Data integration basics

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How to prepare your data!

There are many ways to get data in and out of Anaplan; some more involved than others. In our experience, starting simple is always the best approach.

Here are some guidelines to keep in mind as you evaluate the steps you will take to manage and prepare the data for the integration process:

  • Assign overall accountability of the data work stream to a member of your team; the data work stream owner should be accountable throughout the implementation.
  • Start small (if you have to) and focus on data quality.
  • Automate later. It is best to begin with manual uploads. The fact that data loads are not automated will not stop the project. Poor data can.
  • Add data tasks as user stories in the Agile Implementation – The Anaplan Way app.
  • Pay as much attention to data as you do to building the model.
  • When you uncover data issues, document them clearly and socialize them broadly. It is important that the entire project team, including executive sponsor, understands the issues with upstream data. It is much better for people to have a clear understanding of the precise and specific data issues than to say "the data is terrible, so the model won't work".

Which integration method should I use?

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Anaplan data integration supports typical operations, such as importing, exporting, deleting obsolete data, and running a process that combines one or more imports, exports, or delete actions.

All integration methods are based on our Rest API which is how the model builder will develop in the model. In order to import or export data in Anaplan, you will need to build an action then to automate you use those actions.

There are different levels of data integration. Below is a summary going from the simplest form to the more advanced one.

  • Simple
    • Point and click file import and export via Anaplan user interface
    • Triggering processes by button inside Anaplan
  • Automated
    • Anaplan Connect:  On-premise bidirectional utility. Compatible with any scheduling tool. Simple and advanced file-based and direct relational integration
    • Anaplan ETL Connectors: Use predefined bidirectional Anaplan connectors available with MuleSoft, SnapLogic, Informatica Cloud, and Dell Boomi ESB tools
  • Programmatic
    • Fully supported and documented API
    • Use to build custom integrations or use your own ETL tool
    • Supports bi-directional integration

Generally, the choice will depend on the type of user running the integration

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How do I find out more?

Start by taking the Data Integration Basics course on the Learning Center.

You can also learn more about third-party tools, or the Anaplan API in the Data Integration section of Community or read more about HyperConnect

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‎04-15-2019 04:34 PM
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