Linking Hub Planner as a source

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Alpha release

This source is currently in alpha. The interface and available tables may change.

The Hub Planner connector syncs projects, resources, bookings, and more into the PostHog data warehouse, so you can analyze them alongside your product data.

Prerequisites

Credentials that can read the data you want to sync. PostHog only reads data, so read access is enough.

Adding a data source

  1. In PostHog, go to the Sources tab of the data pipeline section.
  2. Click + New source and click Link next to this source.
  3. Enter your credentials (see Configuration below) and click Next.
  4. Select the tables you want to sync, choose a sync method and frequency, then click Import.

Once the syncs are complete, you can start querying this data in PostHog.

Enter your Hub Planner API key to sync your resource-scheduling, project-planning and time-tracking data.

Generate a Read Only API key in Hub Planner under Settings → API (admin access required).

You'll be asked for:

  • API key

Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

  • Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
  • Incremental – only new or updated rows are synced on each run, using a cursor field (such as an updated_at timestamp). Cheaper than a full refresh, but deletes aren't captured.
  • Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
  • Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See sync methods for a full explanation of how each mode works and how to choose between them.

All Hub Planner tables are full refresh. Each sync replaces the contents of the table.

Configuration

OptionTypeRequired
API keypasswordYes

Supported tables

TableDescriptionSync methodIncremental fieldPrimary key
projects

Projects scheduled in Hub Planner, including budget, status and assigned resources/managers.

Full refresh——
resources

Resources (people or assets) that can be scheduled, with role, status and contact details.

Full refresh——
bookings

Scheduled bookings allocating a resource to a project over a date range.

Incremental, Full refreshupdatedDate—
time_entries

Timesheet entries logging time a resource spent on a project.

Incremental, Full refreshupdatedDate—
events

Custom events in the scheduler (e.g. training, meetings) not tied to a project.

Full refresh——
clients

Clients that projects can be associated with.

Full refresh——
milestones

Project milestones with a target date.

Full refresh——
project_groups

Groups used to organise projects.

Full refresh——
resource_groups

Groups used to organise resources.

Full refresh——
billing_rates

Billing rates that can be applied to bookings and projects.

Full refresh——
holidays

Public holidays configured in Hub Planner.

Full refresh——
vacations

Vacation and time-off entries per resource.

Full refresh——
project_managers

Resources designated as project managers.

Full refresh——

Troubleshooting

  • If the connection fails with an authorization error, the API key is wrong, expired, or has been revoked. Create a new one, then reconnect the source.
  • If a table syncs no rows, the credential may not have access to that data. Check its permissions, then reconnect the source.

If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.

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