Anaplan Connector

With this connector, you can connect real-time modeling and scenario planning with accurate, in-depth reporting and disclosures in Workiva.
Connector Type
Premium Connector
Activate Connector

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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. 

Key Features
  • 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.

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Board Reporting
Budget & Forecast Reporting
CFO Deck
Financial Statements
Flash & KPI Reporting
Global Statutory Reporting
Government Financial Reporting
Government Management Reporting
Income Statement & Balance Sheet Preparation
Insurance Reporting
Insurance Statutory Reporting
Management Reporting
Product Line & Business Unit Reporting
SEC Reporting
SEC/Annual & Interim Financial Reporting Solution
SEDAR Reporting
Statement of Cashflows Preparation
ESEF Reporting
Pricing
One premium connector included with Wdata
Support and Documentation

Frequently Asked Questions

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.
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.
All documentation for Anaplan is located at https://support.workiva.com/hc/en-us/sections/360009606332-Anaplan