Anaplan

Getting Started

In this guide, we will show you how to connect Anaplan to Census and create your first sync.

1. Locate your workspace and model ID

The Workspace ID can be found under Administration -> Workspaces within the Anaplan dashboard.

Select the Models tab under the selected workspace and click on the desired model. This action will open the model details page.

The model ID can be found on the model details page.

2. Configure the Anaplan Connection

Navigate to the connections tab in Census. Select Anaplan

Authentication options

1. User credentials

   • You'll need to provide your

     • Username

     • Password

     • Anaplan Workspace ID

     • Model ID

     • Which region your Anaplan instance is hosted in.

The username and password will be the username and password used to authenticate to Anaplan

1. Self service OAuth

• You'll need to provide your

  • Client ID

  • Client secret

  • Anaplan Workspace ID

  • Model ID

  • Which region your Anaplan instance is hosted in

Creating your client ID and secret

Navigate to Administration -> Security -> OAuth Clients and click the New button in the upper right.

Name the client, choose Authorization code grant as the type, and set the allowed callback URLs to include https://app.getcensus.com/anaplan_callback. Then, click Create.

Clicking on the created OAuth client will provide access to the client ID and secret.

3. Test the Connection

You have successfully configured and tested the connection, so you can now sync data into your financial models from your data source! 🎉

️ Supported Objects and Behaviors

Contact us if you want Census to support more Anaplan objects and/or behaviors.

Replace Behavior in Anaplan

When using the Replace sync behavior with Anaplan, data is not deleted as it might be in other destinations. Rows are not removed. In certain cases, individual columns within existing rows can be cleared, but this depends on how the original import action was set up in Anaplan.

Clearing applies only to Module imports, not List imports. For clearing to occur, the import action must have been created with specific options enabled when the file was first uploaded manually in Anaplan. When importing data initially into the module, the Clear target prior to import option must be set in the import mapping, and the settings for both the underlying list and the module’s line items must specify that All Items should be cleared prior to import.

If these configurations were in place, a Replace sync will clear column values for records not included in the source data. If they were not set, no column clearing will happen during the Replace sync.

Need help connecting to Anaplan?

Contact us via [email protected] or start a conversation with us via the in-app chat.