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OneCloud for Anaplan Quick Start

OneCloud has some very convenient features to help with the integration, automation, and management of your Anaplan environment. These features can be combined with a variety of touchpoints that OneCloud has with other technologies including Salesforce, Workday, Google Drive, Box, NetSuite, and relational databases.

This Anaplan-focused quick start guide will walk you through setting up OneCloud so that it is optimized to work with Anaplan. Not all sections need to be completed, but some do build off of work from completed prior sections.

How do I get access to OneCloud?

We have made it easy for people interested in OneCloud to get access. Simply visit https://app.onecloud.io/trial to spin up your own full-use trial of OneCloud.

If your company is already a OneCloud customer and you would prefer to use your primary OneCloud environment for this tutorial, then please contact your OneCloud system administrator to ensure you are added to a security group with Workspace administrator access. Please contact support@onecloud.io if you require additional guidance

TaskSummaryTime Required
Configure your Workspace for Anaplan Integration
Create Workspace Variables and Environments for best practices Life Cycle Management.10 minYes
Create an Anaplan Connection
Create a standard connection to Anaplan to exchange data, run actions & processes, and perform other tasks.10 minYes
Create a Relational Connection
Create a connection to either a relational database to query, load and execute Commands.5 minYes
Create a Salesforce Connection
Create a connection to Salesforce to exchange data.

5 minYes

Load Data to Anaplan from a Flat File

Load a sample text file to Anaplan as a staging Import Data Source.
10 minYes
Simple TransformationsAdd a column for a unique ROW ID and strip a column in the flat file.
10 minNo
Upload Relational Data to AnaplanLoad a sample data set from a relational database to Anaplan as a staging Import Data Source.10 minNo
Upload Salesforce Data to Anaplan via Custom ReportLoad a sample Salesforce custom report to Anaplan.
15 minNo
Upload Salesforce Data to Anaplan via SQL Query
Load Salesforce data to Anaplan via Salesforce Object Query Language (SOQL)15 minNo
Upload Anaplan Data to Salesforce with Bulk UpdateUse run history to see who ran what, where, when and how.
25 minNo
Execute Anaplan Actions and Processes
See how to use OneCloud to automate Anaplan Import and Export Actions and Processes.20 minYes
Chain PromotionLearn how to promote a chain from one Environment to the next.
10 minYes
B
Brian is the author of this solution article.

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