Can Anaplan integrate with other business systems, such as ERP or CRM?

Anaplan integrates with other business systems such as Enterprise Resource Planning (ERP) systems, Customer Relationship Management (CRM) systems, and a range of other data sources.

This integration allows Anaplan to pull in data which is then used for planning, modelling, forecasting, and analysis. For example, sales data from a CRM system can be used in sales planning and forecasting, while financial data from an ERP system can be used in financial planning and analysis.

Anaplan offers several ways to facilitate these integrations:

  • Anaplan Connect: A Java-based utility that is used to automate the import and export of data between Anaplan and other systems. It is typically used for regular, scheduled data import and export tasks and can be set up to run on a schedule, enabling regular data synchronisation.
  • Anaplan HyperConnect powered by Informatica: This is a more advanced data integration tool that provides a graphical interface for creating complex data integrations. It provides a graphical interface for creating complex data mappings and transformations.
  • APIs: Anaplan also provides APIs (Application Programming Interfaces) that developers can use to create custom integrations. They do typically require a level of technical expertise to utilise effectively.
  • Third-party ETL tools: Anaplan can be integrated with various third-party Extract, Transform, Load (ETL) tools, which are used to extract data from different sources, transform it into a suitable format, and load it into a destination system.
  • Pre-built connectors: For some commonly used financial systems and other types of software, Anaplan provides pre-built connectors that make integration simpler.

These integration capabilities make Anaplan a highly flexible and adaptable platform that can leverage and augment data from other systems to enhance planning and decision-making processes. Also, it can fit into a wide range of business IT environments. If you are considering your data integration needs, book a consultation with one of our technical experts.

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