OneCloud

OneCloud for Anaplan Quick Start

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OneCloud has some very convenient features to help with the integration, automation, and management of your Anaplan environment. These features can be combined with a variety of touchpoints that OneCloud has with other technologies including Salesforce, Workday, Google Drive, Box, NetSuite, and relational databases.

This Anaplan-focused quick start guide will walk you through setting up OneCloud so that it is optimized to work with Anaplan. Not all sections need to be completed, but some do build off of work from completed prior sections.

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How do I get access to OneCloud?

We have made it easy for people interested in OneCloud to get access. Simply visit https://app.onecloud.io/new-user to spin up your own full-use trial of OneCloud.

If your company is already a OneCloud customer and you would prefer to use your primary OneCloud environment for this tutorial, then please contact your OneCloud system administrator to ensure you are added to a security group with Workspace administrator access. Please contact [email protected] if you require additional guidance.

TaskSummaryTime EstimateRequired
Configure your OneCloud WorkspaceCreate Workspace variables and create environments for LCM.5mYes
Create an Anaplan ConnectionCreate a standard connection to Anaplan to exchange data, run actions and processes and perform other administrative tasks.10mYes
Create a Relational ConnectionCreate a connection to either an Oracle or SQL Server relational database to query, load and execute commands.5mOptional
Create a Salesforce ConnectionCreate a connection to Salesforce to directionally exchange data.5mOptional
Load Data from a Flat FileLoad a sample text file to Anaplan as a staging Import Data Source.10mOptional
Simple Flat File TransformationAdd a column for a unique ROW ID and strip a column in the flat file.10mOptional
Upload relational data to AnaplanLoad a sample data set from a relational database to Anaplan as a staging Import Data Source.10mOptional
Salesforce to Anaplan via Custom ReportLoad a sample Salesforce custom report to Anaplan.15mOptional
Salesforce to Anaplan via SOQL QueryLoad Salesforce data to Anaplan via Salesforce Object Query Language (SOQL).15mOptional
Anaplan to Salesforce Bulk UpdateExport updated Opportunity data in Anaplan to Salesforce.25mOptional
Execute Actions and ProcessesSee how to use OneCloud to automate Anaplan Import and Export Actions and Processes.20mOptional
Chain PromotionLearn how to promote a chain from one environment to the next.10mOptional

Updated 6 months ago

OneCloud for Anaplan Quick Start


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