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Anaplan Integration Guide
Integrate Anaplan planning models with enterprise applications through REST APIs, file-based imports and exports, asynchronous actions, and scheduled Martini workflows.
Anaplan integration options at a glance
Anaplan provides REST APIs for authentication, metadata, files, imports, exports, actions, and asynchronous task processing. Enterprise integrations commonly use CSV or other configured file formats to load planning data into models or export forecasts and budgets to downstream systems. Martini can authenticate with Anaplan using supported basic, certificate-based, or OAuth 2.0 configurations, then orchestrate uploads, actions, status polling, downloads, validation, and transformation. Scheduled workflows are generally preferable to assuming universal model-change webhooks, because general outbound notifications for all Anaplan changes were not confirmed. Martini can also expose controlled REST APIs for upstream applications that need to submit planning data.
| Integration point | Supported by Anaplan? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST APIs | Yes | Authenticate, discover workspaces and models, address metadata, manage files, invoke imports and exports, execute actions, and inspect task results. | Martini can consume Anaplan REST APIs, map requests and responses, expose controlled REST endpoints, and orchestrate multi-step API workflows. |
| Bulk, asynchronous, and batch operations | Yes | Load or extract large planning datasets through files, imports, exports, processes, and asynchronous task operations. | Martini can create the task, retain its identifier, poll status with bounded retries, process completion results, and route task or row-level errors. |
| File and attachment operations | Yes | Upload CSV or other configured files for imports and download files generated by Anaplan exports. | Martini can generate, validate, upload, download, parse, transform, and archive files within scheduled or API-triggered workflows. |
| Metadata and model operations | Yes | Discover or address workspaces, models, modules, lists, line items, imports, exports, actions, and files. | Martini can perform metadata lookups and keep model-specific identifiers configurable by environment, reducing unnecessary hard-coding. |
| Authentication | Yes | Use basic authentication, certificate-based authentication, or OAuth 2.0 where enabled and configured for the Anaplan tenant and integration client. | Martini can manage authentication configuration and store credentials, certificates, and client secrets in environment configuration or secrets rather than workflows. |
| Webhooks and outbound callbacks | Limited | Specific products or tenant configurations may provide event-like behavior, but a universal webhook mechanism for all model or cell changes was not confirmed. | Martini can receive webhook-style requests from confirmed external sources, but Anaplan synchronization should normally use scheduled workflows, polling, explicit actions, or exports. |
| GraphQL APIs | Not confirmed | No current official Anaplan GraphQL API was confirmed in the supplied research. | Martini supports GraphQL consumption generally, but Anaplan integration planning should use the confirmed REST and file mechanisms instead. |
| SOAP APIs | Not confirmed | No current official Anaplan SOAP API was confirmed in the supplied research. | Martini supports SOAP consumption generally, but no Anaplan SOAP integration should be assumed without separate vendor confirmation. |
| Database or JDBC access | Not confirmed | Anaplan is not documented here as exposing general-purpose SQL or JDBC access to planning data. | Martini can load Anaplan exports into supported databases, but should not connect to Anaplan as though it were a conventional SQL database. |
How Anaplan exposes data and business events
Anaplan REST APIs
Anaplan REST APIs provide programmatic access to authentication, metadata, files, imports, exports, actions, and task processing. A typical operation identifies a workspace and model, performs an action, and then evaluates the asynchronous result.
Martini implementation pattern
Martini implementation pattern: a workflow authenticates to Anaplan, resolves the configured workspace and model, calls the required endpoint, maps the response, and routes the next step based on the task or API result. Martini can expose its own REST API when an upstream system needs a controlled endpoint for submitting planning data.
Implementation sequence
Bulk and asynchronous operations
Anaplan supports file uploads, imports, exports, processes, and task-status operations for bulk planning integration. These operations may be accepted before the underlying task has completed.
Martini implementation pattern
Martini implementation pattern: the workflow prepares or downloads a file, starts the Anaplan operation, stores the returned task identifier, polls at controlled intervals, and processes final and row-level error details. This avoids treating an accepted request as proof of a successful import or export.
