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Planity

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

Updated over 2 months ago

CONNEXION

Step 1: Choose a name for your connexion.

Step 2: Enter your Planity account email.

Step 3: Enter your Planity account password.

Step 4: Enter the 4 digit access code, previously found on your planity account.

Step 5: Click "Connect" to finalise the connexion.

Note that Planity does not offer any API to collect data. Therefore, we have automated the process of extracting sales data through webscraping methodology (Planity's reports are used). We only keep the data needed for the integration.

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