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Setting up an Anaplan Connection

How to Set Up an Anaplan Connection Anaplan is a leading planning platform that empowers organizations to drive business performance with real-time data modeling, forecasting, and scenario planning. Nexadata integrates directly with Anaplan, allowing you to create live data pipelines between the two platforms for efficient and collaborative planning workflows.

Here are the key features:

  • Secure Basic Authentication: Connect securely using your Anaplan username and password credentials.

  • Pre-filled Endpoints: Default Anaplan endpoints are provided for standard environments. If your instance is hosted in a custom cloud infrastructure, endpoints can be updated accordingly.

  • Connection Validation: Fields are validated before submission to ensure a successful connection to the Anaplan platform.

Step-by-Step Instructions

Section titled “Step-by-Step Instructions”

Step 1: Add a Connection

Section titled “Step 1: Add a Connection”

From the Nexadata home screen, click the Create a Connection tile or navigate to Setup → Connections and click the Create Connection button in the upper-right corner. The Create New Connection form will open.

  • Provide a unique Name for your Anaplan connection. This name must clearly identify the connection within your organization.

  • Select Anaplan as the Connection Type from the dropdown menu.

Step 2: Choose Authentication Type

Section titled “Step 2: Choose Authentication Type”

Under Auth type, select Basic Authentication or OAuth

Step 3: Enter Your Anaplan Credentials

Section titled “Step 3: Enter Your Anaplan Credentials”

Basic Authentication

Section titled “Basic Authentication”

Provide the following credentials:

  • Username: Your Anaplan account username

  • Password: Your Anaplan account password

All credential information is securely encrypted in Nexadata’s secrets manager.

OAuth

Section titled “OAuth”

Please provide the following details from your Anaplan tenant’s Authorization Code Grant setup. For more information, refer to Anaplan’s official documentation.

  • Client ID

  • Client Secret

Step 4: Review Anaplan URIs

Section titled “Step 4: Review Anaplan URIs”

The following URIs are pre-filled for standard Anaplan cloud environments:

Note: If your Anaplan instance is hosted in a different cloud infrastructure (e.g., a private or region-specific cloud), you may need to replace these default URIs with the appropriate values provided by your Anaplan administrator.

Step 5: Submit the Connection

Section titled “Step 5: Submit the Connection”

After all fields are completed:

  • Click Submit to create your connection.

  • The system will validate your credentials and endpoint configuration.

Once successful, your Anaplan connection will be ready to use across Nexadata workflows.

Troubleshooting Tips

Section titled “Troubleshooting Tips”

  • Login Issues? Double-check your username and password.

  • Invalid URI Errors? Confirm whether your organization uses custom Anaplan endpoints.

  • Still need help? Contact Nexadata Support or your system administrator for further assistance.