Implementation sequence
Anaplan file imports and exports
Anaplan uses file-oriented integration for importing and exporting planning data, including CSV or other formats configured for a model. This pattern is suitable for financial, product, workforce, and sales planning datasets.
Martini implementation pattern
Martini implementation pattern: a scheduled or API-triggered workflow validates headers, delimiters, encoding, dates, decimals, and required dimensions before uploading an import file. For exports, Martini downloads the generated file, transforms it into the target model, and archives relevant audit information.
Implementation sequence
Scheduled Anaplan synchronization
A general-purpose outbound webhook mechanism for all Anaplan model or cell changes was not confirmed. Scheduled imports, exports, polling, and explicit actions are therefore safer synchronization mechanisms for many integrations.
Martini implementation pattern
Martini implementation pattern: a scheduler starts the workflow at an agreed interval, retrieves source or Anaplan data, applies batch and idempotency rules, executes the required operation, and records checkpoints. Where a specific Anaplan product capability confirms event-like behavior, it can be assessed separately rather than generalized across the platform.
Implementation sequence
Common Anaplan integration patterns
Pattern 1: Load ERP actuals into Anaplan
When to use this pattern
Use this pattern when financial actuals, cost centers, products, customers, or other ERP dimensions must be loaded into Anaplan planning models on a recurring basis. The workflow should align fiscal periods and source identifiers before the import begins.
Integration direction
Example Mapping
| Anaplan Field | Canonical Field | Target Field |
|---|---|---|
| CompanyCode | organizationCode | Anaplan list member code |
| GLAccount | accountCode | Anaplan list member code |
| FiscalPeriod | planningPeriod | Anaplan time period |
| ActualAmount | actualAmount | Anaplan line item |
Martini implementation pattern
A scheduled Martini workflow retrieves ERP data, normalizes calendars and dimensions, validates required members and numeric values, generates a deterministic import file, uploads it, starts the configured Anaplan import action, and polls the task. It records source batch and task identifiers and routes rejected rows or task failures for review without duplicating additive data on retry.
Martini capabilities used
- workflows
- scheduled execution
- API consumption
- file processing
- data mapping
- business rules
- error handling
- retry and monitoring
Pattern 2: Synchronize workforce data to Anaplan
When to use this pattern
Use this pattern when workforce planning requires current employee, position, department, organization, or compensation information from Workday. Model-specific list and line-item definitions should be treated as configuration rather than assumed to match the source system.
Integration direction
Example Mapping
| Anaplan Field | Canonical Field | Target Field |
|---|---|---|
| WorkerID | workerIdentifier | Anaplan employee list code |
| SupervisoryOrganization | organizationCode | Anaplan organization list |
| PositionCode | positionIdentifier | Anaplan position list |
| BasePay | compensationAmount | Anaplan compensation line item |
Martini implementation pattern
Martini retrieves the selected Workday population, validates required identifiers and effective dates, maps organization and position structures to Anaplan lists, and uploads the resulting file. It starts the import, polls for completion, captures row-level errors, and prevents duplicate processing through effective-date and batch-key controls.
Martini capabilities used
- workflows
- scheduled execution
- API consumption
- data mapping
- validation
- file processing
- business rules
- error handling
Pattern 3: Export Anaplan forecasts to operational systems
When to use this pattern
Use this pattern when approved forecasts, budgets, or planning outputs must be delivered to Salesforce, ServiceNow, an ERP application, or another operational target. It is appropriate when Anaplan remains the planning system of record and downstream applications need validated extracts.
Integration direction
Example Mapping
| Anaplan Field | Canonical Field | Target Field |
|---|---|---|
| Account | accountIdentifier | Salesforce Account ID |
| Version | planningScenario | Salesforce forecast scenario |
| Period | forecastPeriod | Salesforce forecast period |
| ForecastValue | forecastAmount | Salesforce forecast amount |
Martini implementation pattern
Martini invokes the Anaplan export, stores the task identifier, polls until completion, downloads the generated file, validates schema and totals, and maps the output to the target application's API model. Business rules can restrict publication to approved versions, while retries are bounded and duplicate writes are controlled using version, period, and batch identifiers.
