---
title: 'Applied Epic + Anaplan'
url: 'https://www.staging38.commercient.com/product/applied-epic-anaplan/'
date: '2026-06-19T09:56:58-04:00'
modified: '2026-06-19T09:56:58-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Anaplan, giving your team access to Applied Epic data directly within Anaplan. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Anaplan, feeding ERP financial, sales and operational data into Anaplan for reporting. The connection removes the need for manual data exports by feeding Applied Epic records into Anaplan automatically.

## What syncs

- Export Applied Epic Vendors and Spend Data to Anaplan
- Connect Applied Epic Purchase Orders Data to Anaplan Procurement Reporting
- Sync Applied Epic Period-End Financials to Anaplan Models
- Export Applied Epic Items and Cost Data to Anaplan
- Connect Applied Epic Payments Data to Anaplan Cash Flow Reports
- Sync Applied Epic Customer Segments to Anaplan for Revenue Analysis

## Why Commercient

### Inventory and supply chain reporting

Sync Applied Epic Inventory and Items data to Anaplan so operations teams can monitor stock turns, days of supply and replenishment performance.

### Margin and profitability analysis

Connect Applied Epic cost and pricing data to Anaplan so finance teams can model product margins, customer profitability and segment-level revenue performance.

### Accounts receivable reporting

Sync Applied Epic Invoices and Payments ageing data to Anaplan so finance teams can report on DSO, overdue balances and collection performance.

### Vendor and spend analysis

Export Applied Epic Vendors and Purchase Orders spend data to Anaplan so procurement and finance teams can analyse supplier costs, category spend and compliance.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Anaplan

Anaplan is a cloud-based connected planning platform for enterprise financial planning, sales forecasting, supply chain planning and workforce modelling.

## Frequently asked questions

### Can Applied Epic Items and Inventory sync to Anaplan?

Yes, Commercient can sync Applied Epic Items and Inventory to Anaplan so product data and stock information are current in both systems. Exact mapping depends on project scope.

### Does Commercient support two-way sync between Applied Epic and Anaplan?

Commercient can support bidirectional sync between Applied Epic and Anaplan when configured. Exact two-way capabilities depend on the systems involved and the integration scope.

### Can Applied Epic Price Lists sync to Anaplan?

Commercient can sync Applied Epic Price Lists to Anaplan when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Applied Epic and how Anaplan accepts pricing data.

### Can Applied Epic Vendors and Purchase Orders sync to Anaplan?

Commercient can support syncing Applied Epic Vendors and Purchase Orders to Anaplan when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

### How is the Applied Epic and Anaplan integration scoped and implemented?

Commercient scopes each integration based on the customer's Applied Epic and Anaplan configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.