Imports & Integrations

Quick Import via Copy & Paste

• Quick Import: Projects
• Quick Import: Resources
• Quick Import: Roles
• Quick Import: Allocation Matrix
• Quick Import: Allocation List
• Quick Import: Actual Time Worked

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REST API

• REST API - Overview
• REST API - Documentation
• REST API - Manage API Tokens
• REST API - Change Log

Jira

• Jira Connector - Overview
• Testing the Jira Connector
• Importing Jira Data as Meisterplan Projects
• Linking Meisterplan Projects to Jira
• Viewing Project Details from Jira
• Easy JQL Queries in Meisterplan

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Zapier

• Zapier - Overview & Templates
• Zapier - Authentication

Excel

• Excel Import and Export: Overview
• Export to Excel
• Updating Projects Using MS Excel
• Required Rights to Update Projects with MS Excel

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)

Single Sign-On with SAML 2.0

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

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