Tabular Data to OnePlan Financial Planner Integration - Integration Setup

This integration is designed to streamline the process of importing financial data into the OnePlan Financial Planner using a CSV UTF-8 file. Specifically, it facilitates the importation of financial data for cost categories or detail rows within the planner. 

Complete Prerequisites

Please make sure you complete the prerequisite before you proceed with the install.

At minimum you will need:

A unique ID for each plan that you can use to identify them in your source data.

A comma separated value (CSV UTF-8) file with the source data you want to import into the financial planner.

Please review our Configuration and Best Practices article.  

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. Click on the Add Integration button.
3. Navigate to Tabular Data to OnePlan.

4. Click on the tile. 

   

5. Find the "Tabular Data to OnePlan Financial Planner" integration option and click Configure. 

Tabular Connector

1. Authorize button: This button must be authenticated by a Microsoft Tenant Administrator. This is required for the service principle connection. Please review this article for more information. 
2. SharePoint or OneDrive URL
   • Enter the SharePoint/OneDrive URL where the file is located (e.g., https://{OrganizationName}.sharepoint.com/sites/{SiteName}).
3. Folder Path
   • Enter the folder path where the file is located.
4. Additional Options
   • Expand the section for additional configuration options.
5. Financial Cost Import File Name
   • Enter the file name to be used for the Financial Planner (i.e., FinancialImport.csv).
6. (Optional - Checkbox) Use Last Modified File instead of File Name
   1. Used only when connecting to OneDrive. When checked the last edited file will be used from the specified location.
7. Test Connection
   • Click Test to verify the correctness of the connection settings to SharePoint/OneDrive.
   • 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.

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. Do not create custom cost categories for plans
   • By default, the integration will attempt to create custom cost categories if the one in the source file is missing from OnePlan. Turn if off if you want to skip any records in the source file that does not have a matching cost category in OnePlan.
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.

Best Practices and Recommendations 

Before you run the integration, please make sure you review the configuration article.

• Financial Plan Template Detail Rows Sample.csv334 Bytes