Planful

Overview

Planful is a cloud-based financial performance management software. Connect Planful in Mora to analyze that data alongside the rest of your stack.

This connector is available in Mora's catalog.

Sync with Mora

Mora syncs Planful data into your warehouse on a schedule. Ask questions in plain English without writing SQL. Supported capabilities include delete capture, column hashing for sensitive fields, column- and table-level data blocking, and connection- or table-level re-sync.

Setup

• In Mora, open Connections and choose Add connection.

• Select Planful.

• Authenticate with the provider using OAuth or API credentials.

• Choose a destination schema and sync options (historical range, table selection, and naming).

• Run Save & test to confirm the connection and start syncing.

• Check provider docs for required permissions, IP allowlists, or API scopes if setup fails.