Anaplan RESTful API upload/import/export files workaround?




I am trying to integrate the Anaplan API. I found that all the tasks (upload/import/export) listed in the Anaplan API documentation ( requires manual operations in Anaplan UI first. For example, I have to upload/import/export manually in UI first, in order to get the corresponding Action ID, then I am able to use Anaplan API to perform the exact same tasks with these provided Action IDs...


So my questions are:


1. What is the purposes/use cases of Anaplan API, if upload, import and export have to be manually operated  in the Anaplan UI first?


2. Is there a workaround to use Anaplan API to upload/import/export without manually do these actions in UI first? Since I was trying to upload and import an exact same file name (.csv file, with the same content header, but I changed the value of some cells) into a module with the same import task id as listed in the Anaplan UI - Actions. However, it seems that module data content not getting updated...


Thanks and any help would be greatly appreciated!



  • Hi Ling,


    First time UI based Import / Export defines the import mapping / export settings for Anaplan.This mapping / settings are saved under Actions. Later these import / export process can be used in Anaplan Connect / API to automate the respective Action


    Also, if you use a new CSV for import file with different values, then it should get updated in Anaplan. If not, it means that the Anaplan Connect batch file is not set up correctly.




  • Hi,


    The use case for the API is to automate recurring actions, in this case imports.  For example, if your IT partner places a data file in a designated folder, you could have a follow-on scheduled process (that leverages the Anaplan API) to load that data into Anaplan for you.  (Or you could have a simple batch file that you trigger yourself to load the file, which saves you from having to navigate into Anaplan to load the file).  The frequency & timing of the load will guide your decision making as to how to proceed.  For example, if you & a small team benefit from a monthly load, then you might want to just load it manually via a button on a dashboard.  However, if a global audience requires that periodic loads be accomplished often & on off-hours, then an automated/scheduled process can be valuable!


    Whever we use the API to import, we have to import the data manually first in order to create the import profile.