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Setting Up the Amplitude Integration
Setting Up the Amplitude Integration

Send user activities directly from Amplitude to Planhat

Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Planhat is an Amplitude Event Streaming Destination. This means you can send a continuous, real-time stream of Amplitude events to Planhat as user activities on the End User, Asset or Project Level with minimal setup.

This guide walks through the key requirements of the connection with Amplitude, and how to configure it.

Contents


How the Connection Works

Remember!

  • You will need to perform the following steps separately for each Amplitude project you want to push data into Planhat

  • Amplitude sends all user, event, and group properties along with the event

  • The maximum size of event data is 1 MB

Matching IDs

  • The Amplitude user_id matches to the End User externalId within Planhat for associated events. If a user with that externalId doesn't exist within Planhat, a user with that externalId is created

  • Please ensure that your Planhat End User, Company and/or Asset/Project externalIds match the corresponding ids in Amplitude. In particular, to avoid user duplication, ensure that the Amplitude user_id/email field matches the related Planhat user externalId/email field

Start Pushing Events

Preparing Planhat

Get Tenant Token

To connect Amplitude to Planhat, you'll need to obtain your tenant token. To do so:

  1. ensure you have Admin permissions in Planhat, or contact an Admin to complete these steps for you

  2. head into Integrations, from the menu in the bottom left

  3. scroll until you see the Amplitude integration and select it

  4. turn the integration on using the toggle at the top

  5. select "Copy to clipboard" to copy your Tenant Token and use it to complete the setup from Amplitude

Preparing Amplitude

  1. In Amplitude, navigate to Connections > Destinations

  2. Click Add Destination in the top right

  3. Search to find Event Stream > Planhat and select it

  4. Enter a sync name, such as "Planhat Connection", then click Create Sync

  5. Toggle Status from Disabled to Enabled and paste in your Planhat Tenant Token

  6. Enable the Send Events filter toggle if you wish to send only specific events. You can send all events (leave this toggle Disabled), but it is strongly recommended that you filter only to the events you intend to use to drive action in Planhat

  7. When you have finished filtering, click Save

  8. Click on the Mappings tab > Edit

  9. At minimum, map the externalId or email Destination Property to the User ID or Email Amplitude Property. Additionally, specifying "companyExternalId" is advisable for example in the event that you have an End User associated with multiple companies, or if End User email domains do not always match Company Related Domains, necessitating creation of End Users from events

    πŸ“Œ Note: if you wish to map your user activities to an object other than the Company, you'll also need to map the Asset or Project externalId

  10. Once you have completed the mapping, click Save

And just like that, your Amplitude Event Stream is up and running! From now on, all the events you specified in your filter on the connection's Settings tab will now be streamed in real time as user activities to Planhat.

To confirm your Event Stream is up and running, you can head into the Connection at any time, and see what's been pushed from the Delivery tab.

If events delivered from Amplitude don't match what you've received in Planhat, reach out to Planhat Support.

πŸ“Œ Note: remember, just because the event status is Success in Amplitude, doesn't mean that the payload was correctly specified and received successfully by Planhat. That's because Planhat's Analytics Endpoint behaves like a "data sink", issuing 200 (OK) Response Codes regardless of whether data was received successfully.

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