What goes in, what comes out, and how other systems plug in
Last reviewed September 3, 2026
Planlined sits between the documents a carrier sends and the deliverables a client receives. This page lists the sources it reads, the files and links it produces for employers and employees, and the API, webhooks and connectors that carry cases to and from the rest of your stack.
Carrier, PEO and payroll documents. Upload, API, or a connected drive.
One verified case: plans, rates, census, scenarios, reconciliation. Versioned.
Proposal book, workbook, hosted guide, email, JSON, and webhook events to your systems.
Sources with a purpose-built reader
These formats have their own reader in Planlined. Everything else goes through the general reader backed by Google Cloud Document AI, then the same verification screen where every value sits beside the page it came from.
Funding Advantage and level-funded quotes
Quotes and invoices
Rate sheets and quotes
Dental, vision, life, STD and LTD proposals
Proposals and renewal packets
Paychex and Aura rate sheets and quote comparisons
Quote exports
SBCs, quotes, rate sheets, invoices, census files and benefit summaries from any other carrier. Uncertain values are flagged, never guessed.
Files under 1 MB parse while you wait. Larger files run as a job you can poll or receive a webhook for.
What comes out, and who it is for
Every deliverable is generated from the same case, so the number on the committee's page is the number on the employee's phone.
Cover, program financials, benefit comparison, multi-year projection, strategy, paycheck math, signature page.
Current, proposed and alternate plans side by side, one sheet per benefit type.
Employer and employee split by tier, trended forward.
Invoice lines matched to the census and plan rates. Every saved state can be restored.
Run the renewal meeting from the case. No slide file to rebuild.
Designed enrollment guide employees open on a phone at app.trybart.com/guide/…
Per-paycheck cost by plan and tier on the actual pay schedule.
Send the guide or a notice to the employer contact list from the case.
Plans, rates and case metadata for your own reporting or another system.
Planlined does not produce PowerPoint or Word files. Meetings run from Presentation Mode on the live case, and the leave-behind is the proposal book PDF. PowerPoint files are accepted as input.
How it connects across your stack
A REST API at app.trybart.com with API keys, signed outbound webhooks, and connectors for the systems brokers already run. Available on Enterprise plans. The OpenAPI document is available on request.
Bearer tokens or API keys with scopes
Sign in tokens and Planlined OAuth access tokens as bearer, or an X-API-Key header generated in workspace settings. Keys carry scopes such as cases:read, cases:import, exports:write and pdf:extract. Partner apps can also obtain tokens through Planlined's own OAuth token endpoint, with secret rotation.
One capabilities endpoint, five workflows
GET /api/v1/integrations/capabilities returns the endpoints, scopes and retry policy for parse, case import, benefit guide publishing, proposal book PDF and proposal book workbook. Long jobs expose status, result and cancel. Requests accept an X-Idempotency-Key so a retried call cannot create a duplicate.
Send a document, get structured plans
POST /api/v1/parse/unified runs the same reader registry the app uses. Files under 1 MB return synchronously; larger files return a job id to poll. Type-specific routes exist for census, quote, SBC, invoice, spreadsheet, image and XML.
Push a packet in, get a case or a proposed merge
POST /api/v1/case-imports retains every source file, parses all plans and benefit types, and either creates a case or proposes a version-guarded merge into an existing one. Automatic mode commits only when every benefit maps unambiguously; review mode waits for a person. Retained sources can be reprocessed later.
Artifacts your system can fetch
Proposal book PDF and XLSX, hosted benefit guide links, JSON, and versioned artifact downloads. Render endpoints take the artifact content the app produces; they do not yet render from a bare case id.
Documented, not surprising
Integration routes allow 60 requests a minute per key; webhook management routes allow 30. Files are capped at 50 MB. Synchronous parses have a 60 second budget before they become jobs.
Signed, retried, and paused when your endpoint stays down
Each delivery carries an HMAC-SHA256 signature over a timestamped payload in X-Webhook-Signature, plus event, timestamp and delivery id headers. Failed deliveries retry at 30 seconds, 1, 5 and 30 minutes, and 2 hours. Ten consecutive failures pause the subscription. Secrets are shown once and can be rotated. Targets on private networks are refused.
Inbound, Planlined verifies signed webhooks from Stripe, Slack, HubSpot and Salesforce.
The systems brokers already run
OAuth connectors, enabled per workspace on Enterprise plans. Ask for the ones you use and we switch them on for your workspace.
Questions brokers ask
Does Planlined export to PowerPoint or Word?
No. Planlined produces PDF and Excel files, hosted benefit guide links, JSON and CSV data, and runs client meetings from Presentation Mode inside the app. PowerPoint files are accepted as input for parsing.
Is there an API?
Yes. The REST API at app.trybart.com uses bearer tokens or an X-API-Key header with scopes. It covers document parsing, case import, case and plan CRUD, plan library, proposal book PDF and workbook export, hosted benefit guide publishing, and webhook subscriptions. The OpenAPI document is available on request.
Which benefits administration and CRM systems connect?
Connectors exist for Employee Navigator and Ease (benefits administration), Salesforce and HubSpot (CRM), and Google Drive (documents). They are enabled per workspace on Enterprise plans.
What file types can I upload?
PDF, Excel (xlsx, xlsm, xls), CSV, Word (docx), PowerPoint (pptx), and PNG or JPG images, up to 50 MB per file.
Start with the packet on your desk
Upload it, check the comparison, and see every output above come out of one case. First proposal free. API access on Enterprise plans.