Capabilities
The connector syncs every member of the workspace as a user, the workspace
itself, and each project. It brings in workspace membership and project
membership as access grants, including the role held in each (Admin, Member, or
Guest).
Gather Plane credentials
1
In Plane, open your Profile settings and select the Personal access
tokens tab.
2
Click Add personal access token, give it a title, and create it. Copy
the generated token (it begins with
plane_api_). Store it somewhere safe;
Plane shows it only once.3
Note your workspace slug. It is the short identifier in your workspace
URL — for example, in
https://app.plane.so/acme-co/ the slug is
acme-co.Configure the Plane connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by C1.Done. Your Plane connector is now pulling access data into C1.
1
In C1, navigate to Apps > Connectors and click Add connector.
2
Search for Plane and click Add.
3
Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.
4
Set the connector’s Name and, optionally, a Description.
5
Click the pencil icon next to Owners to choose who can configure and manage this connector.
6
Click Add. The connector is created and its configuration page opens.
7
Find the Settings area of the page and click Edit.
8
Enter the Plane credentials:
- Base URL:
https://api.plane.sofor Plane Cloud. For a self-hosted Plane instance, enter your own Plane domain. - API key: the personal access token you created (starts with
plane_api_). - Workspace slug: the slug of the workspace you want to sync.
9
Click Save.
10
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.