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Set up the Microsoft 365 Planner integration

  • Updated

This article explains how to set up the integration between your OnePlan environment and Microsoft 365 Planner.

Get an integration key from OnePlan

Note

You must have administration access to get an integration key from OnePlan.

  1. Log into OnePlan.

  2. Click the Settings icon Settings.png to access the Admin pages.

  3. Go to Integrations.

  4. In Authentication Keys, click Add Key. The Add Key form will open.

  5. Enter a name for the new key in the Key Name field (e.g. "Project for the Web"). Click Add to generate a new key.

    Integration_Key_Generation.svg

  6. Save the key name and generated key in a secure location (e.g. copy/paste into a protected OneNote notebook) for use in the OneConnect configuration.

    Integration_Key_Copy.svg

    Note

    Once you navigate away from the OnePlan admin page, the new key is encrypted.

Set up the integration in OneConnect

  1. In Integrations, click New External Integration. You will be redirected to my.oneconnect.ai.

    Integration_Add_External.svg

  2. Under Integrations for OnePlan, select OnePlan and M365 Planner. Click Configure. The integration configuration settings will open.

    OnePlanM365Planner.png

  3. Configure the OnePlan and Microsoft 365 Planner integration.

    1. Complete the OnePlan configuration section.

      • OnePlan Group Name: Enter the name of the OnePlan group that you are connecting to.

      • Authentication Key: Enter/paste the OnePlan Key that you saved from the earlier OnePlan Setup steps.

      • (Optional) OnePlan URL: For clients that have their oneplan.ai hosted outside of the United States, please enter the OnePlan URL used

        Note

        Options currently are: https://au.oneplan.ai, https://ca.oneplan.ai, https://eu.oneplan.ai.

      OnePlanKey.png

    2. Click Next.

      Note

      The M365 Planner section will open. You will skip the Integrators section. There is no set up required in the Integrators section.

    3. Complete the M365 Planner configuration section.

      • Click Authorize

      • Check the select this checkbox to allow updates to Office 365 planner tasks

      3f6368dc-22ff-4ad8-9a4d-28b9331ee5f3.png

    4. Click Next.

Integration Information

Functionality

This integration has two main use cases for functionality.

  1. Create or Update plans from OnePlan as a Plan in Microsoft 365 Planner.

  2. Create or Update tasks from Microsoft 365 Planner into OnePlan schedule.

Scheduled Jobs

*Microsoft 365 Planner currently does not support scheduled jobs.

  1. OnePlanUpdate

    • Synchronize plans and tasks from Microsoft 365 Planner to OnePlan

  2. OnePlanPublish

    • Synchronize OnePlan plans and tasks into Microsoft 365 Planner as plans and tasks

Default Field Mapping

Plans (OnePlan) <--> Plans (Microsoft 365 Planner)

OnePlan Fields

Microsoft 365 Planner Fields

Direction

Name

Project Name

Both

Owner

Owner

Both

Tasks (OnePlan) <--> Tasks (Microsoft 365 Planner)

OnePlan Fields

Microsoft 365 Planner Fields

Direction

Name

Task Name

Both

StartDate

Start Date

Both

EndDate

Due Date

Both

% Done

% Complete

Both

Assigned to

Assigned to

Both

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