Anaplan

Anaplan is a cloud-based platform that provides business planning and performance management solutions. It enables organizations to create, collaborate, and share business plans and models in real-time. This document describes how to connect IBM watsonx Orchestrate to Anaplan and use its skills on watsonx Orchestrate.

Connecting to Anaplan

Connect to the app according to the credential type that you or your team want to use.

If you want to connect the app to the Orchestrate Agent skill set, skill sets from AI assistants, or the Team skill set with Team credentials, refer to Managing app connections.

If you want to connect to the app to the Personal skill set or the Team skill set with Member credentials, refer to Connecting to apps.

Configuring the connection on watsonx Orchestrate SaaS

To connect watsonx Orchestrate to Anaplan, complete the following steps:

  1. Click Connect app. You are redirected to the Anaplan login page.

  2. Specify the Email address and Password.

    • Email address: The email address used to log in to Anaplan.
    • Password: The password for the specified email address.

  3. Click Continue.

    After you successfully connect to the Anaplan app, you are redirected to watsonx Orchestrate.

Note: If you already have an active Anaplan connection in your browser, that connection is used for the authentication. To connect to a different Anaplan, log out of watsonx Orchestrate first.

Configuring the connection on watsonx Orchestrate on-premises

To connect watsonx Orchestrate to Anaplan, complete the following steps:

  1. Click Connect app.

  2. Specify the following connection details:

    • Access token: The access token generated from the application client ID and client secret.
    • Refresh token: The refresh token generated from the application client ID and client secret.
    • Client ID: The unique identifier of your Anaplan client application. Get the client ID from your Anaplan account user interface.
    • Client secret: The client secret of your Anaplan client application. Get the client secret from your Anaplan account user interface.

  3. Click Connect app.

Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

What to do next

After you connect to the app, you can use the Anaplan skills. For more information see, Using the chat.

To learn about the available skills, see List of prebuilt apps, skills and skill flows.

Parent topic:

→ Connecting to apps