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Accounting and finance ⇄ Database

Anaplan to SQL Server integration — real-time, two-way sync

Keep Anaplan and SQL Server 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 SQL Server

Work with Anaplan's financial data straight from SQL Server: 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 Databases, Schemas, Tables, Views in SQL Server and keeps the two in sync bi-directionally and in real time. Your services read finance records with normal queries against SQL Server, 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

  • 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.
  • Expose SaaS records as SQL Server tables that existing SSRS reports and internal apps can query
  • Mirror on-premises ERP data held in SQL Server into cloud CRM and support systems

Query finance data like any other data

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

Internal tools without API plumbing

Build dashboards and back-office tools directly on SQL Server; Stacksync handles the API calls, rate limits, and retries against Anaplan.

Write back safely

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

What you can sync between Anaplan and SQL Server

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 SQL Server objects
Modules Multidimensional grids of line items where plan data lives; the main read/write surface. Databases Instance-level databases that scope a sync's reads and writes.
Line Items The measures within a module, mapped to columns or metrics in syncs. Schemas Namespaces (dbo and custom) used to organize synced tables.
Lists Dimension members (accounts, products, cost centers) synced from master data systems. Tables The primary sync target; rows map to records in connected systems.
List Items Individual dimension members created or updated from external systems of record. Views Read-side projections used as outbound sync sources.
Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. Columns Field-level mapping targets with T-SQL types.
Import and Export Actions Predefined data-movement definitions the Bulk API executes. Primary and Unique Keys Match keys for idempotent upserts and conflict handling.
What ships with Anaplan ⇄ SQL Server

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or SQL Server 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 SQL Server record.

Observability

Monitoring

Track your Anaplan ⇄ SQL Server 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 SQL Server.

How the Anaplan and SQL Server 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

SQL Server

Integration surface
SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication
Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection
SQL Server Native Change Data Capture (CDC); a DBA runs a one-time setup script with sysadmin privileges to enable CDC and create Stacksync wrapper procedures
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput depends on instance resources, licensing tier, and connection limits
SQL Server setup guide
How it works

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

    Choose tables

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

Anaplan and SQL Server 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 SQL Server.

Popular · 8 of 386
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