Use the Anaplan connector to combine real-time modeling and scenario planning with accurate, in-depth reporting and disclosures in Workiva.
With the Anaplan connector, transform finance and accounting processes for reporting, compliance, and financial planning and analysis (FP&A). You can connect planning, financial, and performance data from Anaplan directly into the Workiva platform to add valuable narrative to filings, management reports, and investor presentations.
- Bi-directional connectivity to download and upload files in Anaplan
- Automated imports, exports, and other Anaplan actions
- Connected management of files, processes, and views in Anaplan
Anaplan is a trademark of Anaplan, Inc.
Frequently Asked Questions
What is the difference between the standard Anaplan connector and the RPA Anaplan connector?
The standard Anaplan connector utilizes the Anaplan REST API to perform standard Anaplan functions as part of a chain. The RPA Anaplan connector is used to set security settings in Anaplan.
The Anaplan API leverages Certificate Authority issued certificates. How can I find more information?
Anaplan provides an Interactive CA Certificate Guide. Workiva also has guides to automatically create files for CA on macOS or Linux as well as to manually create files for CA.
Where can I get more information about using Anaplan commands within my Chain?
All documentation for Anaplan is located at https://support.workiva.com/hc/en-us/sections/360009606332-Anaplan