Pulling data into Anaplan from a file (.csv/.xlsx) which is stored at a share location

Shraddha0706
Shraddha0706
in Integrations and extensibility

Hi team,

For one of our enagements, we have a requirement wherein the client wants Anaplan to refresh the data that exits in file on a regular interval.

Following are the assumptions:

  1. The file data can be simple text formatted and will come to Anaplan inside a line item.
  2. The data in the file will be altered by multiple users who has access to the shared location.
  3. We can use cloudworks to schedule a the refresh, (if required)

Is there any way where Anaplan will be able to pull data from a file (maintained at a fixed shared location)?

Any help or references would be appericiated. :)

Answers

  • anirudh
    anirudh

    Hi Shraddha, looks like Anaplan connect will have to be used here

    What kind of environment is the shared location? Is it a sharedrive or any server?

  • Shraddha0706
    Shraddha0706

    Hi anirudh,

    The shared location could be Sharepoint or it is flexible as per Anaplan's convinience.

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