SharePoint Lists to OnePlan Tasks

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.

1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai).

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

   

SharePoint Connector

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: Ensure that the provided username does not have Multi-Factor Authentication (MFA) associated with it. It is recommended to use a dedicated service account to access the SharePoint site. Best practice dictates one service account per integration to avoid data throttling and potential strategy failures by Microsoft. 
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. Additional Options
   • Expand the section for additional configuration options.
6. (Optional) Client Id
   • If using Modern Authentication, enter the Client ID generated from the SharePoint site.
7. (Optional) Client Secret
   • If using Modern Authentication, enter the Client Secret generated from the SharePoint site.
8. SharePoint List Names to Import
   • Enter the names of all lists intended for integration into OnePlan. It is crucial that these names correspond exactly to the front-end names of the respective lists in SharePoint.
9. (Optional – Checkbox) Only single list
   • If importing a single SharePoint list to OnePlan, check this box. This will 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. (Optional) If you are using an Entra service principle to connect to SharePoint
    • Click here to learn more about connecting SharePoint via Entra service principals.
    • Expand the section called Advanced Options
    • Check the "Use a Service Principal to connect to SharePoint Online" checkbox.
    • Click the Authorize button. (you must be a tenant administrator to do that)
12. 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.
13. Save Changes
    • After verifying the connection, click Save to retain the configured settings.

OnePlan Connection

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
   1. Expand the section for additional configuration options.
4. (Optional) Alternate OnePlan Environment URL
   1. 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 
5. Test Connection

   1. Click Test to verify the correctness of the connection settings to OnePlan.

   2. A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing
6. Save Changes

   1. After verifying the connection, click Save to retain the configured settings.