The integration is designed to synchronize data between OnePlan and Smartsheet. Transforming Sheets in Smartsheet into Plans in OnePlan. Each row within Smartsheet will seamlessly translate into Schedule items within the OnePlan Work Plan. Conversely, the reverse process is also facilitated, allowing Plans within OnePlan to convert into sheets in Smartsheet, with any Scheduled items in the OnePlan Work Plan seamlessly becoming row items in Smartsheet.
To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan.
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Log into your OnePlan group using your OnePlan login credentials.
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Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.
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Navigate to the Integration section in the left-hand navigation panel.
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Next to the Authentication Keys section click the + Add Key button.
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Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD.
- Store the OnePlan group name and the Authentication Key securely. This grants access to your OnePlan group for any program. Please note that the key will no longer be visible after the page is refreshed.
Note: It's recommended to generate a new authentication key for every integration and assign a descriptive name to each key, enabling clear association with its corresponding integration. This practice enhances security, simplifies management, and facilitates easier tracking and troubleshooting.
Note
To generate an API Access Token account must have either Pro, Business, or Enterprise Plans.
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Log into Smartsheet.
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Go to Account > Apps & Integrations.
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Click on API Access.
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Click Generate new access token. A window will appear.
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Enter an API Access Token Name. Click Ok.
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The API Access Token will be generated on the next page.
OneConnect Setup Process
To complete the OneConnect setup, you need have Administrator or Editor privileges in the OneConnect group you wish to set the integration up in.
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Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai)
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Locate the OnePlan to Smartsheet integration. Click Configure.
OnePlan Connector
- Group Name
- Input the name of the OnePlan Group name you intend to integrate with.
- Authentication Key
- Paste the generated OnePlan Authentication Key obtained from OnePlan.
- Paste the generated OnePlan Authentication Key obtained from OnePlan.
- Additional Options
- Expand the section for additional configuration options.
- (Optional) Alternate OnePlan Environment URL
- If using an environment other than the default (https://my.oneplan.ai), select the appropriate URL from the available options:
- Test Connection
- Click Test to verify the correctness of the connection settings to OnePlan.
- A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
- Save Changes
- After verifying the connection, click Save to retain the configured settings.
Smartsheet Connector
- Username
- Enter the designated email used for accessing the Smartsheet environment.
- Note: It's recommended to use a service account for Smartsheet access.
- API Token
- Input the API Token associated with the Smartsheet environment intended for integration with OnePlan. See Generate a Smartsheet API Access Token for instructions.
- Additional Options
- Expand the section for additional configuration options.
- (Optional) Template ID
- Specify the Template ID to be utilized during the import and export of Sheets. See Locate a Smartsheet Template Id for instructions
- (Optional - Checkbox) Use Template
- If checked, a valid Template ID must be entered.
- Test Connection
- Click Test to verify the correctness of the connection settings to Smartsheet.
- A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
- Save Changes
- After verifying the connection, click Save to retain the configured settings.