Create a connection between an Anaplan module and a Google worksheet. You can work with your data in that worksheet, or clone the connection to work with your data in a new worksheet.
The Google Sheets Add-on is in early access (EA), and is only available to participants of the EA program.
Find out more about early access or how to register your interest in our current EA programs.
You can connect each worksheet to a different saved view, and you can connect each saved view to more than one worksheet.
Model builders create saved views in Anaplan. You can connect to the default view or a saved view.
You can only use the Add-on in a spreadsheet if you're the connection owner for that spreadsheet. If you are not the connection owner, the Add-on features are greyed out, and a message displays the name of the connection owner in the sidebar. You can ask the connection owner to create or clone the connection, or create a new connection yourself in another spreadsheet.
Read-only and read-write connections
You can choose to create either a read-only connection or a read-write connection.
Read-only connections enable you to work with your Anaplan data in Google Sheets. When you make changes this does not update the data in your Anaplan model. You can refresh your connection to update your worksheet with the latest Anaplan data at any time.
Read-write connections enable you to update Anaplan with the changes you've made in Google Sheets. You can still refresh your data to get the latest Anaplan values. You can also use the Send and refresh function to update Anaplan with data from your worksheet.