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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Meisterplan AI

• Meisterplan AI - Overview
• AI Summaries
• Prompt Examples for Portfolio, Project, and Resource Management
• Meisterplan MCP Server
• Accessing Meisterplan in Microsoft Copilot
• Connect the MCP Server to ChatGPT

Jira

• Jira - Overview
• How To Use Jira with Meisterplan
• Configuring Jira Links
• Importing Projects from Jira
• Synchronizing Fields Between Jira and Meisterplan
• Link Meisterplan Projects to Jira Epics or Create Jira Epics from Meisterplan Projects

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Microsoft Azure DevOps

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

Asana

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

Wrike

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

ClickUp

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

Microsoft Planner Premium

• Import Projects from Microsoft Planner Premium
• Comparing Microsoft Planner Premium Effort in the Information Panel
• Comparing Microsoft Planner Premium Effort in Different Views

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

• Creating Custom Templates for Microsoft PowerPoint Exports
• List of Available Fields for PowerPoint Export Templates

Microsoft Teams

• Notifications in Microsoft Teams

Microsoft Power Automate & Zapier

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

Salesforce

• Meisterplan Connector for Salesforce - Overview
• Configuring the Meisterplan Connector for Salesforce

Todoist

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

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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