Anaplan V2 Connector

Anaplan V2 Connector

Synchronization Task Example

Synchronization
Task Example

You can create a synchronization task to write data to Anaplan. You can use the Anaplan V2 connector to read data from a flat file and write data to Anaplan.
Perform the following steps to read data from a flat file and write data to Anaplan.
  1. Select
    Data Integration
    from the menu.
    The
    Data Integration
    Home page appears.
  2. Click
    New
    Tasks
    Synchronization Task
    to create a
    synchronization
    task.
  3. On the
    Definition
    tab, configure the following fields:
    Field
    Description
    Task Name
    Name of the
    synchronization
    task.
    Description
    Description of the
    synchronization
    task. Maximum length is 255 characters.
    Task Operation
    Select
    Insert
    .
  4. Click
    Next
    .
  5. On the
    Source
    tab, configure the following fields:
    Field
    Description
    Connection
    Select the source connection.
    Source Type
    Select
    Single
    .
    Source Object
    Select the .csv file that you want to import.
  6. Click
    Next
    .
  7. On the
    Target
    tab, configure the following fields:
    Field
    Description
    Connection
    Select an Anaplan V2 connection.
    Target Object
    Select the Anaplan Import action.
  8. Click
    Next
    .
  9. On the
    Data Filters
    tab, set the filter conditions. If you do not set a filter condition, all rows are processed for the task.
  10. Click
    Next
    .
  11. On the
    Field Mapping
    tab, map all the fields of in the flat file connection to the relevant fields in Anaplan. The Anaplan V2 connector writes the mapped source data to Anaplan.
  12. Click
    Next
    .
  13. On the
    Schedule
    tab you can schedule the task for each requirement and save. You can run a
    synchronization
    task manually, or you can schedule the task to run at a specific time or at specified time intervals. Additionally, you can configure the following advanced scheduling options:
    1. Specify the
      Chunk Size
      for Imports or Exports. This option enables you to send data in chunks or batches.
    2. Enable the
      Upload Only
      option to upload a file without invoking an action.
  14. Click
    Finish
    . To run the task, click
    Run
    .
    On the
    Monitor
    tab, you can monitor the status of the task.

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