How to Add and Remove Integrations in OnePlan

Direct Answer: How to Add and Remove Integrations in OnePlan

To add an integration in OnePlan, go to Configuration > Integrations, confirm that the OneConnect Environment matches your OnePlan environment, and select the + icon next to Integrations. The OneConnect Express Installer opens and connects OnePlan to a OneConnect group. To remove an integration, select the Delete icon next to it in the Integrations list.

What This Article Covers: Adding and Removing Integrations

This article explains how to read the Integrations list, select the correct OneConnect Environment, add an integration from Configuration > Integrations, and remove an integration you no longer use.

What you will accomplish By the end of this article, you will be able to add an integration to your OnePlan group and remove one that is no longer needed.

Before You Begin: Adding an Integration

Before you begin, make sure you have:

A OnePlan account with administrator access to Configuration
Tenant approval completed by a Microsoft 365 tenant administrator. See How to Approve OnePlan Integrations for Your Microsoft 365 Tenant.
The OneConnect Environment that matches your OnePlan environment (for example, a my.oneplan.ai environment uses my.oneconnect.ai)

Why This Matters: Integrations and OneConnect Environments

Context: The Integrations List

The Integrations section lists every integration installed in your environment. The System column shows the connected system, such as Microsoft Teams, Azure DevOps, Jira, or Microsoft Planner Premium. The List column shows the type of OnePlan list the integration uses, such as Plan, Backlog, or Schedule.

Context: Matching OneConnect and OnePlan Environments

Your OnePlan environment should match your OneConnect environment. When you sign in to OneConnect, authentication is handled through OnePlan. If the environments do not match, the authentication request can be sent to the wrong site, which can cause failed sign-ins, access issues, or the inability to manage integrations. The OneConnect Environment selection also determines which environment the linked OneConnect group is created in.

Context: Linking to a OneConnect Group

When you add an integration from OnePlan, the Express Installer links your OnePlan group to a OneConnect group. For a full walkthrough of the installer, see Express Installer. Linked groups simplify permissions and integration installation. Not all integrations are available through the Express Installer.

Step-by-Step: Adding and Removing Integrations in OnePlan

Task: Select the OneConnect Environment

Starting from OnePlan:

Go to Configuration > Integrations.
In the OneConnect Environment list, select the environment that matches your OnePlan environment (for example, my.oneconnect.ai).

Task: Add an Integration

Starting from Configuration > Integrations:

Confirm the OneConnect Environment is correct.
In the Integrations section, select the + icon. The Express Installer opens.
Connect OnePlan to a OneConnect group: - No existing OneConnect group — If no one from your tenant has signed in to OneConnect, or all existing groups are already linked, a form opens to create a new OneConnect group. The new group is linked to your OnePlan group automatically. - One unlinked OneConnect group — The group is linked to your OnePlan group automatically. - Multiple unlinked OneConnect groups — Select the OneConnect group to link from the list.
Select the integration you want to install and complete the installer steps.

The new integration appears in the Integrations list.

Integrations List.png

‼️Important: You can also start the Express Installer from the Integration icon in the Work Plan by selecting ADD INTEGRATION.

Task: Remove an Integration

Starting from Configuration > Integrations:

In the Integrations list, find the integration you want to remove.
Select the 🗑️ Delete icon next to it.
To remove the integration completely, also remove it in OneConnect.

Note: Deleting an integration in OnePlan does not delete it in OneConnect. The integration still exists in OneConnect until you remove it there.

Note: Add users to a OneConnect group only after linking it to a OnePlan group. Only users from the linked OnePlan group can access a linked OneConnect group.

Frequently Asked Questions: Adding and Removing Integrations

Q: How do I add an integration in OnePlan? A: In OnePlan, go to Configuration > Integrations, confirm the OneConnect Environment, and select the + icon next to Integrations. Follow the Express Installer to link a OneConnect group and install the integration.

Q: What is the OneConnect Environment setting in OnePlan? A: In OnePlan, the OneConnect Environment setting on Configuration > Integrations selects which OneConnect environment your integrations use. It should match your OnePlan environment, for example my.oneconnect.ai for a my.oneplan.ai environment.

Q: What happens if my OneConnect and OnePlan environments do not match? A: In OnePlan, mismatched environments can send the sign-in request to the wrong site. This can cause failed sign-ins, access issues, or the inability to manage integrations.

Q: Why is an integration missing from the OnePlan Express Installer? A: In OnePlan, not all integrations are available through the Express Installer. Install those integrations directly in OneConnect.

What to Do Next: Adding and Removing Integrations

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