Planhat AirSync

The Planhat AirSync simplifies migration from Planhat to DevRev, supporting both one-time imports and periodic sync.

Supported objects

Import from Planhat

1. Log in to DevRev.
2. Go to Settings > Integrations > Snap-ins and search for Planhat under All Snap-ins.
3. Click Add and Install Snap-in.
4. Go to Settings > Integrations > AirSyncs.
5. Click AirSync in top right corner and select the Planhat.
6. Create a new connection to authenticate with your Planhat workspace, or use an existing active connection.

Create Planhat connection

1. Provide a name to the connection.
2. In the Subdomain field, enter your Planhat domain, which can be found in the Planhat browser URL. For example, from https://app.planhat.com/, app.planhat.com is the Subdomain.
3. Enter token.
4. On the next screen, select the authenticated Planhat workspace.
5. Specify the DevRev part where the imported content should reside. Click on Start.
6. Trigger an import of the authenticated workspace.

Note: Ensure that the token has full access with the following permissions:

• Portfolio: Full access
• Data Module:
  • Company: View
  • End Users: View
  • Conversations: View, Create, Update
  • Tasks: View
  • Licenses: View, Create, Update
  • Users: View
  • Custom Fields: View, Create, Update
  • Comments: View, Create, Update

Import duration varies from minutes to hours based on data size.

Limitations

• Planhat does not support OAuth for API authentication.
• Conversation-level or comment-level attachments are not supported.
• User roles and permissions are not supported.
• Reverse sync is only supported for tickets and custom objects.
• Tags are not supported.

Post import options

After a successful import, you have the following options available for the imported account:

• Sync to DevRev

  This option allows you to synchronize any modifications made in Planhat with the corresponding items previously imported into DevRev.

• View Report

  This option allows you to access detailed information about the initial import and any subsequent syncs performed.

• Delete Import

  If you wish to remove the import and all data that were imported from Planhat into DevRev, you can use this option.

• Edit Connection

  Use this option to change the connection used for any subsequent actions. It can be helpful if a connection becomes inactive or the user who established it is no longer available.

Sync to DevRev

After a successful import from Planhat, you can choose to sync the imported data with DevRev. This feature imports any company , users etc, and any changes made to previously imported items from Planhat.

To perform a one-time sync to DevRev, follow these steps:

1. Go to Settings > Integrations > AirSync.
2. Locate the previously imported project.
3. Select the ⋮ > From Planhat to DevRev option.

To perform a reverse sync DevRev to planhat, follow these steps:

1. Go to Settings > Integrations > AirSync.
2. Locate the previously imported project.
3. Select the ⋮ > From DevRev to Planhat option.

:::warn A one-time or periodic sync may overwrite fields in previously imported items, even if those fields were modified within DevRev. :::

Historical AirSyncs

To view currently running and previous AirSyncs from various sources, do the following:

1. Go to Settings > Integrations > AirSyncs.
2. Select the import you want to view.
3. Select the context menu (⋮) > View Report.

Periodic sync

After successfully importing to DevRev, you have the option to enable a periodic sync. This allows for automatic synchronization with DevRev on a regular basis. By default, the sync occurs once an hour.

To configure periodic sync, follow these steps:

1. Go to Settings > Integrations > AirSyncs.
2. Locate the previously imported project.
3. Select the ⋮ > Set Periodic Sync option.

The Enable automations for synced items setting is optional and can be activated during periodic sync configuration. When enabled, newly created or updated items trigger events, which can initiate webhooks, notifications, Snap-ins, and other processes, as if the events originated directly in DevRev.

If this setting is disabled, updates will not trigger any event-driven processes. This behavior applies only to periodic syncs; no events are triggered during a first-time import or manual sync to or from DevRev.

Delete import

An import and all the content it creates can be deleted from DevRev. This can be useful when running POCs or to change the recipe used during the import. Once an import has been deleted, all the content it created gets deleted, even if they were modified in DevRev. It's possible to import the project again after its deletion.

To delete an import and all the content it created, go to Settings > Integrations > AirSyncs, find the previously imported project, and select ⋮ > Delete Import.

View historical imports

To view currently running and previous imports from various sources, do the following:

1. Go to Settings > Integrations > AirSyncs.
2. Select the import you want to view.
3. Click on the context menu (⋮) and select View Report.

Enable periodic sync

Enable hourly automatic synchronization:

1. Go to Settings > Integrations > AirSyncs.
2. Locate the imported project.
3. Click ⋮ > Set Periodic Sync.

You’ll see three periodic sync options:

• Planhat > DevRev Enable this option to sync data from Planhat KB into DevRev.

• DevRev > Planhat Note: Syncing from DevRev to Planhat is not supported.

• Automation Option
  Enable automation to trigger webhooks, Snap-ins, and DevRev-native events for synced items.
  If disabled, periodic syncs will not trigger any events or automations.

Select the frequency and start date, then click Schedule to set up the periodic sync.

Delete import

:::warn This deletes any content created by the import, including users, groups, members, and articles. :::

An import and all the content it creates can be deleted from DevRev. This can be useful when running POCs or to change the recipe used during the import. Once an import has been deleted, all the content it created gets deleted, even if they were modified in DevRev. It's possible to import the project again after its deletion.

To delete an import and all the content it created, go to Settings > Integrations > AirSyncs, find the previously imported project, and select ⋮ > Delete Import.