Overview of Anaplan

Anaplan is a cloud-based planning and performance management platform designed for enterprises to connect data, people, and plans across business functions. Integrating Anaplan with Naologic allows your application to sync data directly with Anaplan’s master dashboard, ensuring that critical planning data stays current and accessible.

With the Anaplan integration, you can:

• Sync Data to Master Dashboard: Automatically update the master dashboard in Anaplan with the latest data from your application, helping to maintain consistency across planning processes.

Installing the Anaplan API in Naologic’s Builder

To set up the Anaplan API for use within your project, follow these steps:

1. Install the Anaplan API:

   • Go to your app's canvas.

   • Click on the plus sign on the left to open the element selection menu.

   • Navigate to the APIs section.

   • Search for "Anaplan" and press Install to add it to your project.

2. Add Anaplan API Action to the Canvas:

   • After installing the Anaplan API, go to the API Actions section.

   • Search for "Anaplan" and drag the Sync to Master Dashboard action onto the canvas.

   • Configure the action by connecting it to the relevant data document and setting up the required fields.

Connecting Naologic to Your Anaplan Account

To link Naologic with your Anaplan account, follow these steps:

1. Access Integration Settings:

   • Navigate to the top right of the Workspace and click on the cog icon (Settings).

   • Select Integrations from the settings menu.

2. Connect to Anaplan:

   • In the Integrations menu, find Anaplan and click Connect.

   • Enter the following information from your Anaplan account:

     • Auth Token: Your Anaplan authentication token.

   • Once the field is filled, click Connect to establish the connection between Naologic and your Anaplan account.

With the Anaplan integration set up in Naologic, you can easily sync data to the master dashboard, ensuring that your planning and performance management data is consistently up-to-date.