Beyond Anaplan Connect or ADO
Reach the Anaplan data other integrations leave behind
Getting data into Anaplan is rarely the hard part. Getting it clean, mapped and trusted is. Nexadata does that work upstream with AI copilots, and reads the tenant data your models never see.
At a glance
Into Nexadata
- Export actions in your models
- Audit events, users and workspaces
- Models, imports, exports and processes
Back into Anaplan
- Upload only
- Upload and import
- Upload and process
Authentication
Connect with Basic Authentication or OAuth.
- SOC 2 Type II
- Zero data retention
- SSO / SAML / RBAC
- Cloud-agnostic
The platform processes your data. An LLM never touches it.
The connector
What the Anaplan connector does
One harmonized dataset. Every source it came from.
Three AI agents do the work. Connector Copilot reads any OpenAPI or OData spec and stands up a live connection, with no prebuilt connector to wait on. Transform Copilot preps the data in plain English. Mapping Copilot aligns source values to your model, including conditional account logic. You approve the plan before anything runs.
Nexadata preps the data. ADO orchestrates it.
Nexadata is the upstream AI-powered integration and transformation layer. ADO, the Anaplan Data Orchestrator, is the Anaplan-native staging and distribution engine. Together they cover the full pipeline. Nexadata leads on AI copilots for connect, transform and map, connectivity to any OpenAPI or OData system, conditional mapping and sign-flip, and drillback with a human in the loop. ADO leads on native staging, actionless integration to spoke models, delta and incremental loading, and Anaplan-native orchestration.
Turn Anaplan audit logs into answers
Anaplan records every user action as a numeric event code, which is precise and unreadable. Nexadata translates those codes into plain English and joins the user, workspace, model and action context onto every event, then runs the whole thing on a schedule. It is free, and it does not spend your free use case.
Integration you can just ask for
Nexadata ships a full MCP server, so Claude, ChatGPT or any MCP-capable agent can build and run Nexadata workflows conversationally. Describe the integration in chat and it creates the workflow, adds the datasets, and wires up the pipelines and mappings. Trigger a run the same way. Agents orchestrate on metadata, and your data is never processed or moved by the model.
Sources
Connect what feeds it
Anaplan is the destination. Everything below can feed it, and you are not limited to a fixed catalog: if a system has an OpenAPI or OData spec, the Connector Copilot reads it and builds a working connection, with no prebuilt connector to wait on.
How it works
From source system to Anaplan
Connect, transform, map, review. Each step is guided by a no-code copilot, and you approve the plan before anything runs.
- 01
Connect
Create the Anaplan connection with Basic Authentication or OAuth, then point the Connector Copilot at your source systems. Anything with an OpenAPI or OData spec is reachable without a prebuilt connector.
- 02
Transform
Join, filter and reshape source data into the grain your Anaplan model expects, described in plain language to the Transform Copilot rather than written as a script.
- 03
Map
Align source values to the list members and hierarchies already in your model, including conditional account logic, so the import action receives what it expects instead of failing on an unrecognized identifier.
- 04
Review
Check the pipeline before it runs, and see who changed a mapping group, what changed, how and when. Column mismatches surface here rather than inside Anaplan.
Use cases
What people run through it
Build the audit extract yourself
Anaplan keeps audit events, users and workspaces behind APIs that integration platforms do not surface. Until now the only route was a community script and a lot of manual cleanup. Nexadata is the first production-supported way to pull that data, and the whole build is documented step by step.
Follow the guideTurn a stack of vendor PDFs into rows
Supplier invoices, freight bills and month-end workbooks carry numbers your model needs, in layouts built for people rather than systems. Nexadata lifts the tables out of them, including ones running over several pages. Describe a layout once and every later document in that shape follows it.
See how it worksBring several ledgers into one plan
Three ERPs, one chart of accounts, one import action. The mapping from each ledger's account structure to your model's list members lives in Nexadata, where the finance team can see it and change it, instead of inside a script nobody wants to own.
See the use casePartnership
An Anaplan technology partner
Anaplan is Nexadata's technology partnership, which is why the connector reaches past export actions into the tenant data most integration tools never surface.
See all partners“Nexadata lets non-technical business users manage and control this business logic themselves.”
Set it up
Step-by-step documentation
Every screen, in order, with screenshots.
Setting up an Anaplan connection
Basic Authentication or OAuth, and the endpoints for a custom cloud.
Read the guideUsing an Anaplan connection
Build a dataset from an export action and configure an Anaplan output.
Read the guideAccessing extended data sources
The Export Type selector: audit events, users, workspaces and more.
Read the guideQuick Start Guide: Anaplan
Ten steps from an empty workspace to data landing in an Anaplan model.
Read the guideAnaplan audit log data extraction
Five steps to a scheduled, reportable audit log from your tenant.
Read the guideTroubleshooting an Anaplan connection
Import and export failures, credential errors and best practices.
Read the guideQuestions
Anaplan integration FAQ
- How does Nexadata work with ADO?
- They cover different parts of the same pipeline. Nexadata is the upstream AI-powered integration and transformation layer: it connects the source systems, harmonizes what comes back and maps it to your model. ADO, the Anaplan Data Orchestrator, is the Anaplan-native staging and distribution engine that takes prepared data onward to your spoke models. Nexadata leads on AI copilots, connectivity to any OpenAPI or OData system, conditional mapping and sign-flip, and drillback with a human in the loop. ADO leads on native staging, actionless integration to spoke models, delta and incremental loading, and Anaplan-native orchestration. Run them together and the full pipeline is covered.
- Is there an MCP server I can use for Anaplan integration?
- Nexadata ships one. Point Claude, ChatGPT or any MCP-capable client at it and you can create workflows, add and configure datasets, build pipelines and mappings, execute runs and inspect run state and history, all in conversation. The agent works on metadata only, meaning names, schemas and run state. Your data is never processed or moved by the model.
- Does Nexadata support Anaplan OAuth?
- Yes. You can connect with Basic Authentication using your Anaplan username and password, or with OAuth using a client ID and secret from your tenant's Authorization Code Grant setup. Either way the credentials are encrypted in Nexadata's secrets manager.
- Can I extract Anaplan audit logs, users and workspaces?
- Yes, and Nexadata is the first production-supported way to do it. The Export Type selector pulls audit events, users, workspaces and CloudWorks jobs at tenant level, plus models, imports, exports, actions, processes and files within a workspace. It arrives as a structured dataset you can join, transform and schedule, rather than a community script you clone and maintain yourself.
- How does Nexadata load data into Anaplan?
- Three ways, depending on how much you want automated. Upload only places the file in a data source. Upload and import runs a chosen import action on arrival. Upload and process executes a full Anaplan process, including any preconfigured actions inside it.
- Can I load unstructured and semi-structured data into Anaplan?
- Yes. Supplier and freight invoices, bank statements, board reports, and month-end workbooks with a logo and title rows above the data are all valid inputs. For a PDF, Nexadata finds the tables in the document, reassembles any that run across a page break, and saves your decisions as a template, so next period's document in the same layout needs no setup at all. For a workbook you point at the sheet and the cell where the data actually starts. A 600-page quarterly report is as legitimate an input as a two-page invoice.
- What happens if my columns do not match the Anaplan data source?
- The import action runs and Anaplan rejects what it cannot accept, and Nexadata shows you that result rather than a generic failure. You see it per action, with Anaplan's own detail, including the line item identifiers it did not recognize, so you can fix the mapping without going into Anaplan to find out what went wrong.
See it running on your data
Bring a real problem. An Anaplan audit extract, a stack of vendor PDFs, a chart of accounts that will not line up.