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Step 2 - Create an Anaplan Connection

๐Ÿ” What Youโ€™re Doing

In this step, youโ€™ll connect Nexadata to the Anaplan platform by using your Anaplan credentials (either Basic Authentication or OAuth). This secure connection allows you to access and work with Anaplan data in future workflows. Once the connection is created, it will appear in your Connections list for use across Datasets and Pipelines.

๐Ÿ’ก For detailed setup and usage guidance, see the full article: โ€‹Setting up an Anaplan Connection


โœ… Summary of Steps

  1. From the Nexadata home screen, click Create a Connection.

  2. Enter a unique name for the new connection (e.g., Anaplan Connection).

  3. Select Anaplan as the Connection Type.

  4. Choose either Basic Authentication or OAuth, and enter the required credentials:

  5. Click Verify Credentials and confirm a green shield appears.

  6. Once validated, click Submit to save the Connection.

  7. Confirm the Anaplan Connection appears in your Connections list.

Eight numbered panels creating an Anaplan Connection: naming it, choosing Anaplan as the Connection Type, entering Basic Authentication or OAuth credentials, clicking Verify Credentials until a green shield appears, then Submit and the new row in the Connections list.

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