How to Send SureCart Orders to Planhat

Planhat is a customer success platform. Every SureCart order should flow into Planhat automatically. This guide shows how to set that up in five minutes.

The direct approach

AFI delivers order data straight from WordPress to Planhat. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with SureCart installed and configured.
• A Planhat account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Planhat to AFI

1. Log in to your Planhat account.
2. Go to Settings → API and copy your API Token.
3. In WordPress, go to AFI → Settings → Planhat.
4. Paste the API Token and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it SureCart to Planhat.

2. Pick your trigger

Select SureCart as the form provider. AFI fires when a checkout or order is completed, giving you access to customer details, product information, and order totals.

3. Select Planhat as the destination

Choose Planhat from the platform dropdown and pick Add Contact. This creates a contact in Planhat.

4. Map fields

Match each Planhat field on the left to the corresponding SureCart field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain orders? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Place a test order in your SureCart store. Check Planhat to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps email, name, and company to Planhat with unlimited orders. Pro adds custom field mapping. No per-order fees on any plan.

Frequently asked questions

Which SureCart events trigger the integration?

AFI fires when a checkout or order is completed. This covers new orders, customer details, and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect SureCart to Planhat in minutes.