Integrations Settings in OnePlan - Overview

Direct Answer: What Are the Integrations Settings in OnePlan?

The Integrations settings in OnePlan, found at Configuration > Integrations, let administrators control how external tools connect to OnePlan. The page includes Authentication Keys, a tenant approval link, Events, the OneConnect Environment selector, the Integrations list, and Reporting Info.

What This Article Covers: Integrations Settings

This article describes each section of the Integrations page in Configuration and links to the article that explains how to use it.

Who This Article Is For: Integrations Settings

This article is for OnePlan administrators who configure integrations, reporting connections, and API access. Some tasks also require a Microsoft 365 tenant administrator.

Why This Matters: Integrations Settings

Integrations, reporting tools, and backups all connect to OnePlan through the settings on this page. Understanding each section helps you control which tools can access your data, how long that access lasts, and which environment your integrations run in.

Understanding Integrations Settings in OnePlan

Integration Settings Overview.png

Authentication Keys

Authentication keys let external tools access OnePlan APIs. The Authentication Keys list shows each Key Name and its Expiration. Each key has an expiration date and scopes that limit what it can access. See How to Create and Rotate Authentication Keys in OnePlan.

Tenant Approval

A message below the Authentication Keys list contains a here link that a Microsoft 365 tenant administrator selects to approve integrations for the whole tenant. See How to Approve OnePlan Integrations for Your Microsoft 365 Tenant.

Events

Events run a URL or integration strategy when something happens in Work Plan, Process Flow, Resources, or Status Reports. See How to Add an Event in OnePlan.

OneConnect Environment

The OneConnect Environment list selects the OneConnect environment your integrations use. It should match your OnePlan environment. See How to Add and Remove Integrations in OnePlan.

Integrations

The Integrations list shows each installed integration by System and List. Select the + icon to open the Express Installer and add an integration, or use the Delete icon to remove one. See How to Add and Remove Integrations in OnePlan and Express Installer.

Reporting Info

Reporting Info displays the OData feed URL for your OnePlan group. Use it with an authentication key that has the OData scope to connect reporting tools. See Set Up OnePlan OData Reporting.

Frequently Asked Questions: Integrations Settings

Q: Where are the Integrations settings in OnePlan? A: In OnePlan, go to Configuration and select Integrations in the left navigation.

Q: What can I do on the Integrations page in OnePlan? A: In OnePlan, you can create authentication keys, approve integrations for your Microsoft 365 tenant, add events, select the OneConnect Environment, add or remove integrations, and find the OData reporting URL.

Q: Where do I find the OData feed URL in OnePlan? A: In OnePlan, the OData feed URL is displayed in the Reporting Info section of Configuration > Integrations.

What to Do Next: Integrations Settings

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