Integrations & API

REST API

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

Zapier

• Zapier - Overview & Templates
• 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 API & BI Tools

• Reporting API - Overview
• Reporting API - Preparing Reports in Tableau
• Reporting API - MS Power BI Report Templates
• Reporting API - Preparing Reports in Microsoft Power BI
• Reporting API - Preparing Reports in Microsoft Excel
• Reporting API - Manage API Tokens

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

(deprecated) Reporting Database, SOAP API & UDC

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

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