🔍 What You’re Doing
You are importing a two-column CSV from Nexadata that contains:
CompanyName (child list items)
Segment (parent list items)
Anaplan allows you to create both the child list items and their parents directly in this import mapping screen. You do not need to pre-create parent list items or a separate parent list import.
✅ Summary of Steps
1. Start an Import into the Target List
From your list (e.g., Segment List or Company List):
Go to Data → Import…
Upload your Nexadata file
(e.g.,segment-hierarchy.csv)
2. Map the Source Columns to Build the Hierarchy
Column 1: CompanyName → Name
Column 2: Segment → Parent
This creates the parent list items and assigns each company to the correct Segment.
3. Set “Items uniquely identified by”
Leave it as:
Name or code
This is appropriate because your list items (CompanyNames) are unique.
4. Run the Import
Anaplan will automatically:
Create parents from the Segment column
Create child items from the CompanyName column
Build the full parent-child hierarchy
No additional steps needed.
5. Save and Rename the Import Action
Go to Model → Actions and rename the newly created import to something clear like:
Import Company–Segment Hierarchy from Nexadata
6. Verify the Results
In your list tree view:
You should see the three parent items: Strategic, Domestic, International
Each CompanyName should appear nested beneath the correct Segment
No orphan items or errors
