SharePoint Lists to OnePlan Plans

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.

To complete the OneConnect setup, you need have Administrator or Editor privileges in the OneConnect group you wish to set the integration up in. 

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 Plans integration tile. Click Configure.

   

SharePoint Connector

1. Authorize button: This button must be authenticated by a Microsoft Tenant Administrator. This is required for the service principle connection. Please review this article for more information. 
2. SharePoint URL

   • Enter the SharePoint URL where the file is located (e.g., https://{OrganizationName}.sharepoint.com/sites/{SiteName}). 

     Note: We do not support SharePoint Server. 

3. Additional Options
   • Expand the section for additional configuration options.
4. 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.
5. (Optional - Checkbox) Check this box if only single list specified
   • If importing a single SharePoint list to OnePlan, check this box. This will add the SP List ID field mapping to their integration. 
6. (Optional) Email Copy To
   • To include someone else that is not already being notified of this integration status, enter the email here. 
7. Test Connection
   • Click Test to verify the correctness of the connection settings to SharePoint. 
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
8. Save Changes
   • After verifying the connection, click Save to retain the configured settings.

OnePlan Connector

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
   • Expand the section for additional configuration options
4. (Optional) Alternate OnePlan Environment URL
   • 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. (Optional) OnePlan Default Plan Type
   • Specify a default plan type if the integration doesn’t automatically provide a plan type for plan-level work items in OnePlan. Enter a single value for this purpose.
6. Test Connection
   • Click Test to verify the correctness of the connection settings to OnePlan.
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
7. Save Changes
   • After verifying the connection, click Save to retain the configured settings.