Optimize enterprise performance using fresh data from your data warehouse
Overview
With the Anaplan destination, Hightouch can automate file uploads and trigger import actions in Anaplan. This flexible integration allows you to import a variety of data from your warehouse, such as purchase orders, customer data, and more.
Supported syncing
| Sync Type | Description | Supported Sync Modes | API Reference |
|---|---|---|---|
| Records | Sync data from any source to Anaplan records | Insert, All | Import action docs |
For more information about sync modes, refer to the sync modes docs.
Setup
You can authenticate your Anaplan account using two ways:
- OAuth
- Basic Auth (Username and password)
Creating a import data source in Anaplan
You must create an existing data source for Hightouch to upload data into. Navigate to your model -> Model settings -> Actions -> Import Data Source. Create a new "Import Data Source" by uploading a placeholder CSV.
The Hightouch integration will overwrite this CSV with data from your warehouse based on the mappings in your sync configuration.
Creating an import in Anaplan
You can optionally create imports based on the data source, and trigger them after the upload is complete in Hightouch. Navigate to a list and click the "Import" button. After selecting the placeholder data source, you can create an import that can then be selected in Hightouch and viewed in the imports page.
Creating a sync in Hightouch
After setting up the data source and imports in the Anaplan destination, you can use Hightouch to automate sending data to the data sources and triggering the import by creating a sync.
Selecting the model and import data source
Select the model and data source that you created (or an existing one). Please keep in mind that Hightouch will overwrite the import data source. You can choose between two modes:
- Insert: The data source is overwritten with only the rows that have been added since the last run.
- All: The data source is overwritten with the full results of the query in this run.
Selecting the triggered imports
You can select one or more imports to trigger after the data source upload is complete. Please note that these imports will be triggered in parallel. Hightouch will wait until the imports are complete before completing the sync.
Hightouch starts all selected imports at the same time, then waits for all of them to finish before completing the sync. If your import tasks need to run in a specific order, you can use multiple Hightouch syncs to trigger them in the correct order with a Sequence.
Mapping your columns
You can map the columns in your Hightouch model to columns in your Anaplan data source.
The Anaplan column names you map to in Hightouch must exactly match the column names configured your Anaplan data source. The columns must also be in the same order as they appear in your data source. Incorrect column names or order mismatch will cause your sync to error.
