Real-time
Two-way sync
Changes in Anaplan or Chorusai instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Anaplan to Chorusai integration — real-time, two-way sync
Keep Anaplan and Chorusai in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Why teams connect Anaplan and Chorusai
Sync customers, invoices, and payment status between Anaplan and Chorusai in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Chorusai 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 Scorecards, Moments, Playlists, Engagements in Chorusai 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 Export forecast versions to a warehouse for variance reporting against actuals.
- 02 Load actuals from an ERP or warehouse into Anaplan modules so forecasts start from current financials.
- 03 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.
- 04 Upload externally recorded dialer or web-conference audio into Chorus as Recordings so it gets transcribed and analyzed like native calls.
Common sync patterns
Where Chorusai 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 Chorusai when chasing a balance, and sales sees that the chase is happening.
What you can sync between Anaplan and Chorusai
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 | Chorusai objects | How this pairing syncs | |
|---|---|---|---|
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. | Import and Export Actions is specific to Anaplan and Playlists to Chorusai — each maps to any object or custom field on the other side. | |
| Processes Ordered bundles of actions run as a unit during scheduled syncs. | Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. | Processes is specific to Anaplan and Engagements to Chorusai — each maps to any object or custom field on the other side. | |
| Cell Data Individual intersections readable and writable through the transactional API. | Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. | Cell Data is specific to Anaplan and Recordings (Conversations) to Chorusai — each maps to any object or custom field on the other side. | |
| Models The planning workspaces that contain all data; syncs target a specific model. | Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. | Models is specific to Anaplan and Users to Chorusai — each maps to any object or custom field on the other side. | |
| Modules Multidimensional grids of line items where plan data lives; the main read/write surface. | Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. | Modules is specific to Anaplan and Trackers to Chorusai — each maps to any object or custom field on the other side. | |
| Line Items The measures within a module, mapped to columns or metrics in syncs. | Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. | Line Items is specific to Anaplan and Deals to Chorusai — each maps to any object or custom field on the other side. |
How changes propagate between Anaplan and Chorusai
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.
Anaplan Chorusai 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 Chorusai through its API, with automatic retries and rate-limit backoff.
Chorusai Anaplan Interval-based propagation
DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.
DeliveryEach detected change is written to Anaplan through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Anaplan: Subject to the platform's API rate limits; large data movements are designed to run through bulk actions.
- Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
What ships with Anaplan ⇄ Chorusai
Connect Anaplan and Chorusai for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Chorusai connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Anaplan or Chorusai 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 Chorusai record.
Observability
Monitoring
Track your Anaplan ⇄ Chorusai 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 Chorusai.
How the Anaplan and Chorusai 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
Chorusai
- Integration surface
- REST API (api-docs.chorus.ai)
- Authentication
- Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
- Change detection
- Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
- Capabilities
- read · write
- Rate limits
- Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
How it works
How to connect Anaplan to Chorusai — 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 Anaplan and Chorusai with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Anaplan
connected
Chorusai
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Anaplan and Chorusai 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 · Anaplan ⇄ ChorusaiCustomers 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.
Anaplan ChorusaiCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Anaplan and Chorusai integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and Chorusai: authenticate both systems, choose the objects to sync (such as Anaplan's Import and Export Actions and Processes), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Anaplan and Chorusai connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Anaplan–Chorusai integration in-house.
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Yes — Stacksync ships production-grade connectors for both Anaplan and Chorusai. 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 Anaplan: Polling and scheduled export actions; the platform does not expose change events. On Chorusai: Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Anaplan side: Versions, Import and Export Actions, Processes, Cell Data, plus custom fields where Anaplan exposes them. On the Chorusai side: Scorecards, Moments, Playlists, Engagements. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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.
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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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