SharePoint Lists to OnePlan Tasks

1. Log in to your OnePlan group with your Office365 account.

2. Open the Admin pages by clicking on the Settings gear.

3. Select Integration in the admin navigation.

4. Click the + (plus) icon in the Authentication Keys section.

5. Save the OnePlan Group Name and the Authentication Key somewhere safe as this will give any program access to your OnePlan Group. The Key will no longer be viewable once the page refreshes.

1. Go to https://my.oneconnect.ai

2. Click on the SharePoint Lists to OnePlan Tasks integration tile. Click the Configure button.

   

SharePoint Section

1. SharePoint URL: Enter the SharePoint URL where the file is located (e.g., https://{OrganizationName}.sharepoint.com/sites/{SiteName}). Note: Currently, we do not support SharePoint Server.
2. Username: Enter the username.
   • Note: The username must not have Multi-Factor Authentication (MFA) associated with it. Because of this, we encourage a service account to be used to access the SharePoint site.  It is standard best practice to have a single service account associated with a single integration. When service accounts are connected to multiple integrations, Microsoft has been known to throttle data which can lead to strategy failures. 
3. Password: Enter the password.
4. (Optional - Checkbox) SharePoint Modern Authentication: For more information on how to set up SharePoint Modern Authentication. If this box is checked, please enter the Client Id and Client Secret in the Additional Options section.
5. Expand Additional Options.
6. (Optional) Client Id: Enter the Client ID generated from SharePoint site. To be used with the Modern Authentication checkbox.
7. (Optional) Client Secret: Enter the Client Secret generated from SharePoint site. To be used with the Modern Authentication checkbox.
8. SharePoint List Names to Import (Comma separated): This is where the names of all lists are entered that will be brought into OnePlan. The names need to match the front-end name of the list that will be brought over. To find the front-end name of the list, go to the SharePoint Site -> Settings icon -> click Site Contents. The list name on this page is what is typed in this box. Not the individual item name in each list.
9. (Optional – Checkbox) Only single list: This box should be checked if the client does not wish to add the SP List ID field mapping to their integration. 
10. (Optional) Email Copy To: To include someone else that is not already being notified of this integration status, enter the email here.
11. Click Test to ensure that the connection settings to SharePoint are correct. A small notification of Connected Successfully should appear towards the top right of the page.
12. Click Save.

OnePlan Section

1. Group Name: Enter the OnePlan Group name you will be integrating into
2. Authentication Key: Enter the OnePlan Authentication key generated from OnePlan.
3. Expand Additional Options.
4. (Optional) Alternate OnePlan Environment URL: If using an alternative environment than https://my.oneplan.ai, please select the appropriate URL here.
   • Note: Options currently are: https://au.oneplan.ai, https://ca.oneplan.ai, https://eu.oneplan.ai

5. Click Test to ensure that the connection settings to OnePlan are correct. A small notification of Connected Successfully should appear towards the top right of the page.

6. Click Save.