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Accounting and finance ⇄ Business productivity

Anaplan to Aviato integration — real-time data sync

Keep Anaplan and Aviato in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Why teams connect Anaplan and Aviato

Connect the financial records in Anaplan with the work happening in Aviato, so both stay current without exports or copy-paste.

Aviato is a read-only source: Stacksync reads its data in real time and delivers it into Anaplan, so Anaplan always reflects the current state of Aviato — without exports, scripts, or schedulers.

Anaplan holds the financial truth: who the customers are, what they were billed, what they paid. Aviato is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • Export forecast versions to a warehouse for variance reporting against actuals.
  • Load actuals from an ERP or warehouse into Anaplan modules so forecasts start from current financials.
  • Pull founder and team data into a sourcing database to flag new startups that match an investment thesis
  • Feed lead-scoring models with growth signals (funding recency, headcount trajectory) pulled from Aviato

Where Aviato collects payments or triggers charges: events land in Anaplan

Payment and charge activity flows into Anaplan as it happens, so the books reflect reality without manual reconciliation.

Where Aviato tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where Aviato is a docs or knowledge workspace: reference data kept fresh

Figures teams rely on, like customer status or outstanding balances, stay current wherever Aviato surfaces them instead of going stale after a one-time paste.

What you can sync between Anaplan and Aviato

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Anaplan objects Aviato objects
Modules Multidimensional grids of line items where plan data lives; the main read/write surface. Funding Round Round-level records with stage, amount, date, and participating investors
Line Items The measures within a module, mapped to columns or metrics in syncs. Investor Funds and angels connected to the rounds and companies they back
Lists Dimension members (accounts, products, cost centers) synced from master data systems. Headcount Snapshot Point-in-time employee counts used to track company growth over time
List Items Individual dimension members created or updated from external systems of record. Employment Record Person-to-company links with role and tenure that model team movement
Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. Acquisition / Exit Event M&A and exit records tied to the acquired company profile
Import and Export Actions Predefined data-movement definitions the Bulk API executes. Company Private-company profiles with firmographics, sector tags, and status
What ships with Anaplan ⇄ Aviato

Connect Anaplan and Aviato for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Aviato connection.

Real-time

Real-time sync

Changes in Anaplan or Aviato instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or Aviato data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Anaplan or Aviato record.

Observability

Monitoring

Track your Anaplan ⇄ Aviato sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Anaplan and Aviato.

How the Anaplan and Aviato connectors work

Anaplan

Integration surface
REST APIs: a Bulk API that runs predefined import/export actions and a transactional API for model metadata and cell data
Authentication
Token-based sessions obtained via basic authentication, CA certificates, or OAuth 2.0 through Anaplan's authentication service
Change detection
Polling and scheduled export actions; the platform does not expose change events
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; large data movements are designed to run through bulk actions

Aviato

Integration surface
REST API returning JSON, with search/filter endpoints for querying company and people records
Authentication
API key passed on each request
Change detection
Polling-based: re-query tracked records on a schedule and diff against the last synced state; no native change feed is assumed
Capabilities
read
Rate limits
Request volume is credit- and rate-limited per plan; schedule refreshes in batches rather than per-record calls
How it works

How to connect Anaplan to Aviato — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Anaplan and Aviato with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Anaplan connected
    Aviato connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Anaplan and Aviato objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Anaplan ⇄ Aviato
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Anaplan Aviato
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Anaplan and Aviato integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Anaplan and Aviato.

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