Trello Integration - Integration Setup

This integration aims to synchronize data between OnePlan and Trello. In Trello, Boards are brought into OnePlan as plans, and all cards are brought into the work plan schedule as tasks. Boards are organized into Workspaces in Trello. Conversely, the reverse process is also facilitated, with any scheduled tasks in the OnePlan work plan seamlessly becoming cards in Trello under the list specified in the task.

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.

Trello Setup

Generate an API Token

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

1, Logged in as the service account, navigate to https://trello.com/power-ups/admin

2, Create a new Power-Up by clicking the New button.

3, When creating a new Power-Up/Integration, fill in the applicable fields:

Name of the Power-Up/Integration
Workspace selection
Email and support contact information
Author (your name)

4, Click Create.

5, After you created the Power-Up/Integration, you’ll be navigated to the API keys page. Click on Generate a new API key.

6, A warning popup will appear, review the content and click on Generate API key.
7, Upon generating the API key, copy it and save that for later use.

8, Click the Token link to open the authorization page.

9, Once the authorize access page is shown, click on Allow to generate the API token.

10, Next, a page will be shown that contains the newly generated API token. Copy this token and use it in combination with the API key captured in step 7 to configure the OneConnect integration.

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

Finding your Board Id

To locate the Board Id that you wish to use as a template for the fields to sync, you can leverage the following steps.:

1. Within Trello, navigate into the board you wish to use as a field template.
2. Go to the URL and add .json to the end.
3. In the response, you will find your board Id as the id field.

If no board Id is listed, only the first 25 boards will be queried for the list of possible fields to sync.

OneConnect Setup Process

To complete the OneConnect setup, you need to 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 Trello to OnePlan.
3. 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 items in OnePlan. Enter a single value for this purpose. In order to provide a plan type value for each plan, the Portfolio Plan type field must be mapped in the field mappings.
6. Test Connection
   • Click Test to verify that a successful connection can be made 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.

Trello Connector

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