P2MAP Integration - Integration Setup

This integration aims to synchronize data between OnePlan and P2MAP. In P2MAP, projects are created from OnePlan as plans.

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.

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 OnePlan to P2MAP.
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. OData ID
   • OData URL for your OnePlan group. You can find this on the integration page in the OnePlan configuration. Please review this page for more information. 
6. OnePlan OData Table Names (comma separated)
   • Leave this as "Costs".
7. 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.
8. Save Changes
   • After verifying the connection, click Save to retain the configured settings.

P2MAP Connector

1. Username
   • Provide the username that will be used to access the P2MAP environment.
2. Password
   • Provide the password for the account.
3. Test Connection
   • Click Test to verify the correctness of the connection settings to P2MAP.
   • 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.