Boomi Tips & Tricks

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At Anaplan, our mission is to change the way companies around the world align people and plans to market opportunities. Central to achieving this goal is successfully integrating your data from various external systems into Anaplan, including native connectors as well as connectors with the most popular ETL tools on the market.

Anaplan has built a connector to provide a graphical environment for connecting with any of Boomi’s library of connectors to other applications. Check out the Anapedia for more information on performing basic functions with the Boomi connector; in this post, we will demonstrate an example Boomi process to demonstrate some advanced ways to use this tool.

 

Multi-Module Import

Often, a need arises to import a subset of data into a list before it is possible to fill in a module. This is easily achievable if you prepare your import actions with a single sample CSV with the exact formatting that Boomi’s export will create.

This is a useful technique for handling an export of Salesforce opportunities. A single pull from Salesforce returns a CSV containing opportunity IDs as well as other data you track in Anaplan. Two successive upsert calls with the Anaplan Connector can add new opportunity IDs to an Anaplan list (useful for model-wide data integrity) then fill add the other information to a module.

Following this process has several upsides: a simpler Boomi process, a single query to Salesforce, and increased model-wide data integrity from the ability to make any opportunity id in the model match an item on the op ID list.

 

Calling a Process

Anaplan’s Boomi connector does not have native support for calling processes. Often, calling individual actions is all that’s needed, but some integrations demand more. Also, calling an Anaplan process instead of a collection of actions can reduce the burden of maintenance for IT professionals by allowing actions to be renamed and reordered without requiring change of the Boomi process.

To call an Anaplan process within your Boomi workflow, you must skirt the Anaplan connector, and instead use a Boomi HTTPS connector to call a process using our API. There is thorough documentation on Anaplan’s RESTful API, and supplemental information in the knowledge base.