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Planity

Follow these steps to successfully establish the connexion between your software and Planity.

Updated over 2 weeks ago

PREREQUISITES

You should get an access key for step 2:

  • Go to your Planity's account

  • Go to "Admin" > "Integration" > "Integration Chift" >

  • Select "Yes" on "Activate the integration", copy the access key and click on "Save".

CONNEXION

Step 1: Choose a name for your connexion.

Step 2: Enter your access key.

Step 3: Click "Connect" to finalise the connexion.

Note that the export of data once activated on Planity might take a few minutes. If you have an unexpected error here, please try again.

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