Real-time
Two-way sync
Changes in Anaplan or DealCloud instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Anaplan to DealCloud integration — real-time, two-way sync
Keep Anaplan and DealCloud 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 Fivetran
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Migrated from Celigo
Why teams connect Anaplan and DealCloud
Sync customers, invoices, and payment status between Anaplan and DealCloud in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. DealCloud 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 Activity, Task, User, Deal in DealCloud 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 portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 04 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
Common sync patterns
Collections with context
Finance sees the account owner and relationship history from DealCloud when chasing a balance, and sales sees that the chase is happening.
Where DealCloud 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 DealCloud
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 | DealCloud objects | How this pairing syncs | |
|---|---|---|---|
| Lists Dimension members (accounts, products, cost centers) synced from master data systems. | Activity Synced with incremental and full sync. | Lists is specific to Anaplan and Activity to DealCloud — each maps to any object or custom field on the other side. | |
| List Items Individual dimension members created or updated from external systems of record. | Task Synced with incremental and full sync. | List Items is specific to Anaplan and Task to DealCloud — each maps to any object or custom field on the other side. | |
| Versions Scenario dimensions (actual, budget, forecast) that scope which slice a sync reads or writes. | User Synced with incremental and full sync. | Versions is specific to Anaplan and User to DealCloud — each maps to any object or custom field on the other side. | |
| Import and Export Actions Predefined data-movement definitions the Bulk API executes. | Deal Synced with incremental and full sync. | Import and Export Actions is specific to Anaplan and Deal to DealCloud — each maps to any object or custom field on the other side. | |
| Processes Ordered bundles of actions run as a unit during scheduled syncs. | Company Synced with incremental and full sync. | Processes is specific to Anaplan and Company to DealCloud — each maps to any object or custom field on the other side. | |
| Cell Data Individual intersections readable and writable through the transactional API. | Contact Synced with incremental and full sync. | Cell Data is specific to Anaplan and Contact to DealCloud — each maps to any object or custom field on the other side. |
How changes propagate between Anaplan and DealCloud
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 DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.
DealCloud Anaplan Interval-based propagation
DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.
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.
- DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Anaplan ⇄ DealCloud
Connect Anaplan and DealCloud for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–DealCloud connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Anaplan or DealCloud 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 DealCloud record.
Observability
Monitoring
Track your Anaplan ⇄ DealCloud 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 DealCloud.
How the Anaplan and DealCloud 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
DealCloud
- Integration surface
- REST API (DealCloud Data API v2)
- Authentication
- OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
- Change detection
- Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
- Capabilities
- read · write
- Rate limits
- API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
How it works
How to connect Anaplan to DealCloud — 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 DealCloud 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
DealCloud
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Anaplan and DealCloud 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 ⇄ DealCloudCustomers 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 DealCloudCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Anaplan and DealCloud integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Anaplan and DealCloud: authenticate both systems, choose the objects to sync (such as Anaplan's Lists and List Items), 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. DealCloud: DealCloud is Intapp's deal and relationship management platform, purpose-built for private capital markets (private equity, venture capital, investment banking, and advisory firms). Stacksync's field mapping accounts for these differences between Anaplan and DealCloud 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 Anaplan and DealCloud 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 DealCloud connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Anaplan–DealCloud integration in-house.
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Yes — Stacksync ships production-grade connectors for both Anaplan and DealCloud. 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 DealCloud: Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. 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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