Real-time
Two-way sync
Changes in Affinity or Anaplan instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Affinity to Anaplan integration — real-time, two-way sync
Keep Affinity and Anaplan 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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Migrated from Celigo
Why teams connect Affinity and Anaplan
Sync customers, invoices, and payment status between Anaplan and Affinity in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Affinity 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 Versions, Import and Export Actions, Processes, Cell Data in Anaplan to Persons, Organizations, Opportunities, Field Values in Affinity 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
- 01 Load actuals from an ERP or warehouse into Anaplan modules so forecasts start from current financials.
- 02 Sync CRM pipeline data into Anaplan for sales capacity and quota planning.
- 03 Push enrichment data computed elsewhere into Affinity field values on list entries.
- 04 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
Common sync patterns
Where Affinity 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 Affinity when chasing a balance, and sales sees that the chase is happening.
What you can sync between Affinity and Anaplan
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.
| Affinity objects | Anaplan objects | How this pairing syncs | |
|---|---|---|---|
| Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. | Lists Dimension members (accounts, products, cost centers) synced from master data systems. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Organizations Company records matched to accounts in other systems by domain. | Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Organizations is specific to Affinity and Import and Export Actions to Anaplan — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Processes Ordered bundles of actions run as a unit during scheduled syncs. | Opportunities is specific to Affinity and Processes to Anaplan — each maps to any object or custom field on the other side. | |
| Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. | Cell Data Individual intersections readable and writable through the transactional API. | Field Values is specific to Affinity and Cell Data to Anaplan — each maps to any object or custom field on the other side. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Models The planning workspaces that contain all data; syncs target a specific model. | Notes is specific to Affinity and Models to Anaplan — each maps to any object or custom field on the other side. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Modules Multidimensional grids of line items where plan data lives; the main read/write surface. | Interactions is specific to Affinity and Modules to Anaplan — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Anaplan
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Affinity Anaplan Sub-second propagation
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Anaplan through its API, with automatic retries and rate-limit backoff.
Anaplan Affinity Interval-based propagation
DetectionStacksync polls Anaplan for changes on an incremental schedule, reading only records changed since the previous pass. Polling and scheduled export actions.
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Affinity: Subject to the platform's published API rate limits.
- Anaplan: Subject to the platform's API rate limits; large data movements are designed to run through bulk actions.
What ships with Affinity ⇄ Anaplan
Connect Affinity and Anaplan for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Anaplan connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Anaplan 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 Affinity or Anaplan record.
Observability
Monitoring
Track your Affinity ⇄ Anaplan sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Affinity and Anaplan.
How the Affinity and Anaplan connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
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
How it works
How to connect Affinity to Anaplan — 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 Affinity and Anaplan with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Anaplan
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Anaplan 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 · Affinity ⇄ AnaplanCustomers 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.
Affinity AnaplanCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Anaplan integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Anaplan: authenticate both systems, choose the objects to sync (such as Affinity's Lists and Organizations), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Anaplan: The transactional API allows reading model metadata and reading or writing individual cell values without a full import. Affinity: The data model centers on lists: a person, organization, or opportunity gains list-specific field values only through its list entry, so syncs must address both the entity and the entry. Stacksync's field mapping accounts for these differences between Affinity and Anaplan 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 Affinity and Anaplan records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Affinity and Anaplan connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Affinity–Anaplan integration in-house.
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Yes — Stacksync ships production-grade connectors for both Affinity and Anaplan. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Affinity: Webhook subscriptions for record events, supplemented by polling. On Anaplan: Polling and scheduled export actions; the platform does not expose change events. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
SECURITY
Security teams trust 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
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:
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