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Accounting and finance ⇄ Database

Anaplan to PostgreSQL integration — real-time, two-way sync

Keep Anaplan and PostgreSQL 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 PostgreSQL

Work with Anaplan's financial data straight from PostgreSQL: read it with ordinary queries, write to it from your own code, and let Stacksync keep both sides consistent.

Engineers need finance data more often than finance systems make it easy to get: for internal tools, reporting services, or logic that reacts to invoices and payments. Working through the vendor API means rate limits, pagination, and glue code that has to be maintained forever.

Stacksync mirrors Import and Export Actions, Processes, Cell Data, Models from Anaplan into Columns, Primary and Unique Keys, JSONB Columns, Sequences in PostgreSQL and keeps the two in sync bi-directionally and in real time. Your services read finance records with normal queries against PostgreSQL, and rows your code writes or updates flow back into Anaplan with validation, so the finance system stays the system of record.

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.
  • Expose SaaS objects (CRM contacts, ERP invoices, support tickets) as Postgres tables that internal tools can query and join
  • Let an application write to its own database and have those rows appear as records in business systems in near real time

Write back safely

Updates written to the synced tables in PostgreSQL propagate into Anaplan, so automations can create or correct finance records without custom integration code.

React to financial events

Changes in Anaplan appear in PostgreSQL as row changes, so you can trigger downstream logic with the database tooling you already use.

Query finance data like any other data

Customers, invoices, and payments from Anaplan live in PostgreSQL as regular tables or collections your team can join, index, and query.

What you can sync between Anaplan and PostgreSQL

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 PostgreSQL objects
Modules Multidimensional grids of line items where plan data lives; the main read/write surface. Tables The primary sync target; rows map one-to-one to records in connected SaaS systems.
Line Items The measures within a module, mapped to columns or metrics in syncs. Views Read-side projections used to expose joined or filtered data to a sync.
Lists Dimension members (accounts, products, cost centers) synced from master data systems. Materialized Views Precomputed result sets synced outward on a refresh schedule.
List Items Individual dimension members created or updated from external systems of record. Schemas Namespaces that scope which tables a sync reads and writes.
Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. Columns Field-level mapping targets; types are mapped to the connected system's field types.
Import and Export Actions Predefined data-movement definitions the Bulk API executes. Primary and Unique Keys Used as match keys for idempotent upserts and conflict resolution.
What ships with Anaplan ⇄ PostgreSQL

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or PostgreSQL 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 PostgreSQL record.

Observability

Monitoring

Track your Anaplan ⇄ PostgreSQL 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 PostgreSQL.

How the Anaplan and PostgreSQL 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

PostgreSQL

Integration surface
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
Logical replication (wal_level = logical) for change data capture via the "Postgres" connector; database triggers (TRIGGER grant + stacksync_logging schema) via the trigger-based "Postgres Heroku" connector where
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput
PostgreSQL setup guide
How it works

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

    Choose tables

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

Anaplan and PostgreSQL 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 PostgreSQL.

Popular · 8 of 386
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