Integration description
The Younium → Planhat integration synchronises the following data from Younium to Planhat:
- Accounts
- Invoices
- Subscription charges
Set up guide.
-
To enable the Planhat integration you first need to go into Younium to Settings → Integrations → PlanHat and press Get Started. There you fill in:
- API Endpoint from Planhat, example: api-eu8.planhat.com (look at your URL in Planhat to see the correct cluster)
- Personal access token, create a service account in planhat with full permissions and generate a token.
For more information see the official Planhat documentation: https://docs.planhat.com/?version=latest
-
Next step is to synchronize the data you want to export from Younium to Planhat (see screenshot) If you have existing accounts in your Planhat environment, you can add the custom field integrationPlanhatPlanhatId and Planhat ID manually (you find the PlanhatID in Planhat account “External Id”) on entity account, to keep duplicate accounts from being created in Planhat
When syncing the first time, these Planhat custom fields will be added to Younium:
Field mapping
Accounts
| Younium | Planhat | Comment |
|---|---|---|
| Name | name | |
| “Customer” | status | |
| ExternalCRMId | sourceId | |
| Invoice emal | Younium Invoice Email | Custom field |
| Org Nr | Younium Organization Nr | Custom field |
| Tax reg nr | Younium Tax Registration Nr | Custom field |
| Legal entity ID | YouniumLegalEntityId | Custom field |
| Account ID | YouniumAccountId | Custom field |
Subscriptions
Subscriptions are synched to licenses in Planhat, the licenses are tied to either the Order account or the Invoice account. This is configured in the Planhat settings in Younium. Here you can also decide if you want all version of the charges or only the latest version synched to Planhat.
| Younium | Planhat | Comment |
|---|---|---|
| Product | ||
| Order Currency | Currency | |
| From | From date | |
| Order charge.Effective end date | To date | |
| True if Order charge has a set Effective end date | Fixed period | |
| Order charge.Monthly recurring amount | MRR | |
| Order charge.TCV | Value | |
| If order charge has "End-on": "Align to order" this is set to "True". (Which means charge will renew and not have a set end date) | Auto renews | |
| Order.Renewal term | Renewal period | |
| Order.Notice period | Notice period | |
| "Months” | Notice unit | |
| Order.Order number | Younium Order | Custom field |
| Order charge.Charge number | YouniumChargeNr | Custom field |
| Legal entity ID | YouniumLegalEntityId | Custom field |
| Order charge. Model | Younium Charge Model | Custom field |
| YouniumChargeVersion | Younium Price Period | Custom field |
| Order charge.Billing period | Younium Billing Period | Custom field |
| Order charge.Version | YouniumChargeVersion | Custom field |
Invoices
| Younium | Planhat | Comments |
|---|---|---|
| Invoice date | Invoice date | |
| Due date | Due date | |
| Currency | Currency | |
| Account name | cName | |
| “Paid” or “Pending” | Status | |
| Invoice Subtotal amount | Amount due | |
| Invoice number | Younium Invoice Number | Custom field |
| Status | Younium Invoice Status | Custom field |
| Invoice ID | YouniumInvoiceId | Custom field |
| Invoice line Charge description | Product | Line items |
| Invoice line Subtotal amount | Amount | Line items |
| Invoice line Service period start | Date from | Line items |
| Invoice line Service period end | Date to | Line items |
| Order charge planhat License Id | LicenseId | Line items |