Anaplan is a global cloud-based planning software and provides data for decision-making purposes in areas ranging from finance to human resources
Kloudio's Anaplan integration allows users to easily create an integration for the Anaplan platform (only CSV exports) and run the reports in Google Sheets or Excel.
The following article will help you get started:
- Create Anaplan integration on Kloudio
- Create and run your reports
- Create Kloudio reports from your Anaplan connection
1. Create Anaplan integration on Kloudio
a) Go to Kloudio Connections and click the button to create a New Connection
b) Click the Setup button under the Anaplan
c) Enter the Anaplan Username and Password of your account
iv. Click next, and an Anaplan integration will be created
2. Setup Anaplan sync settings
Now it's time to set up your Anaplan data sync settings!
This will enable you to sync your Anaplan exports (only CSV exports) to a database of your choice. Kloudio will do this on your behalf by invoking running Anaplan export jobs as per your configured sync frequency.
Please follow the below steps:
a) Enter Connection name
b) Choose an existing database connection: This is where Kloudio will sync your Anaplan data. Once it's synced, it will be available for creating Kloudio reports in the report builder or in the SQL mode.
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloudio's data warehouse in case you don't have any data warehouse to sync your data to
e) Under "Data Options", You can search for an Anaplan model (https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Model.html) and all exports (https://help.anaplan.com/anapedia/Content/Import_and_Export/Export_from_Anaplan.html) inside that Anaplan model will show up on the exports section
f) You just need to select the required exports which you want to sync. Each export will be created as a table
g) Select the Frequency and Interval under 'Sync Schedule'
h) Click 'Save & Sync'
By now the sync should start running. You will get a confirmation once it's completed running.
3. Create Kloudio reports from your Anaplan connection
Once the Anaplan connection is created and synced, you can create reports.
Please ensure you select the connection and schema as used in the Anaplan connection settings from Step 2.
You can save your report by clicking 'Save.'
Feel free to chat with us or drop an email in case you have any questions related to this integration.