OnePlan and Tabular Data for Bulk Financial Data Import

This article explains the OnePlan and Tabular Data for Bulk Financial Data Import integration, inclusing how to setup the integration, and integration information.

This integration was originally intended to bring in financial costs in from a .CSV file and input these costs into the OnePlan Financial Planner. This integration can be run more than once.

What to know before integration setup

Before you begin integration setup, you need to gather the following information:

• Plan External Id: The Plan External Id is not an out of the box (OOTB) field. Plan External Id will be used in place of Plan ID. This will be a custom field that the user will have to create, modify, and set themselves.

  1. Create custom plan field.

     1. In the OnePlan Configuration page, go to Fields tab -> Plan Fields -> Click New Field.

     2. Give the field a name (e.g. "Plan External Id"). This field type can be a number field or a text field, whichever is more convenient for the user.

  2. Add custom plan field to the Plan Details.

     1. While still in the OnePlan Configuration page, go to the Plan Details Tab -> Plan Type. Pick the plan type you wish to have this new field in.

     2. In the far-right column labeled Fields, locate the custom field, and drag into the plan section you wish to have this field show up in the Plan Details page.

        Important

        Be sure to save the changes at the top of the page next to the Plan Type dropdown!

     

  3. Set Plan External Id Field to the custom field created.

     1. Still in OnePlan Configuration, go to the Financial Plan Tab -> Import.

     2. Click on the drop down for the External Id Field, and select the custom field created.

     

• Cost Type Name: This can be found in the OnePlan Admin Configuration page -> Financial Plan Tab -> Expand Cost Types. In OnePlan, default names are Budget, Forecast, Actuals, Benefits, and Program Budget. Admin can add/edit/delete these cost types accordingly to their company’s preference.

  

• Cost External Id: The OOTB cost categories do not have an External Id built in. However, the External Id can be made by the Administrator in OnePlan. To assign an External Id, go to the OnePlan Admin Configuration page -> Financial Plan Tab -> Expand Cost Categories -> click on the edit icon for any of the cost categories.

  

  The Edit Cost Category window will open, and you can input a unique cost external Id of your choice. This field is a text field, so the cost external id can be numbers, letters, or a mix of the two.

  

  Note

  If there is a cost external id that is in the .CSV file, and is not in OnePlan, a notification will appear within the logs: “No Cost Category for ExternalId: XXXXXX”

  Note

  Currently there is no built-in check to ensure that external Ids are unique at this time, so it is advised that the user keep track of these cost external ids.

• Cost Value: This will take in a number value up to 2 decimal places.

• Cost Date: The cost date will be in the format of 2022-05-22T00:00:00 (YYYY-MM-DDTHH:MM:SS).

Integration Setup

This integration focuses on importing financial data into the OnePlan Financial Planner via a .CSV file.

OnePlan Setup

To do the OnePlan setup, you need to be an admin, meaning you are a user with Owner permissions in OnePlan.

1. Log in to your OnePlan group with your Office365 account.

2. Open the Admin pages by clicking on the Settings gear .

3. Select Integration in the admin navigation.

4. Click the Add icon in the Authentication Keys section.

5. Save the key name and generated key somewhere, as once you navigate away from this browser page, the key cannot be seen. This Authentication key is to be used at a later step in the OneConnect configuration.

OneConnect Setup

1. Go to https://my.oneconnect.ai.

2. Configure the following integration: Tabular Data Cost and OnePlan Financial Planner Cost External Import. Click the Configure button.

   

3. Complete the integration configuration form.

4. Complete the Tabular Data Section.

   Note

   Expand the Additional Options tab to see all necessary fields for the integration.

   

   • SharePoint or OneDrive URL: Enter the SharePoint/OneDrive URL where the file is located (eg. https://org123.sharepoint.com/sites/test).

   • Folder Path: Enter the folder path where the file is located.

   • Username + Password: Enter the username & password that will be used, otherwise feel free to set up Modern Authentication for SharePoint.

   • Financial Cost Import File Name: Enter the file name to be used for the Financial Planner.

   Note

   We strongly recommend the file be in .CSV format. Attached below is the recommended .CSV file that has the designated column names already set up for use.

5. Click Next.

6. Complete the OnePlan section.

   

   • App Name: Enter/paste the OnePlan Group name from the earlier OnePlan Setup steps.

   • Key: Enter/paste the OnePlan Authentication Key that you saved from the earlier OnePlan Setup steps.

7. Click Next.

Integration Information

Functionality

This integration main use case for functionality is to import bulk financial data from tabular data.

Scheduled Jobs

The following scheduled job is installed by default.

• CostImportToFinancialPlanner: Synchronize Cost from Tabular Data to OnePlan Financial Planner

Default Mappings

Currently, we do not have default field mappings for this integration.

The possible field names will populate on the Tabular Data column when the file is read.

The OOTB field names for the OnePlan Financial Cost import dropdown are:

• Plan External Id (Text)

• Cost External Id (Text)

• Cost Type Name (Text)

• Cost Value (Currency)

• Cost Date (Date)