Data Integration

Can Anaplan ADO (Source Data step)append all similar files in a folder and auto-include new ones?
There is a client requirement to load multiple structurally similar files (the system generates new files) from the source data. Is it possible for the ADO "source Data " step to read multiple files from a folder path (instead of a single CSV file), append all these files, and then pass the combined data to the ADO an then…
4.6.6 Activity: Import Data into P1 Product Family List Unable to import data from product families
I am trying to upload the product family data into my model in lesson 4, and each time I try I get a notification saying "Multiple files inside an upload package are not currently supported." I was wondering if anyone knew how to troubleshoot this problem.
ADO connection from postgreSQL
Hi everyone, I am trying to create a connection ADO from PostgreSQL, but I consistently receive the following error: Failed to establish a connection The following message was sent from the target system: The SSL certificate is either invalid or not in unencrypted PEM format. Please check your certificate and try again.…
CloudWorks Job Dependency Timing
If I schedule two CloudWorks jobs, one that loads data into Module A from different Model and a second that runs the actions to move that data into Module B from Module A, will the second job wait until the first job finishes before starting, or will it start at its scheduled time even if the first job is still running.
ADO - On Premise MSSQL Server Connector
I’m trying to understand how Anaplan Data Orchestrator (ADO) connects to an on-premises SQL Server. In Anapedia, I found this: An MSSQL instance hosted on a cloud platform, such as Amazon Web Services (AWS), Azure, Google Cloud Platform (GCP), or any other cloud provider. The solution is compatible with on-premises SQL…
Docusign Integration
Hi I'm looking to speak to people who have used/are using the Docusign integration in their business. We are exploring the possibility, but we find the current setup quite limiting in terms of how an end user would interact with the integration, but also issues with concurrency and number field formats. Would appreciate…
API certificats renewal
Hello Anaplan Community, We are currently facing an issue related to certificate validation and would appreciate your help or guidance. We are getting the following error: Unable to build certificate chain for Cert [subject DN = EMAILADDRESS=********, CN=service account email address, cert serial number = XXXXX; issuer DN…
API Call for Imports and Import Data Sources Metadata
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: It would be helpful to be able to pull the information from the Imports and Import Data Sources tabs within actions via API. It would…
Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
Ability to rename/delete native Versions via import action
Anaplan currently provides the ability to create versions via an Import action, and update Version settings via an Import action. Ability to use an action (of any type, Import or otherwise) to do the following: - Rename Versions - Delete Versions Business Need: As we seek to continuously improve our planning process…
Level 2 - Sprint: Activity import Data into DAT03 Historic Volumes Module
Hi guys, I've been trying to inport the 'Historic volume.csv' to the DAT03 Historic Volume Module for the past 2 hours. I already watched all the videos about importing data to module, etc. But I keep receiving this error, "invalid line item identifier", and I don't know what else I can try. Could someone give me a hint?…
4.6.7
I used the mapping column 3 family code to P2 product family column headers to parent column 1 product code to code I get the error another row has already been processed with this key and invalid name 53 failed
Help With Level 1 Model Builder Section 7.2.3
Hi there, I was doing really well on Model Builder Level 1, but I have become stuck at Section 7.2.3. I have downloaded and saved the data file "Employees.csv" I went to module SYS08 Employee Details Went to Data -> Import and picked the saved CSV file Please can you assist with the Source Columns I should use? I picked…
Anaplan Way - The Four cornerstones
Hi I am in Anaplan Way and just viewed the Lesson two ( four cornerstones). I have listened to Simon Tucker, Chief Customer Officer. He talks in the order of Model, Data, Process and Deployment and explains each cornerstone. However, my concern is in the learning material the order of the four cornerstones are Process,…
Hybrid approach to planning and execution: Anaplan for Salesforce and ADO
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. In my previous post, I outlined the different ways Salesforce and Anaplan integrate — from the Embedded UX experience (Anaplan Tab) to data-level integrations such as the Anaplan Data Orchestrator (ADO) Salesforce Connector. Since…
Import for Weekly Data
I am trying to import Historical Weekly Data, but am constantly getting error. Please assist how to import Weekly Data? I tried several times, I have attached Screenshot.
Exciting news: Anaplan will soon connect to Amazon Redshift
Author: Kira Wagner is a Product Owner at Anaplan. We're thrilled to announce that Anaplan is planning to expand our integration capabilities with the launch of our new Amazon Redshift connector. This addition will empower your organization to seamlessly bridge your cloud data warehouse with Anaplan's powerful planning…
Issue with Anaplan tab in Salesforce
I have installed the Anaplan app in Salesforce, but have been receiving an error. In the Anaplan part it asks for you to contact support, but does not provide any details into how to do this, just raising a ticket in the portal? WOuld be great to have more information.…
Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
Export Action to Power BI
Hello! I´ve created an export button to export a table from Anaplan to Power BI using Anaplan Connector. I can see the table in a list of export action in Anaplan, as shown below: However, I´m not able to find this export in Anaplan Conector in my Power BI. I search the right way to get to the table but this export name…
Reset index of Anaplan List using API
Hi, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
Community Perspective: Introducing PlanaPY - A Python library for simplified Anaplan API integration
Author: Erik Schau, Senior Business Analyst, The Duckhorn Portfolio. Introduction As data-driven decision-making becomes increasingly essential for businesses, the demand for seamless integration with enterprise planning platforms is on the rise. Anaplan offers powerful APIs for developers to interact with its platform,…
Using the Anaplan Certificate with the Anaplan REST API: A Comprehensive Guide
If you're diving into integrating with the Anaplan REST API using an Anaplan Certificate, you'll need to know certain requirements. This post is a step-by-step guide to ensure a seamless connection using Python. If you'd prefer to avoid a programmatic approach to using your certificate, then please check out the CA…
Introducing Anaplan API Python SDK
Author: Vinzenz Klass is a Senior Data Engineer at valantic. Hey everyone, I wanted to share the Anaplan Python SDK with you. It's a Python Library that wraps all Anaplan APIs and makes it easier to interact with Anaplan programmatically. It is mostly designed with Data Integration Scenarios in mind, but it does support…
tenant swticher - copy models
Hi I have a partial solution but I want to : I want to copy a few models from Anaplan Employee Training tenant - to my tenant - Anaplan Employee (Ravinder Basra) - please advise: see attached Models I want to copy are : L1MB-RavinderKBasra Formulas & Functions v1.3.0 March 2018 ravinderBasraLevel1ModelB2.0(newUX)(27) thank…
Selective access for lists from dashboards.
I am trying to enable the user to give selective access on a list via dashboard. I published the list to the dashboard and can clearly see the "Read" and "Write" columns on the dashboards, however if I save the dashboard and close and reopen it , the columns of "Read" and "Write" are not visible. Can somebody explain what…
Default Files - Export
Hi Team, I'm struggling to understand the concept of Default Files when Exporting. I have created a Saved Export Definition when Exporting from a Module & I am creating a Process to house this so that it can be published on a Dashboard for a User to use I have set the Default file to Private/Myself & when the User has…
time mapping while importing the exported module
Hi all, I am trying to import data using the export file of the module which has weekly time scale. Every other dimension mapping is ok instead of the time mapping as the exported file has week as time dimension but the target has format of ddmmyyyy to ddmmyyyy. I am attaching the screenshot of the exported file and the…

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