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Accounting and finance ⇄ Database

Anaplan to Reltio integration — real-time, two-way sync

Keep Anaplan and Reltio 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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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Anaplan and Reltio

Work with Anaplan's financial data straight from Reltio: read it with ordinary queries, write to it from your own code, and let Stacksync keep both sides consistent.

Engineers need finance data more often than finance systems make it easy to get: for internal tools, reporting services, or logic that reacts to invoices and payments. Working through the vendor API means rate limits, pagination, and glue code that has to be maintained forever.

Stacksync mirrors Modules, Line Items, Lists, List Items from Anaplan into Reference Data (RDM), Entities, Relations, Crosswalks in Reltio and keeps the two in sync bi-directionally and in real time. Your services read finance records with normal queries against Reltio, and rows your code writes or updates flow back into Anaplan with validation, so the finance system stays the system of record.

Common use cases

  • 01 Sync CRM pipeline data into Anaplan for sales capacity and quota planning.
  • 02 Push approved plan and target numbers from Anaplan back to the CRM or compensation systems.
  • 03 Mirror the Reltio Activity Log and change history into a database for audit, lineage, and governance reporting.
  • 04 Push cleansed, deduplicated golden records and survivorship results from Reltio back into CRM and ERP systems so every app works from the mastered record.

Common sync patterns

React to financial events

Changes in Anaplan appear in Reltio as row changes, so you can trigger downstream logic with the database tooling you already use.

Query finance data like any other data

Customers, invoices, and payments from Anaplan live in Reltio as regular tables or collections your team can join, index, and query.

Internal tools without API plumbing

Build dashboards and back-office tools directly on Reltio; Stacksync handles the API calls, rate limits, and retries against Anaplan.

What you can sync between Anaplan and Reltio

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 Reltio objects How this pairing syncs
Models The planning workspaces that contain all data; syncs target a specific model. Relations Typed relationships between two entities (affiliations, hierarchies, employment, households); read and written via /relations to keep account hierarchies and affiliation graphs aligned across systems. Models is specific to Anaplan and Relations to Reltio — 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. Crosswalks Per-entity references to the source systems and their record IDs; written when loading records so Reltio ties each source contribution to a golden record, and read to trace lineage back to origin systems. Modules is specific to Anaplan and Crosswalks to Reltio — 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. Interactions Transactional or event records linked to entities (purchases, visits, activities); read and written via /interactions to enrich profiles and power 360-degree reporting. Line Items is specific to Anaplan and Interactions to Reltio — each maps to any object or custom field on the other side.
Lists Dimension members (accounts, products, cost centers) synced from master data systems. Matches (Potential Matches) Candidate duplicate pairs produced by match rules; read to review, and resolved with merge, unmerge, or not-a-match actions to control survivorship. Lists is specific to Anaplan and Matches (Potential Matches) to Reltio — 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. Activity Log Immutable audit trail of changes to entities and relations via /activities; read-only, used for history, lineage, and compliance reporting. List Items is specific to Anaplan and Activity Log to Reltio — 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. Data Change Requests (DCR) Stewardship change proposals routed through approval workflows; read and written to feed or track governed edits to golden records. Versions is specific to Anaplan and Data Change Requests (DCR) to Reltio — each maps to any object or custom field on the other side.

How changes propagate between Anaplan and Reltio

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 Reltio 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 Reltio through its API, with automatic retries and rate-limit backoff.

Reltio Anaplan Interval-based propagation

DetectionStacksync polls Reltio for changes on an incremental schedule, reading only records changed since the previous pass. Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored.

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.
  • Reltio: Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
What ships with Anaplan ⇄ Reltio

Connect Anaplan and Reltio for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Anaplan–Reltio connection.

Real-time

Two-way sync

Changes in Anaplan or Reltio instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or Reltio 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 Reltio record.

Observability

Monitoring

Track your Anaplan ⇄ Reltio 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 Reltio.

How the Anaplan and Reltio 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

Reltio

Integration surface
Reltio REST API (Data API) — /entities, /relations, /interactions, /activities, plus Match, RDM (reference data), and Data Change Request endpoints; base URL https://{environment}.reltio.com/reltio/api/{tenantId}
Authentication
OAuth 2.0 bearer tokens obtained from Reltio's central auth server (POST https://auth.reltio.com/oauth/token, client-credentials or password grant, application/x-www-form-urlencoded) and sent as Authorization: Bearer <token>; access tokens expire after about 60 minutes and are renewed with a refresh token, and are scoped per API (entities_api, relations_api, interactions_api, configuration_api, graphs_api)
Change detection
Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored watermark. Reltio has no CDC log external tools consume; separately, Reltio's event streaming can publish entity change events (created, changed, removed) to a customer-configured message queue (Amazon SQS/SNS, Google Pub/Sub, Azure Service Bus, or Kafka), which is a queue feed rather than HTTP webhooks.
Capabilities
read · write
Rate limits
Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
How it works

How to connect Anaplan to Reltio — 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.

  1. 01

    Connect your apps

    Authenticate Anaplan and Reltio with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Anaplan connected
    Reltio connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Anaplan and Reltio 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Anaplan ⇄ Reltio
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Anaplan Reltio
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Anaplan and Reltio integration FAQ

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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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 415 integrations available for Anaplan and Reltio.

Popular · 7 of 415
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