Integrations & API

REST API

• REST API - Overview
• REST API - Documentation
• REST API - Manage API Tokens
• REST API - Changelog

Zapier

• Zapier - Overview
• Zapier - Authentication

Jira

• Overview of Meisterplan for Jira
• Importing Jira Data as Meisterplan Projects
• Linking Meisterplan Projects to Jira
• View Project Details from Jira
• JQL for Beginners
• Adjusting the Work Effort Calculation

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Excel

• Excel Import and Export
• Data Import with an Excel Data Source
• Excel Template Overview
• QuickStart and AllocationMatrix Sheets
• Data Sheets

Smartsheet

• How Smartsheet and Meisterplan Work Together
• Importing Resources, Roles and Allocations from Smartsheet
• Smartsheet Data Source Settings
• Creating an API Access Token for Smartsheet
• Smartsheet Integration Tutorial (Video)

Reporting Tools

• Reporting Data for External Reporting
• Tables and Views of the Reporting Database
• Preparations for Reporting with Microsoft Power BI Desktop or Microsoft Excel
• Reporting with Microsoft Power BI Desktop
• Reporting with Microsoft Excel
• Reporting with Tableau Online

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Single Sign-On with SAML 2.0

• Single Sign-On (SSO) via SAML 2.0 - Overview
• Configuring SSO via SAML 2.0 with ADFS
• Configuring SSO via SAML 2.0 with Azure AD
• Configuring SSO via SAML 2.0 with Okta
• Configuring SSO via SAML 2.0 with OneLogin
• Configuring SSO via SAML 2.0 with PingOne

Clarity PPM

• Clarity PPM Import Queries and Permissions
• Clarity PPM Data Source Settings

SOAP API & UDC (deprecated)

• SOAP API (deprecated) - Documentation
• SOAP API (deprecated) - Data Source Settings
• Universal Database Connector (UDC) (deprecated) - Setup