Step 1: Connect an app in Planday
To connect Planday to Plecto, you first need to connect an app in Planday, then retrieve a token from Planday and create a data source in Plecto.
In a new browser tab, open Planday and go to Settings > Integrations > API Access.
Click Connect App in the top-right corner. You will be asked to provide an App ID.
In Plecto, go to Data management > Data sources > + New data source > Planday.
Copy the Planday Application ID you see on your screen. Keep the page – you'll need it in Step 2.
Go back to Planday and enter the ID you just copied from Plecto.
Click Save. You should see the application on the API Access page.
Click Authorize to give Plecto read access to your Planday data and to retrieve your app Token.
Once the app is authorized, you should see a Refresh Token in the Token column on the API Access page. Copy the Token.
Step 2: Integrate Planday with Plecto
Enter the Token on your Plecto page and click Next.
(Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
Click Next to finish and import your data.
Available data types
For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Planday currently allows you to import the following data types:
Shifts