This article details the default field mappings and scheduled strategies installed with the Wrike with OnePlan integration.
Integration Information
OnePlan Changes
Once the install is complete, three things will occur in the OnePlan integration page:
- Integration Line-Item Creation.
- Wrike Availability in Connected Systems.
Integration Line-item Details
Each entry in the Integration section provides an overview of OneConnect Integrations associated with the OnePlan Work Plan, offering a comprehensive list of connected systems.
Identifying Connected Systems
Any item connected to Wrike will display the Wrike icon on both the My Portfolio page and the Work Plan Backlog page, indicating the association between plans/tasks and Wrike.
Connecting Items
To link an item from OnePlan to Wrike:
- Navigate to the Work Plan – Backlog page.
- Click on the plug icon (Connected Systems Icon).
- Select the option to connect to an existing item in Wrike.
Once connected, the Connected Systems window allows for Import, Export, or Opening of the Wrike plan-level item.
Default Field Mappings
Plans - Projects
| OnePlan Fields | Wrike Fields | Direction | Notes |
| Name | Title | Both | Required |
| Owner | OwnerIds | Both | Required |
| Description | Description | Both |
Tasks - Tasks
| OnePlan Fields | Wrike Fields | Direction | Notes |
| Assigned To | ResponsibleIds | Both | |
| Due | Due | Both | |
| Effort | Effort | Both | |
| Name | Title | Both | Required |
| Parent Id | ParentId | Both | Required |
| Start | Start | Both | |
| Task Dependencies | DependencyIds | Both |
Lookup Tables – Lookup Tables
| OnePlan Fields | Wrike fields | Direction | Notes |
This table is intentionally left blank.
Available Strategies
OnePlanUpdate
Publish data from Wrike to OnePlan.
This strategy has a filter within the Wrike - OnePlan > Projects – Plans section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into OnePlan. If this filter is removed (and not replaced with an alternative filter), all items will be brought into OnePlan.
This strategy will bring in all Wrike projects as plans into OnePlan. Any workspaces the personal access token has access to will be used to find projects. The strategy will also import all tasks associated to the projects into the Schedule in OnePlan. This strategy efficiently processes multiple records simultaneously. Additionally, for consistency and accuracy alignment between Wrike and OnePlan, the strategy will automatically remove tasks from OnePlan if they are deleted in Wrike. This deletion specifically applies to tasks and does not affect plans within OnePlan.
Filters can be applied to this strategy on the Wrike -> OnePlan section, within the Projects -> Plans table.
OnePlanPublish
Publish data from OnePlan to Wrike.
This strategy has a filter within the OnePlan - Wrike > Plans – Projects section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into Wrike.
Filters can be applied to this strategy on the OnePlan -> Wrike section, within the Plans -> Projects table.
SynchLookups
Sync lookups from Wrike to OnePlan.
This strategy will sync over choice field values on Wrike that are mapped in the Lookup Tables field mappings to a choice field in OnePlan.