Martini capabilities used
- workflows
- REST API consumption
- asynchronous orchestration
- file handling
- data mapping
- business rules
- validation
- error handling
Pattern 4: Load Anaplan exports into a data warehouse
When to use this pattern
Use this pattern when planning data must be combined with actuals and operational data in Snowflake or another supported database for historical analysis, reporting, or enterprise analytics.
Integration direction
Example Mapping
| Anaplan Field | Canonical Field | Target Field |
|---|---|---|
| Model | planningModel | source_model |
| ListMember | dimensionMember | dimension_member_code |
| Period | planningPeriod | fiscal_period |
| LineItemValue | planningValue | measure_value |
Martini implementation pattern
A scheduled Martini workflow starts the Anaplan export, polls the asynchronous task, downloads and parses the file, adds source model, export, batch, and ingestion timestamps, then loads the validated rows into Snowflake. The workflow can reject schema changes, stage data before merge, and retain task and row-level errors for reconciliation.
Martini capabilities used
- scheduled workflows
- REST API consumption
- file processing
- schema validation
- data mapping
- database integration
- retry and monitoring
Applications commonly integrated with Anaplan
Anaplan is commonly placed between planning processes and financial, workforce, sales, operational, and analytical applications. Martini can coordinate these flows without treating Anaplan as a conventional SQL database, using REST APIs, file operations, scheduled workflows, mappings, validation, and asynchronous task handling.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| Salesforce | Transfer pipeline, bookings, account, quota, and forecast inputs into Anaplan, and distribute approved planning outputs to sales operations. | Salesforce → Martini → Anaplan | A scheduled Martini workflow retrieves Salesforce data, maps accounts and sales dimensions to Anaplan lists and line items, creates the configured import file, starts the Anaplan import, polls the task, and records rejected rows. A reverse workflow can export approved forecasts from Anaplan and transform them for Salesforce. |
| SAP S/4HANA | Synchronize financial actuals, cost centers, products, customers, and organizational dimensions with Anaplan financial planning models. | SAP S/4HANA → Martini → Anaplan | Martini retrieves or receives ERP extracts, applies chart-of-accounts and dimensional mappings, validates period and currency values, uploads a file to Anaplan, invokes the relevant import action, and polls for task completion. |
| Oracle ERP Cloud | Load general-ledger and operational data into Anaplan and distribute budgets or forecasts to finance processes. | Oracle ERP Cloud → Martini → Anaplan | A scheduled workflow stages Oracle ERP Cloud data, normalizes fiscal periods and organizational dimensions, produces the Anaplan import structure, executes the action, and routes task or row-level failures for review. |
| NetSuite | Move subsidiary, account, transaction, and financial data into Anaplan for planning and forecasting. | NetSuite → Martini → Anaplan | Martini consumes the required NetSuite data, maps source identifiers to Anaplan list codes and line items, generates a deterministic batch file, starts the Anaplan import, and stores source and task identifiers for reconciliation. |
| Workday | Synchronize workforce, position, organization, and compensation data with Anaplan workforce planning models. | Workday → Martini → Anaplan | A scheduled Martini workflow retrieves Workday workforce data, validates required employee and position attributes, maps organizational structures to Anaplan lists, uploads the file, and handles asynchronous import results. |
| ServiceNow | Use operational demand, project, portfolio, or workforce information in Anaplan planning and publish approved plans to operational processes. | ServiceNow → Martini → Anaplan | Martini retrieves selected ServiceNow data, transforms it into Anaplan planning dimensions, executes a controlled import, and can later export approved planning results for validation and delivery to ServiceNow. |
| Snowflake | Centralize Anaplan exports with enterprise data for reporting, historical analysis, and cross-system planning analytics. | Anaplan → Martini → Snowflake | Martini starts an Anaplan export, polls the asynchronous task, downloads the resulting file, validates its schema, adds audit fields, and loads the transformed data into Snowflake using supported database integration capabilities. |
| Tableau | Supply Anaplan planning and forecast data to dashboards alongside actuals and operational measures. | Anaplan → Martini → Tableau | Martini exports selected Anaplan data, validates and transforms the file, and loads it into an analytical or warehouse layer consumed by Tableau. This is generally preferable to assuming a direct Anaplan-to-Tableau API flow. |
How to build a Anaplan integration in Martini
Objective
Establish Anaplan access using an integration identity and environment-specific configuration.
