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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Asana

• Import Projects from Asana
• Comparing Asana Effort in the Information Panel
• Comparing Asana Effort in Different Views

Jira

• Jira - Overview
• Configuring Jira Links
• Importing Jira Data as Meisterplan Projects
• Linking Meisterplan Projects to Jira
• Comparing Jira Effort in the Information Panel
• Comparing Jira Effort in Different Views

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Microsoft Excel

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

Microsoft PowerPoint

• Customizing Microsoft PowerPoint Templates for Project Data Exports
• List of Available Fields for PowerPoint Export Templates

Microsoft Teams

• Meisterplan Application in Microsoft Teams

Microsoft Power Automate & Zapier

• Microsoft Power Automate - Overview & Templates
• Zapier - Overview & Templates
• Zapier - Authentication

REST API

• REST API - Overview
• Connecting Your Tools via the Task API
• REST API - Documentation
• REST API - Manage API Tokens
• Field Names in the App, the REST API, and the Reporting API
• REST API - Change Log

Single Sign-On with SAML 2.0

• Single Sign-On (SSO) with SAML 2.0 - Overview
• Auto-Provisioning Users with Meisterplan
• Configuring SSO with ADFS (SAML 2.0)
• Configuring SSO with Entra ID (SAML 2.0)
• Auto-Provisioning Users with Entra ID
• Configuring SSO with Okta (SAML 2.0)

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