This integration aims to synchronize data between OnePlan and Asana. In Asana, Projects are brought into OnePlan as plans, and all sections with list items (tasks) are brought into the work plan Schedule. Conversely, the reverse process is also facilitated, with any Scheduled tasks in the OnePlan Work Plan seamlessly becoming tasks in Asana.

OnePlan

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan.

1. Log into your OnePlan group using your OnePlan login credentials.
2. Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.  
3. Navigate to the Integration section in the left-hand navigation panel.
4. Next to the Authentication Keys section click the + Add Key button.
5. Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD. 
6. 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.

Asana Setup

Generate a Personal API Token

To generate a Personal API Token in Asana, the account needs to have access to the Asana environment. We recommend the account generating the Personal API Token be treated as a Service Account, as the integration will fail should the user no longer be part of the Asana environment.

1. Log into Asana.
2. Navigate to https://app.asana.com/0/my-apps.
3. Click Create new token. A new window will appear.
4. Give the API Token a unique Name.
5. Check I agree to the Asana API Terms.
6. Click Create Token.
7. The second field is called Token, click Copy.
8. Click Done.

Note: Regenerating a Personal API Token will break the integration. The new token will have to be updated in the integration configuration.

Finding your Project Ids

To locate the Project Id that you wish to use as a template for the fields to sync. If no project Id is listed, only the first 25 projects will be queried from the organization for the list of possible fields to sync.

1. Within Asana, navigate into the project you wish to use.
2. Go to the URL, the Id will be at the end:  https://app.asana.com/0/1200240071476988/1205110117510486

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.   

1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai).
2. Navigate to Asana to OnePlan. Click the tile to begin the integration setup. 

OnePlan Connector

1. Group Name
   • Input the name of the OnePlan Group name you intend to integrate with.
2. Authentication Key
   • Paste the generated OnePlan Authentication Key obtained from OnePlan.
3. Additional Options
   • Expand the section for additional configuration options.
4. (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:
     • https://au.oneplan.ai
     • https://ca.oneplan.ai
     • https://eu.oneplan.ai
     • https://us.oneplan.ai
5. (Optional) OnePlan Default Plan Type
   • Specify a default plan type if the integration does not automatically provide a plan type for plan-level work items in OnePlan. Enter a single value for this purpose.
6. 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.
7. Save Changes
   • After verifying the connection, click Save to retain the configured settings.

Asana Connector

1. Personal API Token
   • Provide the personal API token to access the Asana environment. For more information on how to generate a Personal API Token, please navigate to Generate a Personal API Token.
2. Project Id(s)
   • Specify the project Id to be utilized during the import and export. This is used for querying fields available for field mapping. See Finding your Project Ids for instructions.
3. Test Connection
   • Click Test to verify the correctness of the connection settings to Asana.
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
4. Save Changes
   • After verifying the connection, click Save to retain the configured settings.