Real-time
Two-way sync
Changes in Anaplan or Clari instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Anaplan to Clari integration — real-time, two-way sync
Keep Anaplan and Clari 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 MuleSoft
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Migrated from Celigo
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Anaplan and Clari
Sync customers, invoices, and payment status between Anaplan and Clari in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Clari 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 List Items, Versions, Import and Export Actions, Processes in Anaplan to Activity (Capture), Account field extensions, Opportunity field extensions, Audit Events in Clari 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 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
- 04 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
Common sync patterns
Collections with context
Finance sees the account owner and relationship history from Clari when chasing a balance, and sales sees that the chase is happening.
Where Clari 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.
What you can sync between Anaplan and Clari
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 | Clari objects | How this pairing syncs | |
|---|---|---|---|
| Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. | Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | Versions is specific to Anaplan and Activity (Capture) to Clari — each maps to any object or custom field on the other side. | |
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. | Import and Export Actions is specific to Anaplan and Account field extensions to Clari — each maps to any object or custom field on the other side. | |
| Processes Ordered bundles of actions run as a unit during scheduled syncs. | Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Processes is specific to Anaplan and Opportunity field extensions to Clari — each maps to any object or custom field on the other side. | |
| Cell Data Individual intersections readable and writable through the transactional API. | Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Cell Data is specific to Anaplan and Audit Events to Clari — 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. | Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | Models is specific to Anaplan and Forecast to Clari — 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. | Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | Modules is specific to Anaplan and Quota to Clari — each maps to any object or custom field on the other side. |
How changes propagate between Anaplan and Clari
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 Clari 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 Clari through its API, with automatic retries and rate-limit backoff.
Clari Anaplan Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
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.
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Anaplan ⇄ Clari
Connect Anaplan and Clari for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Clari connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Anaplan or Clari 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 Clari record.
Observability
Monitoring
Track your Anaplan ⇄ Clari 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 Clari.
How the Anaplan and Clari 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
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
How it works
How to connect Anaplan to Clari — 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 Clari 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
Clari
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Anaplan and Clari 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 ⇄ ClariCustomers 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 ClariCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Anaplan and Clari integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and Clari: authenticate both systems, choose the objects to sync (such as Anaplan's Versions and Import and Export Actions), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Anaplan and Clari 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 Anaplan and Clari connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Anaplan–Clari integration in-house.
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Yes — Stacksync ships production-grade connectors for both Anaplan and Clari. 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 Clari: Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks. 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: List Items, Versions, Import and Export Actions, Processes, plus custom fields where Anaplan exposes them. On the Clari side: Activity (Capture), Account field extensions, Opportunity field extensions, Audit Events. Stacksync auto-detects both schemas and converts types between the two systems.
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:
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