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Anaplan Advanced V2 Connector

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Version 2

 

Intro

Anaplan is a cloud-based business modeling and planning platform for sales, operations and finance. Use Domo's Anaplan Advanced V2 connector to return data you have created as an export in the Anaplan user interface. For more information about the Anaplan API, visit their website. (https://docs.anaplan.apiary.io/)

You connect to your Anaplan account in the Data Center. This topic discusses the fields and menus that are specific to the Anaplan Advanced V2 connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Anaplan account and create a DataSet, you must have the following:

  • An Anaplan private key.

  • A CA-issued X509 certificate.  

For an in-depth guide to obtaining a certificate and exporting your private key, see https://community.anaplan.com/t5/Content-Sandbox/A-Guide-to-CA-Certificates-in-Anaplan-Integrations/ta-p/39305. 

Connecting to your Anaplan account

This section enumerates the options in the  Credentials  and  Details  panes in the Anaplan Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials pane

This pane contains fields for entering credentials to connect to your Anaplan account. The following table describes what is needed for each field:  

Field

Description

CA Certificate

Copy and paste the text from your CA-issued X509 certificate. 

Private Key

Enter your Anaplan private key. 

Once you have entered a valid certificate and key, you can use the same account any time you go to create a new Anaplan DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details pane

In this pane you select the Anaplan workspace and model with the file/process you want to retrieve, as well as the name of the file or process itself. 

Menu

Description

Users

Select the user account you want to retrieve data from. 

Workspaces

Select the Anaplan workspace that contains the file you want to retrieve.

 

Models

Select the Anaplan model that contains the file you want to retrieve.

Report Type

Select the type of report you want to import, either Exports or Processes. 

Files

Select the file you want to pull into Domo.

Process

Select the process you want to pull into Domo. 

Other panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.