Instructions in Martini
- Choose basic, certificate-based, or OAuth 2.0 authentication according to the tenant and client configuration
- Store passwords, certificates, and client secrets in Martini secrets or environment configuration
- Confirm workspace, model, action, import, export, and file permissions for the integration user
- Keep development, test, and production identifiers separate
Objective
Select a trigger that matches the synchronization requirement and the limitations of Anaplan event support.
Instructions in Martini
- Use a scheduler for recurring imports and exports
- Use a Martini API when an upstream application must submit planning data
- Use a confirmed external webhook only when the specific Anaplan capability supports it
- Avoid assuming that every model or cell change produces an Anaplan callback
Objective
Acquire source data or initiate an Anaplan operation using the confirmed REST and file mechanisms.
Instructions in Martini
- Retrieve source application data or call the Anaplan metadata, file, import, or export endpoint
- Prepare or parse CSV and other configured file formats
- Resolve workspace and model context before addressing model resources
- Retain source batch identifiers and Anaplan task identifiers
Objective
Coordinate file operations, actions, asynchronous processing, and downstream calls in a maintainable workflow.
Instructions in Martini
- Upload files or invoke the configured Anaplan action
- Poll asynchronous task status with bounded intervals and backoff
- Inspect final task results rather than relying on request acceptance
- Separate authentication, permission, transport, task, and data-validation failures
Objective
Transform source structures into Anaplan lists, modules, line items, periods, and target-system fields.
Instructions in Martini
- Map source identifiers to Anaplan list codes and names
- Align fiscal calendars, versions, scenarios, currencies, and dimensions
- Validate required columns, formats, members, and expected metadata
- Preserve rejected rows and error messages for operational review
Objective
Apply customer-specific controls before committing data to Anaplan or publishing planning outputs.
Instructions in Martini
- Determine whether an action replaces, updates, adds, or deletes data
- Restrict forecast publication to approved versions or scenarios
- Use deterministic file names, effective dates, or batch keys for idempotency
- Fail clearly when model metadata or configured mappings differ from expectations
Common Anaplan data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Workspaces | Identify the container that holds Anaplan models and related planning content. | Martini configuration, ERP applications, HCM applications, data warehouses | Martini can retrieve or use workspace identifiers as controlled environment configuration and validate access before executing model operations. |
| Models | Select the planning environment containing modules, lists, line items, versions, actions, imports, and exports. | Martini workflows, finance systems, workforce systems, analytical platforms | Martini can perform metadata lookups, keep model identifiers configurable, and include workspace and model context in operational records. |
| Modules | Represent structured planning data areas organized by dimensions and line items. | ERP systems, HCM systems, sales applications, data warehouses | Martini maps source data to the module's configured import or export structure and validates expected dimensions before processing. |
| Lists | Represent hierarchical or flat planning dimensions such as products, regions, cost centers, or employees. | SAP S/4HANA, Oracle ERP Cloud, NetSuite, Workday, Salesforce | Martini applies code, name, hierarchy, and cross-reference mappings, with validation for missing or unknown list members. |
| Line items | Store measures, assumptions, calculations, and other values defined in modules. | Finance applications, sales applications, workforce applications, data warehouses | Martini maps source measures to model-specific line items, validates formats and periods, and preserves source and batch context. |
| Actions | Execute imports, exports, processes, and deletes against a model. | Martini workflows, source applications, downstream applications | Martini invokes the configured action, captures the asynchronous task identifier, polls status, and handles task-level and row-level errors. |
Authentication and security considerations
Authentication and access control
Anaplan integrations can use basic authentication, certificate-based authentication, or OAuth 2.0 where enabled and configured for the tenant and client. Use a dedicated integration user with only the required workspace, model, action, import, export, and file permissions.
Credential protection
Store passwords, certificates, client secrets, and related values in Martini secrets or environment configuration. Do not embed credentials in workflows or log sensitive planning data.
Environment separation
Keep authentication policies, workspace and model identifiers, and action configuration separate across development, test, and production environments. Validate permissions before enabling scheduled processing.
