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Microsoft Planner

Version 23.4.8843

Microsoft Planner

You can use the Microsoft Planner connector from the CData Sync application to capture data from Microsoft Planner and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Microsoft Planner, you first must establish a connection to Microsoft Planner. Follow these steps to connect Microsoft Planner to your Sync account:

  1. Open the Connections page of the Sync dashboard.

  2. Click Add Connection to open the Select Connectors page.

  3. Click the Sources tab and locate the Microsoft Planner row.

  4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

  5. Enter connection settings on the Settings tab:

    • Connection Name - Enter a connection name of your choice.

    • Auth Scheme - Select the authentication scheme. The default scheme is AzureAD. For this setting, you need to enter the Microsoft Online tenant in the Azure Tenant field. If you do not specify a tenant, CData Sync uses the default tenant.

    • Scope - Select whether to turn on or off the admin consent scopes. The default value is NoAdminConsent.

  6. Click Connect to MicrosoftPlanner to connect to your Microsoft Planner account.

  7. Click Create & Test to create the connection.

  8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Microsoft Planner, see Microsoft Planner Connector for CData Sync.