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Accounting and finance ⇄ Business productivity

Anaplan to NextGen Healthcare integration — real-time, two-way sync

Keep Anaplan and NextGen Healthcare 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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Why teams connect Anaplan and NextGen Healthcare

Connect the financial records in Anaplan with the work happening in NextGen Healthcare, 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. NextGen Healthcare 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 Line Items, Lists, List Items, Versions in Anaplan and Encounters, Providers, Clinical Documents, Medications & Allergies in NextGen Healthcare in sync, bi-directionally and in real time. Whatever records NextGen Healthcare 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

  • 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.
  • Push appointment schedules to reminder and communication tools and write confirmations back.
  • Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.

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

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

Where NextGen Healthcare 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 NextGen Healthcare

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 NextGen Healthcare objects
Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. Encounters Visit records landed in analytics stores for utilization and quality reporting.
Import and Export Actions Predefined data-movement definitions the Bulk API executes. Providers Clinician and location directories kept consistent across scheduling and web systems.
Processes Ordered bundles of actions run as a unit during scheduled syncs. Clinical Documents Notes and attachments exchanged with referral and document-management workflows.
Cell Data Individual intersections readable and writable through the transactional API. Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination.
Models The planning workspaces that contain all data; syncs target a specific model. Lab Results Result data read for patient-facing portals and analytics.
Modules Multidimensional grids of line items where plan data lives; the main read/write surface. Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems.
What ships with Anaplan ⇄ NextGen Healthcare

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or NextGen Healthcare 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 NextGen Healthcare record.

Observability

Monitoring

Track your Anaplan ⇄ NextGen Healthcare 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 NextGen Healthcare.

How the Anaplan and NextGen Healthcare 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

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.
How it works

How to connect Anaplan to NextGen Healthcare — 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 NextGen Healthcare 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
    NextGen Healthcare connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Anaplan and NextGen Healthcare 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 ⇄ NextGen Healthcare
    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 NextGen Healthcare
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Anaplan and NextGen Healthcare 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

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

Popular · 8 of 386
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