Operational considerations for Anaplan integrations
Asynchronous tasks
Imports, exports, and processes may complete asynchronously. Store task identifiers, poll with bounded retries and backoff, and inspect final task and row-level results.
Files and schemas
Validate headers, delimiters, quoting, encoding, dates, decimals, required columns, list codes, periods, and line-item mappings before starting an import. Treat model-specific structures as configuration.
Volume and rate control
Prefer bulk imports and exports for large datasets. Confirm tenant-specific limits, constrain concurrent operations, use suitable polling intervals, and apply exponential backoff for transient failures.
Idempotency and model changes
Use source batch identifiers, effective dates, period keys, and deterministic file names to reduce duplicate processing. Validate expected lists, modules, line items, actions, imports, and exports when models change.
Observability
Record workspace and model context, action identifiers, task identifiers, source batches, outcomes, and rejected rows without logging credentials or sensitive planning values.
Why use Martini instead of scripts or point-to-point integrations?
Orchestrate beyond a single API call
An Anaplan integration often requires authentication, file preparation, action execution, asynchronous polling, result retrieval, validation, and delivery to another system. Martini represents this end-to-end behavior as maintainable workflows rather than isolated scripts.
Centralize mapping and business rules
Martini provides reusable mappings, transformations, validation, and business rules for model-specific lists, modules, line items, periods, and source-system dimensions.
Improve operational control
Workflows can distinguish transport, permission, task, and data errors, apply bounded retries, preserve reconciliation identifiers, and support monitoring and troubleshooting across environments.
Reduce point-to-point coupling
Martini can consume Anaplan REST APIs, integrate files and databases, and expose controlled REST APIs for upstream systems. This creates a reusable integration layer without requiring Anaplan to be treated as a conventional database or assuming universal webhooks.
Frequently asked questions
Anaplan can be integrated through its REST APIs, file uploads and downloads, imports, exports, actions, and asynchronous task operations. Common flows retrieve ERP, HCM, sales, or operational data, transform it into Anaplan model structures, execute an import, and monitor the result. Reverse flows export forecasts or budgets for delivery to applications or data platforms.
Yes. Martini can consume Anaplan REST APIs, authenticate using a supported tenant configuration, upload and download files, invoke imports, exports, and processes, poll asynchronous tasks, transform data, and expose REST APIs for upstream systems. A dedicated native Martini Anaplan connector was not confirmed in the supplied material.
No. A dedicated Anaplan connector is not required. Martini can use Anaplan's confirmed native REST APIs, file operations, imports, exports, actions, authentication methods, and asynchronous task mechanisms through workflows and APIs.
Lonti does not charge an additional per-connector or per-vendor fee to integrate Anaplan. The integration uses the provisioned capacity of the Martini environment. Separate costs may apply from Anaplan, cloud infrastructure, or other third-party systems based on their subscriptions, usage, and deployment models.
REST APIs and file-based bulk operations are the primary confirmed mechanisms. Use imports, exports, actions, and task polling for planning data, and use metadata operations where model identifiers or structures need validation. GraphQL and SOAP APIs were not confirmed, and Anaplan should not be treated as a SQL or JDBC data source.
A universal webhook mechanism for all model, list, module, line-item, or cell changes was not confirmed. Scheduled imports and exports, polling, explicit actions, or a documented product-specific event capability are safer synchronization approaches. Martini can receive webhook-style requests from confirmed external systems.
Large datasets are generally handled through file-based imports and exports rather than one request per planning value. Martini can upload or download the file, retain the Anaplan task identifier, poll with bounded retries and backoff, validate the final result, and preserve task-level or row-level errors for reconciliation.
Martini maps source fields to Anaplan lists, modules, line items, periods, versions, and other model-specific structures, while applying validation and business rules. Workflows can distinguish transport, authentication, permission, task, and row-level failures, control retries and duplicates, and validate expected metadata so model changes produce actionable failures instead of silent data corruption.
Related Martini documentation
Data processing
Build a reliable Anaplan integration with Martini
Use Martini to connect Anaplan planning models with enterprise applications through REST APIs, file-based imports and exports, scheduled workflows, data mapping, asynchronous task handling, and controlled operational monitoring.