PlanRadar Connect – PlanRadar HelpCenter

Overview

PlanRadar Connect is our integration and automation feature that allows you to

Connect third-party software without requiring any custom software development.
Automate business workflows across cloud and on-premises apps with your PlanRadar account.
Automate PlanRadar-only processes with the same approach as well.

It offers easy-to-use predefined automations (defined by recipes) that don't require coding.

PlanRadar also provides secure REST APIs which are open to all customers for their own integrations, as described in Open APIs.

Access & Permissions

PlanRadar Connect is only available for Pro & Enterprise accounts. Read more in Pricing and Subscription.

To use PlanRadar Connect, you need an in-house user with the user permissions 'API Access' and 'Accounts'. Read more in Permissions.

How to access PlanRadar Connect

Click Settings
Click Account
Click PlanRadar Connect

PlanRadar Connect can only be used in one browser tab at a time.

If you open it in multiple tabs (for example, while editing recipes), it may not load properly. You can have multiple PlanRadar tabs open simultaneously, but only one tab should have PlanRadar Connect open.

Activate PlanRadar Connect

To activate PlanRadar Connect:

Click Activate
Select the checkbox I confirm I'm the account owner or have their approval to activate PlanRadar Connect.
Click Activate
The account owner will receive a confirmation email about the successful activation.

If your account was created before February 2022, then it is not possible to activate PlanRadar connect automatically and you need to contact us for a demo, trial or to upgrade your account.

Create an Integration User

To use PlanRadar Connect, you need to integrate it with your PlanRadar account. However, as the actions performed by integrations are automated and should not be linked to a personal user in your account, it is recommended to create a generic user specifically for integrations. This way you are also on the safe side in case someone leaves your company.

Connect your PlanRadar Account

PlanRadar Connect is available through a partnership with Workato, a low-code platform integrated into PlanRadar. To begin using this solution, you must first link your PlanRadar account, allowing PlanRadar Connect to access data and perform actions within your account.

Learn more in Connect Apps with PlanRadar Connect > Connect PlanRadar.

Connections

PlanRadar Connect provides access to over 200 connectors for different applications. Each application has its own authentication options, allowing users to choose their preferred authentication method.

At the core of PlanRadar Connect are pre-built connectors that allow you to authenticate with the third-party software you want to integrate with, giving you access to the data stored in those systems. Each connection needs a one-time setup providing credentials to authorise itself during the execution of the automation. Connections are not tied to a recipe – a single connection can be used by multiple recipes.

Recipes

Recipes allow you to build automated workflows. They consist of two parts: triggers and actions. Triggers are events that trigger actions to take place.

You can build your own recipes, deciding the triggering event/s as well as the resulting action/s.

PlanRadar Connect already provides some basic recipes for typical workflows with third-party apps.