Skip to content
Accounting and finance ⇄ Marketing

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

Keep Anaplan and Rollworks 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Anaplan and Rollworks

Put revenue reality behind every campaign: Anaplan and Rollworks share the same customers, contacts, and billing status in real time, in both directions.

Anaplan records the money — who pays, how much, and whether they are current; Rollworks decides who hears from the business and what they hear. The two overlap wherever the same customers and contacts matter to both, and when that overlap is bridged by CSV exports or an overnight batch, campaigns target on stale billing data and finance works from lists marketing has already changed underneath it.

Stacksync syncs List Items, Versions, Import and Export Actions, Processes in Anaplan with Account Tiers, Accounts (TAL Items), Audience Segments, Campaigns in Rollworks field by field, in real time, and in both directions. You decide which system owns which fields — finance keeps the revenue and payment truth, marketing keeps consent and engagement — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Push approved plan and target numbers from Anaplan back to the CRM or compensation systems.
  • 02 Keep dimension lists (products, cost centers, territories) aligned with master data systems of record.
  • 03 Sync CRM Audience Segments from a database of emails through the Audience API so lists are populated for advertising without manual CSV uploads.
  • 04 Read campaign delivery and attribution metrics from the GraphQL Reporting API into Postgres or a warehouse for pipeline and spend reporting.

Common sync patterns

Consent and contact details stay aligned

Email, phone, address, and opt-out flags kept in either system stay consistent in the other, so every send and record honors the latest preferences.

One customer and contact list

Where both systems keep customer or contact records, an edit on either side propagates to the other, ending dual maintenance and the drift it creates.

Where Rollworks captures new people: clean records flow to finance

Registrants, form fills, or leads created in Rollworks create or update the matching customer or contact in Anaplan, so billing and reporting start from accurate details without re-entry.

What you can sync between Anaplan and Rollworks

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 Rollworks objects How this pairing syncs
Import and Export Actions Predefined data-movement definitions the Bulk API executes. Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. Import and Export Actions is specific to Anaplan and Account Tiers to Rollworks — each maps to any object or custom field on the other side.
Processes Ordered bundles of actions run as a unit during scheduled syncs. Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Processes is specific to Anaplan and Accounts (TAL Items) to Rollworks — each maps to any object or custom field on the other side.
Cell Data Individual intersections readable and writable through the transactional API. Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Cell Data is specific to Anaplan and Audience Segments to Rollworks — 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. Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Models is specific to Anaplan and Campaigns to Rollworks — 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. Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. Modules is specific to Anaplan and Ad Groups and Ads to Rollworks — 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. Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. Line Items is specific to Anaplan and Reporting and Attribution to Rollworks — each maps to any object or custom field on the other side.

How changes propagate between Anaplan and Rollworks

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

Rollworks Anaplan Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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.
  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Anaplan ⇄ Rollworks

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Anaplan or Rollworks 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 Rollworks record.

Observability

Monitoring

Track your Anaplan ⇄ Rollworks 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 Rollworks.

How the Anaplan and Rollworks 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

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works

How to connect Anaplan to Rollworks — 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 Rollworks 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
    Rollworks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Anaplan and Rollworks 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 ⇄ Rollworks
    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 Rollworks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Anaplan and Rollworks 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

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 354 integrations available for Anaplan and Rollworks.

Popular · 7 of 354
All Anaplan integrations All Rollworks integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own