Tabular Data Integration

Plans, resources, resources plans, financial plans and time off can all be imported using the tabular data import integrations.

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  • Tabular Data Integrations

    There are several different types of tabular data integrations that can be used to import data into OnePlan. The following type of data can be imported this way: Plans - Create, and update Project names, statuses, and mo...

  • Tabular Data - Authentication Method

    SharePoint Online supports only one viable authentication option. URL + Service PrincipalTo authenticate SharePoint, provide the URL of the SharePoint site and setup the service principal required.Creating a Service Princ...

  • Tabular Data to OnePlan Plans

    This integration was created to bulk create and update OnePlan Plan information from a CSV UTF-8 file. OnePlan To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. If the Adv...

  • Tabular Data to OnePlan Financial Planner Integration

    This integration is designed to streamline the process of importing financial data into the OnePlan Financial Planner using a CSV UTF-8 file. It enables users to efficiently populate cost categories or detail rows within ...

  • Tabular Data to OnePlan Financial Planner Integration - Integration Setup

    This integration is designed to streamline the process of importing financial data into the OnePlan Financial Planner using a CSV UTF-8 file. Specifically, it facilitates the importation of financial data for cost categor...

  • Tabular Data to OnePlan Financial Planner Integration - Configuration and Best Practices

    It is important to setup the Financial Plan in OnePlan correctly before you start importing data from your source file. It is equally import to ensure that all required data fields are provided in the source file in the f...

  • OnePlan and Tabular Data for Bulk Resource Center Import

    This article provides a comprehensive guide on setting up the integration between OnePlan and Tabular Data (CSV UTF-8) for both bulk resource import and updating of resources.   How to Use OnePlan with Tabular Data Thi...

  • Tabular Data to OnePlan Resource Planner

    This integration is designed to streamline the process of importing resource plan data into the OnePlan Resource Planner using a CSV UTF-8 file. Specifically, it facilitates the importation of resource allocation data fo...

  • OnePlan and Tabular Data for Time Off Import

    This integration is designed to streamline the process of importing approved Time Off requests into the OnePlan Time Off section using a CSV UTF-8 file.OnePlanTo complete the OnePlan setup, you need to be an admin (user w...