Google Cloud Storage (GCS) provides the primary repository for your raw commercial and behavioral data, while Planhat serves as the system of execution. By establishing a scheduled pipeline between the two, teams automate the retrieval and mapping of flat files into actionable customer records and metrics without manual intervention or engineering dependency.

Unlock the power of Google Cloud with planhat

Improve net revenue retention

Defend recurring revenue using actual product behavior. Planhat pulls time-series usage metrics from GCS folders and maps them to customer records, allowing commercial teams to identify declining adoption patterns early and intervene before a renewal is threatened.

Shorten time to value

Compress implementation timelines by automating historical data onboarding. Operations teams move legacy account data and implementation milestones in bulk from GCS to populate Planhat objects instantly, bypassing engineering bottlenecks to move accounts to kickoff status faster.

Increase process governance

Maintain strict data integrity with automated file routing. Once Planhat successfully ingests a CSV or XLSX file, it is automatically shifted to a dedicated "processed" directory, ensuring the same document is never ingested twice and preventing data duplication across your commercial record.

Improve commercial predictability

Anchor revenue forecasts in objective behavioral evidence. Establishing a reliable scanning cadence—from every five minutes to weekly—ensures that Health Scores and revenue dashboards are built on current file updates rather than outdated snapshots or anecdotal sentiment.

Seamlessly integrate Planhat & Google Cloud

Seamlessly integrate Planhat & Google Cloud

Seamlessly integrate Planhat & Google Cloud

how it works

Flow & configuration

01

01 - CONNECTED

Authentication and service account setup

Connection is established in the App Center by uploading a JSON service account key generated in the Google Developer Console. This provides the secure credentials required for Planhat to periodically access and scan your specific GCS buckets and folders.

02

01 - CONNECTED

Define mapping destinations and data types

Administrators specify the target bucket and folder path, choosing whether the files—supported in XLSX, XLS, CSV, or JSON formats—should populate core CRM objects or aggregate into time-series Metric types. This "fetcher" logic transforms raw rows into usable customer context for reporting and automation.

03

01 - CONNECTED

Configure scan frequency and archival logic

Define the scheduled fetch cadence based on your operational needs, with intervals ranging from every five minutes to once per week. To ensure sync reliability and maintain hygiene, you must specify a "processed" folder path; Planhat automatically archives files in this directory following a successful import to manage ingestion state.

04

01 - CONNECTED

Manage security and sync constraints

The integration functions as a one-way inbound sync and does not support bidirectional data exchange or cross-system record deletion. Operations teams must ensure bucket-level access and uniform permissions are correctly scoped to avoid 403 errors, and confirm that the target folder structure is live before enabling the scheduled job.

FAQ

FAQ

How is Google Cloud Storage securely connected to Planhat?
How does Planhat link GCS objects to customer accounts for a unified context?
Can GCS serve as a zero-engineering data pipeline for usage telemetry?
How does Planhat operationalise new files arriving in GCS?
How does Planhat ensure document governance and data residency in GCS?