In Anaplan Add-on for Google Sheets, use Send and refresh to update Anaplan with changes you make to a read-write connection.

You must create your connection as a read-write connection. Read-only connections cannot send data to Anaplan.

You can only update Anaplan with data from cells that are editable in Anaplan. Values in editable cells display as blue. Values in read-only cells display as black. You can edit values that display as black in your worksheet, but the changes cannot be submitted to the read-only cells in Anaplan.

If you cancel a refresh before the data download finishes, the data that displays in your worksheet is inconsistent with the Anaplan model. Complete a full refresh to make sure the data in your worksheet aligns with the Anaplan model.

Send and refresh conflicts

When you send and refresh, conflicts may occur between the data in Google Sheets and the data in Anaplan. For example, if a cell has a number format in Google Sheets, but a Boolean format in Anaplan. If you enter a value of 2,000 into the number-formatted cell in Google Sheets, the Boolean-formmatted cell in Anaplan cannot accept this value.

Some conflicts can be resolved, and others can be avoided, if you prepare your data before you submit. Learn how to prevent or resolve send and refresh conflicts that cannot be addressed in the wizard.

Send and refresh a read-write connection

Send and refresh may have one or two stages. This depends on the nature of the changes made in Google Sheets and any changes that have been made in Anaplan. To send and refresh your data:

  1. Compare current Google Sheets data with the data from the previous connection.
  2. Resolve conflicts between Google Sheets data and Anaplan data.

Compare data

Note: If you've only made changes to cells that are read-only in Anaplan, this does not register as a change until you select Submit. When you try to submit the data the change is detected as a conflict.

To compare the current data with the data from the last time you connected to Anaplan, select Send and refresh

The add-on compares your data with Anaplan. A table displays value changes and data conflicts since the last time you created the connection, or the last time the data was refreshed. 

The table displays:

  • Change location
  • Previous value
    The value of the cell at the last refresh, or when the connection was created if the worksheet has not been refreshed. 
  • Current value

If there are no value changes or conflicts, select Cancel and return to your worksheet. If there are value changes in your worksheet but no conflicts, you can:

  • Select Submit to update Anaplan with your changes.
  • Select Refresh all data to replace all values and cell formats in your worksheet with Anaplan data. 
  • Select Cancel to return to your worksheet with no data change. 

Resolve conflicts

When you submit data as part of a send and refresh, and there's a conflict between Google Sheets data and the data in Anaplan, a table displays:

  • Value changes or conflicts. 
  • Google Sheets value
  • Anaplan value.

By default, the table displays all changes. You can toggle between Show all changes and Show conflicts using the button in the top-right corner of the wizard.

Value changes that can be submitted display in black. Value conflicts, where you must choose between the Anaplan data and the Google Sheets data, display in orange. Format conflicts and other conflicts that cannot be resolved within the wizard display in red.

Hover over any conflicts to see more information.

Value conflicts

If only value conflicts display, you can resolve these by choosing to accept either Google Sheet values or Anaplan values.

To resolve value conflicts:

  • Select Apply my changes to update Anaplan with your changes.
  • Select Refresh all data to replace all values and cell formats in your worksheet with Anaplan data.
  • Select Cancel to return to your worksheet with no change to your data.

Other conflicts

Other conflicts cannot be resolved in the wizard. You may be able to resolve them if you select Cancel to exit the wizard and make changes in Anaplan or Google Sheets, then try again. Learn how to prevent or resolve send and refresh conflicts that cannot be addressed in the wizard.

If there are format conflicts, but the current values are compatible with the format used in the previous connection:

  • Select Apply Anaplan format to apply the Anaplan formats to conflicted cells in the worksheet.
  • Select Refresh all data to replace all values and cell formats in your worksheet with Anaplan data. 

For format conflicts where the current values are incompatible with the format used in the previous connection, a mixture of conflicts, value changes and conflicts, or non-format conflicts, such as if you do not have access to the cell in Anaplan or the cell has become read-only:

  • Select Refresh to update compatible values in your worksheet with Anaplan data. 
  • Select Refresh all data to replace all values and cell formats in your worksheet with Anaplan data. 

If the data in Anaplan has changed since the previous connection and the changes conflict with the current Google Sheets data:

  • Select Submit to update Anaplan with your changes. 
  • Select Refresh all data to replace all values and cell formats in your worksheet with Anaplan data. 

Disclaimer

We update Anapedia regularly to provide the most up-to-date instructions.