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OnePlan and Tabular Data for Bulk Financial Data Import

  • Updated

This integration focuses on importing financial data into the OnePlan Financial Planner via a .CSV file. This integration only brings in financial data into the planner for pre-existing cost categories. For more information about bringing in financial data for new cost categories or by adding information into custom fields, please refer to the OnePlan and Tabular Data Financial Import with Custom Fields integration. 

Integration Setup

OnePlan

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. 

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

  2. Open the Admin pages by clicking on the Settings (gear) icon.

  3. Select Integration in the Admin Navigation panel.

  4. Click the + (plus) icon Screenshot_2021-12-06_134934.png in the Authentication Keys section.

  5. Save the OnePlan Group Name and 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.

authentication_key.png

Financial Plan Setup & How to Locate Fields for the CSV Import

Plan External Id: The Plan External Id is not an out of the box (OOTB) field. Plan External Id will be used in place of Plan ID. This will be a custom field that the user will have to create, modify, and set themselves.

  1. Create custom plan field.

    • In the OnePlan Configuration page, go to Fields tab -> Plan Fields -> Click New Field.

    • Give the field a name (e.g. "Plan External Id"). This field type can be a number field or a text field, whichever is more convenient for the user.

  2. Add custom field to the Plan Details.

    • While still in the OnePlan Configuration page, go to the Plan Details Tab -> Plan Type. Pick the plan type you wish to have this new field in.

    • In the far-right column labeled Fields, locate the custom field, and drag into the plan section you wish to have this field show up in the Plan Details page. Be sure to save the changes at the top of the page next to the Plan Type dropdown!

    add_custom_path_field.png

  3. Set Plan External Id field to custom field created.

    • Still in OnePlan Configuration, go to the Financial Plan Tab -> Import. Click on the drop down for the External Id field, and select the custom field created.

    set_plan_external_id_field.png

Cost Type Name: This can be found in the OnePlan Admin Configuration page -> Financial Plan Tab -> Expand Cost Types. In OnePlan, default names are Budget, Forecast, Actuals, Benefits, and Program Budget. Admin can add/edit/delete these cost types according to their company’s preference.

cost_type_name.png

Cost External Id: The OOTB cost categories do not have an External Id built in. However, the External Id can be made by the Administrator in OnePlan. To assign an External Id, go to the OnePlan Admin Configuration page -> Financial Plan Tab -> Expand Cost Categories -> click on the edit icon for any of the cost categories.

cost_external_id.png

The Edit Cost Category window will open, and you can input a unique cost external Id of your choice. This field is a text field, so the cost external id can be numbers, letters, or a mix of the two.

edit_cost_category.png

Note

If there is a cost external id that is in the .CSV file, and is not in OnePlan, a notification will appear within the logs: “No Cost Category for ExternalId: XXXXXX”. Currently there is no built-in check to ensure that external Ids are unique, so it is advised that the user keep track of these cost external ids.

Cost Value: This will take in a number value up to 2 decimal places.

Cost Date: The cost date will be in the format of 2022-05-22T00:00:01. (YYYY-MM-DDTHH:MM:SS).

OneConnect Setup

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

  1. Go to https://my.oneconnect.ai.

  2. Configure the following integration: Tabular Data Cost and OnePlan Financial Planner Cost External Import. Click the Configure button.

    tabular_data_select.png

Tabular Data Section

  1. SharePoint or OneDrive URL: Enter the SharePoint/OneDrive URL where the fiel is located (e.g., https://{OrganizationName}.sharepoint.com/sites/{SiteName}).
  2. Folder Path: Enter the folder path where the file is located.
  3. 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.
    • Note: It is standard best practice to have a single service account associated with a single integration. If a service account is associated to multiple integrations, throttle can occur from Microsoft, which can lead to strategy failures. 
  4. Password: Enter the password.
  5. (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. 
  6. Expand Additional Options.
  7. (Optional) Client Id: Enter the Client Id generated from the SharePoint site. To be used with SharePoint Modern Authentication checkbox.
  8. (Optional) Client Secret: Enter the Client Secret generated from the SharePoint site. To be used with SharePoint Modern Authentication checkbox.
  9. Financial Cost Import File Name: Enter the file name to be used for the Financial Planner. We currently only fully support the .CSV format.
  10. Click Test to ensure that the connection settings to SharePoint/OneDrive are correct. A small notification of Connected Successfully should appear towards the top right of the page. 
  11. Click Save.

OnePlan Section

  1. Group Name: Enter the OnePlan Group name you will be integrating to.
  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: au.oneplan.ai, ca.oneplan.ai, and 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.

Integration Information

Default Field Mappings

Currently, we do not have default field mappings for this integration.

The possible field names will populate on the Tabular Data column when the file is read.

The OOTB field names for the OnePlan Financial Cost import dropdown are:

  • Plan External Id (Text)
  • Cost External Id (Text)
  • Cost Type Name (Text)
  • Cost Value (Decimal/Number)
  • Cost Date (Date)

Default Scheduled Strategies

CostImportToFinancialPlanner

Synchronize Cost from Tabular Data to OnePlan Financial Planner.

Integration Limitations

Strictly only financial data will be entered

This financial planner is limited to only bringing in financial data for existing cost categories. Detail rows will not be created by this integration, nor will custom fields be fillable/used by this integration. 

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