Upload data to Anaplan Financial Consolidation monthly, or often, to ensure your company's financial records are up-to-date. 

For example, users need to upload Actuals for the Trial Balance to the financial consolidation system. This can be achieved through several methods: 

  • Setting up an ETL tool, such as Azure Data Factory Pipeline or DataBlend to automate the process on a schedule. Or,
  • Configuring manual imports that users can start as needed.