Step 1, point 3, click on ‘Permissions’ under the service account.

2. Assign the relevant permissions here needed for the integration.

3. Click on Generate New Token.

That’s it share the token with your customer success manager