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Anaplan is a connected-planning platform for building large-scale financial, sales, and supply-chain models on a shared calculation engine. With BonData, you can connect to your Anaplan workspace to read model structure and export view and list data within Agent workflows.

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Anaplan Basic Authentication Setup

Anaplan uses a two-step flow: you authenticate with Basic auth (or a certificate) to obtain a short-lived auth token, which is then used to call the Bulk and Integration APIs. Follow these steps to connect BonData.

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Step 1: Prepare an Anaplan Service Account

  1. Sign in to Anaplan with an administrator account
  2. Create or identify a user that will be used for the integration and grant it access to the target workspace and model
  3. Confirm the account’s email and password - these are used for Basic authentication against the Anaplan Authentication Service (https://auth.anaplan.com/token/authenticate)
Anaplan also supports certificate-based authentication (CA certificate + private key) for accounts with Single Sign-On enabled. If your tenant enforces SSO, use a certificate or a dedicated non-SSO service account, since password auth is disabled for SSO users.

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Step 2: Find Your Workspace and Model IDs

  1. Open your model in Anaplan
  2. The Workspace ID and Model ID appear in the browser URL after /anaplan/framework.html?... or can be retrieved from the API at https://api.anaplan.com/2/0/workspaces and /workspaces/{workspaceId}/models
  3. Copy both identifiers

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Step 3: Enter Credentials in BonData

  1. In BonData, navigate to Integrations and select Anaplan
  2. Enter your Email, Password, Workspace ID, and Model ID
  3. Click Connect - BonData exchanges your credentials for an auth token and validates access to the model

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Required Fields

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Available Data

Once connected, BonData can sync the following Anaplan data via the Bulk and Integration APIs (https://api.anaplan.com/2/0/):
  • Workspaces - Workspaces available to the authenticated account
  • Models - Models within a workspace, including size and last-modified metadata
  • Modules - Model modules and their dimensional structure
  • Lists - List members, properties, and hierarchy
  • Line Items - Line item definitions, formats, and formulas within modules
  • Views - Saved module and dashboard views used as data sources
  • Exports - Export actions used to extract tabular data from views and modules