Anaplan
Anaplan enables you to connect data, people, and plans to drive informed decision-making and streamline business planning processes through its cloud-based platform.
API version
Anaplan's connector uses Anaplan's API v2.0 for integration. For more information, refer to Anaplan's API documentation.
Connection setup
The Anaplan connector supports the following authentication types:
Each authentication type includes a Data Centre field that identifies the data centre hosting your Anaplan instance. This field defaults to Anaplan Data Center if left blank. The available options are Anaplan Data Center, AWS Australia, GCP Canada, and AWS Indonesia.
Username/password
Use username/password authentication to connect with your Anaplan account credentials.
Connect to Anaplan with username/password
Complete the following steps to set up a username/password connection to Anaplan in Workato:
Click Create > Connection or press C twice.
Search for Anaplan and select it as your app.
Enter a name for your connection in the Connection name field.
Set up a username/password connection
Use the Location drop-down menu to select the project where you plan to store the connection.
Use the Authentication type drop-down menu to select Username/password.
Enter your Anaplan Username.
Enter your Anaplan Password.
Use the Data Centre drop-down menu to select the data centre that hosts your Anaplan instance. If you leave this field blank, it defaults to Anaplan Data Center.
Click Connect.
OAuth 2.0
Use OAuth 2.0 to connect with an OAuth 2.0 client configured in your Anaplan account.
Connect to Anaplan with OAuth 2.0
Complete the following steps to set up an OAuth 2.0 connection to Anaplan in Workato:
Click Create > Connection or press C twice.
Search for Anaplan and select it as your app.
Enter a name for your connection in the Connection name field.
Set up an OAuth 2.0 connection
Use the Location drop-down menu to select the project where you plan to store the connection.
Use the Authentication type drop-down menu to select OAuth 2.0.
Enter your application's Client ID. Refer to the Anaplan Create an OAuth 2.0 client documentation for more information.
Enter your application's Client secret. You can find this value in Anaplan under Administration > Security > OAuth Clients.
Use the Data Centre drop-down menu to select the data centre that hosts your Anaplan instance. If you leave this field blank, it defaults to Anaplan Data Center.
Click Connect.
Certificate authentication
Use certificate authentication to connect with a PEM-format certificate and private key.
Connect to Anaplan with certificate authentication
Complete the following steps to set up a certificate authentication connection to Anaplan in Workato:
Click Create > Connection or press C twice.
Search for Anaplan and select it as your app.
Enter a name for your connection in the Connection name field.
Set up a certificate authentication connection
Use the Location drop-down menu to select the project where you plan to store the connection.
Use the Authentication type drop-down menu to select Certificate authentication.
Enter a PEM-format certificate string in the Certificate field. Refer to the Anaplan Procure CA certificates documentation for more information.
Enter a PEM-format private key string in the Private key field.
Use the Data Centre drop-down menu to select the data centre that hosts your Anaplan instance. If you leave this field blank, it defaults to Anaplan Data Center.
Click Connect.
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