Welcome to the Anaplan connector guide. The Anaplan Connector in Savant allows you to seamlessly connect your Anaplan workspace and models to bring data exports directly into Savant.
Using this connector, you can securely authenticate to Anaplan, browse available export actions (reports), and import them into your Savant workflows for analysis or automation.
Features
Read the Exports created in Anaplan
Write Data to Anaplan
Requirements
Anaplan account with API access permissions.
Workspace ID and Model ID (explained below).
For JWT authentication: a valid private key and certificate uploaded to your Anaplan tenant.
Access to Exports configured in your Anaplan model (these define what data can be retrieved).
Connection Methods
Savant supports multiple connection methods including the below mentioned for secure access:
Database User
Token based
This step-by-step guide ensures you can efficiently set up your environment for optimal data integration.
Database User Method
Step 1: Finding Your Workspace ID and Model ID
Log in to Anaplan.
Open the workspace and model you want to connect.
Check the URL in your browser’s address bar:
https://us1a.app.anaplan.com/a/workspaces/{workspaceId}/models/{modelId}Copy both IDs from the URL.
Example:
https://us1a.app.anaplan.com/a/workspaces/8a8b8c8d8e8f8g8i/models/75A40874E6B64FA3AE0743278996850F
Here:
Workspace ID → 8a8b8c8d8e8f8g8i
Model ID → 75A40874E6B64FA3AE0743278996850F
Step 2: Connecting in Savant
Navigate to Connections → Add System → Anaplan.
Choose Basic Authentication
Inputs Required:
Username
Password
Workspace ID
Model ID
Token Based Authentication
Step 1: Get a Client ID
The Client ID is issued by your IT or Security Admin when a service account or integration is registered with Anaplan.
If your organization already has an Anaplan OAuth client or integration setup, ask for the Client ID associated with that account.
The Client ID uniquely identifies your integration when Savant authenticates with Anaplan.
Step 2: Get a Private Key and Certificate
Obtain an S/MIME client certificate from your organization’s Certificate Authority (CA) or a trusted public CA (not a server or code-signing certificate).
Export the certificate and private key in .PEM format:
The certificate should meet Anaplan’s X.509 and RSA-2048 requirements.
The Private Key (.pem) will be used in Savant; store it securely.
After obtaining the certificate, your admin must upload it to Anaplan under
Administration → Security → Certificates, and provide you the Certificate Name.For more info please refer to Anaplan's documentation
Step 3: Inputs Required in Savant:
Workspace ID
Model ID
Client ID
Certificate Name (as registered in Anaplan)
Private Key (.pem)
Create a Dataset from Anaplan
Datasets > Create Dataset >Source: Anaplan
Select your saved Anaplan connection
Savant auto-fetches your Exports (Reports) for that Model
Pick an Export, set file format/schedule if needed
Create Dataset >Savant runs the export and gets the data for you
Troubleshooting
Invalid credentials → Recheck username/password or token inputs.
Workspace or Model not found → Verify the IDs from the Anaplan URL.
No exports found → Ensure export actions are created and accessible in the selected model.
Unauthorized error → User or service account lacks API or model access; request admin access.
Invalid certificate or key → Confirm the certificate name in Anaplan matches the uploaded PEM, and the private key is in correct format.
Key mismatch → Ensure the certificate and key belong to the same pair.
Token expired → Reconnect or refresh the Anaplan connection in Savant.
Timeout or export failed → Large export or server delay; retry or reduce export size.
Export canceled or incomplete → Check export task status in Anaplan before retrying.
File not found → Export didn’t complete successfully; rerun the export.
Permission denied → Validate that the user has workspace-level “Run Export” permissions.
Incorrect file format → Use CSV for large data sets to avoid Excel size limits.
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