Real-time
Two-way sync
Changes in Anaplan or Gladly instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Anaplan to Gladly integration — real-time, two-way sync
Keep Anaplan and Gladly 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Anaplan and Gladly
Sync customers, invoices, and payment status between Anaplan and Gladly in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Gladly knows the relationship: who the contacts are and what is in motion with the account. Anaplan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Line Items, Lists, List Items, Versions in Anaplan to Agents, Topics, Tasks, Customer profiles in Gladly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Push approved plan and target numbers from Anaplan back to the CRM or compensation systems.
- Keep dimension lists (products, cost centers, territories) aligned with master data systems of record.
- Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
- Push conversation outcomes into a CRM so account teams see support context on their accounts.
Where Gladly tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Anaplan with the right billing details, so invoicing starts without re-keying.
Collections with context
Finance sees the account owner and relationship history from Gladly when chasing a balance, and sales sees that the chase is happening.
What you can sync between Anaplan and Gladly
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 | Gladly objects | |
|---|---|---|
| Line Items The measures within a module, mapped to columns or metrics in syncs. | Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. | |
| Lists Dimension members (accounts, products, cost centers) synced from master data systems. | Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. | |
| List Items Individual dimension members created or updated from external systems of record. | Agents User records used to attribute work in CX analytics. | |
| Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. | Topics Categorization applied to conversations; the key dimension for contact-driver reporting. | |
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Tasks Follow-up work items created from external triggers or synced for workload reporting. | |
| Processes Ordered bundles of actions run as a unit during scheduled syncs. | Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. |
What ships with Anaplan ⇄ Gladly
Connect Anaplan and Gladly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Gladly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Anaplan or Gladly 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 Gladly record.
Observability
Monitoring
Track your Anaplan ⇄ Gladly 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 Gladly.
How the Anaplan and Gladly 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
Gladly
- Integration surface
- REST API
- Authentication
- API tokens used with basic authentication tied to an agent email
- Change detection
- Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Anaplan to Gladly — 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.
- 01
Connect your apps
Authenticate Anaplan and Gladly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Anaplan
connected
Gladly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Anaplan and Gladly 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.
objects · Anaplan ⇄ GladlyCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Anaplan GladlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Anaplan and Gladly integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and Gladly: authenticate both systems, choose the objects to sync (such as Anaplan's Line Items and Lists), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Anaplan and Gladly: Where Gladly tracks deals: closed-won creates the finance record; Collections with context. A won opportunity creates or updates the customer in Anaplan with the right billing details, so invoicing starts without re-keying.
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Anaplan: 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. Gladly: REST API. Authentication: API tokens used with basic authentication tied to an agent email. Stacksync manages authentication, retries, and rate limits on both sides.
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Anaplan: The transactional API allows reading model metadata and reading or writing individual cell values without a full import. Gladly: Customer profiles are built to merge external identifiers (email, phone, order numbers), which is what integrations key on when matching records from other systems. Stacksync's field mapping accounts for these differences between Anaplan and Gladly without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Anaplan and Gladly records are not retained after a sync operation.
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 Gladly.
Popular · 8 of 386
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Anaplan ⇄ Shopify -
Anaplan ⇄ Affinity -
Anaplan ⇄ 6sense -
Anaplan ⇄ Apollo.io -
Gladly ⇄ Hyperline -
Gladly ⇄ Pigment -
Gladly ⇄ QuickBooks -
Gladly ⇄ Stripe
No integrations match .
