Anaplan Connect: Setup and On-Going Use
- Joseph van Bolderen
- Jul 3, 2024
- 2 min read
Anaplan Connect is a powerful tool that helps companies automate data transfers to and from Anaplan. It is ideal for companies of all sizes, handling large amounts of data over a variety of file formats. Imagine, seamlessly integrated data driving your real-time planning process.
Benefits of Using Anaplan Connect
Anaplan Connect provides the benefit of real-time data synchronization by automating imports and exports. Automating these two processes not only saves time and effort, but also helps you reduce the risk of human error, assuring that your data is always precise and recent.
Improving Company Processes with Anaplan Connect
Adding Anaplan Connect into your processes can greatly improve your operations. By creating automated data transfers, your team can take their focus on strategic objectives rather than time-consuming data administration activities.
What to Expect in This Video
In this demonstration, we show you how to use Anaplan Connect, from setup to on-going use. To begin, you need to make sure you have Java installed. If this is not the case, we will guide you through the proper installation. Up next we will download and install the Anaplan Connect API client, and save the download to appropriate folders.
Once the Anaplan Connect client and Java are set up, we will move forward to Anaplan’s integration script generator, which will help you to develop a script that uploads files to Anaplan without needing to write any code. Next, you will show Anaplan where you want to upload your files by inputting your credentials, workspace, model IDs, and the local file path for the file you wish to upload. Please note that you will need to save the script as a .bat file after it has been generated.
Once that the script has been created, open your command prompt and change directory to where the script is already located. Copy this path, paste this path into the script and then run the script.
When the script is executed and the process reaches 100%, the task is accomplished. If you refresh the module, you will notice that the file was imported from your computer to the Anaplan module.
Our final step will be setting up a task in Task Scheduler, where you can schedule the action. Up next we will show you how to configure a script to automate this process, including how to establish the required files and parameters. Lastly, you will be able to see the import process in action, seamlessly transferring and updating data in Anaplan.
This guide will help you to make the best use of Anaplan Connect power, automating data imports, saving you time and mitigating risk. Are you ready to enhance your company to the next level by leveraging the power of Anaplan Connect?
Other Articles In Data Integration Mini-Series
Comments