Real-time
Two-way sync
Changes in Agiloft or Anaplan instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
Agiloft to Anaplan integration — real-time, two-way sync
Keep Agiloft 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Agiloft and Anaplan
Connect the financial records in Anaplan with the work happening in Agiloft, 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. Agiloft 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 Lists, List Items, Versions, Import and Export Actions in Anaplan and Clause Library, Custom tables, Contracts, Companies in Agiloft in sync, bi-directionally and in real time. Whatever records Agiloft 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
- 01 Keep dimension lists (products, cost centers, territories) aligned with master data systems of record.
- 02 Export forecast versions to a warehouse for variance reporting against actuals.
- 03 Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.
- 04 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
Common sync patterns
Where Agiloft is a docs or knowledge workspace: reference data kept fresh
Figures teams rely on, like customer status or outstanding balances, stay current wherever Agiloft surfaces them instead of going stale after a one-time paste.
Where Agiloft 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.
Where Agiloft collects payments or triggers charges: events land in Anaplan
Payment and charge activity flows into Anaplan as it happens, so the books reflect reality without manual reconciliation.
What you can sync between Agiloft 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.
| Agiloft objects | Anaplan objects | How this pairing syncs | |
|---|---|---|---|
| Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. | Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Companies is specific to Agiloft and Import and Export Actions to Anaplan — each maps to any object or custom field on the other side. | |
| People Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records. | Processes Ordered bundles of actions run as a unit during scheduled syncs. | People is specific to Agiloft and Processes to Anaplan — each maps to any object or custom field on the other side. | |
| Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. | Cell Data Individual intersections readable and writable through the transactional API. | Attachments is specific to Agiloft and Cell Data to Anaplan — each maps to any object or custom field on the other side. | |
| Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. | Models The planning workspaces that contain all data; syncs target a specific model. | Approvals is specific to Agiloft and Models to Anaplan — each maps to any object or custom field on the other side. | |
| Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. | Modules Multidimensional grids of line items where plan data lives; the main read/write surface. | Tasks is specific to Agiloft and Modules to Anaplan — each maps to any object or custom field on the other side. | |
| Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. | Line Items The measures within a module, mapped to columns or metrics in syncs. | Clause Library is specific to Agiloft and Line Items to Anaplan — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft 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.
Agiloft Anaplan Sub-second propagation
DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.
DeliveryEach detected change is written to Anaplan through its API, with automatic retries and rate-limit backoff.
Anaplan Agiloft 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 Agiloft through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
- Anaplan: Subject to the platform's API rate limits; large data movements are designed to run through bulk actions.
What ships with Agiloft ⇄ Anaplan
Connect Agiloft and Anaplan for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Anaplan connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft 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 Agiloft or Anaplan record.
Observability
Monitoring
Track your Agiloft ⇄ Anaplan sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Agiloft and Anaplan.
How the Agiloft and Anaplan connectors work
Agiloft
- Integration surface
- REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
- Authentication
- OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
- Change detection
- Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
- Capabilities
- read · write · webhooks
- Rate limits
- Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
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 Agiloft 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 Agiloft 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.
Agiloft
connected
Anaplan
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft 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 · Agiloft ⇄ 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.
Agiloft AnaplanCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Anaplan integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Anaplan: authenticate both systems, choose the objects to sync (such as Agiloft's Companies and People), 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. Agiloft: The People table is a parent split into Employees (internal users) and Contacts (external company contacts), both linked to Companies and Contracts. Stacksync's field mapping accounts for these differences between Agiloft 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 Agiloft 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 Agiloft and Anaplan connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Agiloft–Anaplan integration in-house.
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Yes — Stacksync ships production-grade connectors for both Agiloft 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 Agiloft: Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log. 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
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
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