Real-time
Two-way sync
Changes in Anaplan or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ Business productivity
Anaplan to Microsoft 365 integration — real-time, two-way sync
Keep Anaplan and Microsoft 365 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
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Anaplan and Microsoft 365
Connect the financial records in Anaplan with the work happening in Microsoft 365, so both stay current without exports or copy-paste.
Anaplan holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft 365 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.
Stacksync keeps Processes, Cell Data, Models, Modules in Anaplan and Planner & To Do Tasks, Users, Groups, Mail Messages in Microsoft 365 in sync, bi-directionally and in real time. Whatever records Microsoft 365 keeps and whatever events it produces, the overlap with Anaplan is mapped field by field, and a change on either side shows up on the other within seconds.
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
- Sync CRM pipeline data into Anaplan for sales capacity and quota planning.
- Push approved plan and target numbers from Anaplan back to the CRM or compensation systems.
- Sync employee records from an HR system into Entra ID users and group memberships.
- Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
Where Microsoft 365 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 Microsoft 365 is a docs or knowledge workspace: reference data kept fresh
Figures teams rely on, like customer status or outstanding balances, stay current wherever Microsoft 365 surfaces them instead of going stale after a one-time paste.
Where Microsoft 365 handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Anaplan next to the customer they are helping, without logging into the finance system.
What you can sync between Anaplan and Microsoft 365
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 | Microsoft 365 objects | |
|---|---|---|
| List Items Individual dimension members created or updated from external systems of record. | SharePoint Sites & Lists List items read and written like lightweight database tables. | |
| Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. | Teams Team and membership data provisioned from upstream systems. | |
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Planner & To Do Tasks Task items synced with project and work-management tools. | |
| Processes Ordered bundles of actions run as a unit during scheduled syncs. | Users Entra ID user accounts synced with HR and identity systems. | |
| Cell Data Individual intersections readable and writable through the transactional API. | Groups Microsoft 365 and security groups kept aligned with org structure and access rules. | |
| Models The planning workspaces that contain all data; syncs target a specific model. | Mail Messages Exchange Online messages read for logging, archiving, or activity capture. |
What ships with Anaplan ⇄ Microsoft 365
Connect Anaplan and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Anaplan or Microsoft 365 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 Microsoft 365 record.
Observability
Monitoring
Track your Anaplan ⇄ Microsoft 365 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 Microsoft 365.
How the Anaplan and Microsoft 365 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
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
How it works
How to connect Anaplan to Microsoft 365 — 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 Microsoft 365 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
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Anaplan and Microsoft 365 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 ⇄ Microsoft 365Customers 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 Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Anaplan and Microsoft 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and Microsoft 365: authenticate both systems, choose the objects to sync (such as Anaplan's List Items and Versions), 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 Microsoft 365: Where Microsoft 365 tracks people or companies: one identity; Where Microsoft 365 is a docs or knowledge workspace: reference data kept fresh; Where Microsoft 365 handles customer conversations: billing context in view. 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.
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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. Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Stacksync manages authentication, retries, and rate limits on both sides.
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Anaplan: Data movement at volume goes through predefined import and export actions executed by the Bulk API, so integrations depend on actions defined inside the model. Microsoft 365: Change notifications can push events for resources such as messages, events, and driveItems, with subscriptions that must be periodically renewed. Stacksync's field mapping accounts for these differences between Anaplan and Microsoft 365 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 Microsoft 365 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 Microsoft 365.
Popular · 8 of 386
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Anaplan ⇄ Lusha -
Anaplan ⇄ Microsoft Dynamics 365 -
Anaplan ⇄ Microsoft Teams -
Anaplan ⇄ NextGen Healthcare -
Microsoft 365 ⇄ Chargebee -
Microsoft 365 ⇄ Hyperline -
Microsoft 365 ⇄ Pigment -
Microsoft 365 ⇄ QuickBooks
No integrations match .
