1. Data integration
  2. Anaplan Data Integration
  3. CloudWorks
  4. Configure a process

Configure a process to combine import, export, or delete actions into a single run.
Your process cannot include the Optimizer service

CloudWorks processes now offer model-to-model imports.


If your integration export is from a model list that has Selective Access enabled:

  •  Make sure that your workspace administrator has granted the list Internal (Full Access).
  •   Internal (Full Access) is a type of Selective Access that represents integration service. 


To configure a process:

New integration and process drop-down menu.
  1. Select Integrations & Processes from the left menu.
  2. Select New integration / process on the right.  
  3. Select Process from the dropdown. 
  4. Complete the dialog entries:
    • Enter a Name, and select your Workspace, Model, and Action from the drop-down menus.
      Use a unique name that starts and ends with a letter or number. You can include spaces, hypens (-), and underscores (_), but no other special characters.
      The limit is 60 characters. 
  5. Select a connection from the Connection column for each process action.
  6. Select the Data source (per import) or target (per export) for each process action.
    • To overwrite the download file from a previous export, select Overwrite file on the right. 

      Note: If your process only contains a model-to-model import, the columns Connection and Data source or target will appear blank. This is because there's no cloud connection, source, or target required.
  7. Select Create to accept and apply your settings for your new process.
Dialog for a new process.