Connect Jira & MS Planner

In this step, you connect the accounts needed for syncing.

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Jira Connection

• When required:

  • Automated syncs → Jira OAuth is required for offline access

  • One-time syncs → Jira connection is not required

• How to connect:

  1. Click Open Auth Page

  2. Approve the requested access

  3. Return to the app and click Retry Connection

• Once connected, you’ll see a green check mark ✅

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Microsoft Planner Connection

• Always required (for both one-time and automated syncs)

• How to connect:

  1. Click Open Auth Page

  2. Approve the requested access

  3. Return to the app and click Retry Connection

• Once connected, you’ll see:

  • A green check mark ✅

  • The Microsoft account email (also called principal name)

  • A Disconnect option, in case you want to switch accounts

Admin Approval

If you’re not a Microsoft 365 admin, you may need approval:

• Click Copy Admin Approval Link and share it with your admin

• Once approved (a one-time org-wide action), everyone in your org can use the app

Customize Connection

Use Customize if:

• You need to log in with a specific tenant domain (e.g., example.onmicrosoft.com)

• This is most often needed when you are a guest in another tenant

⚠️ Important: Global Connection

The Microsoft Planner connection is global for the app, not per sync.

• If you reconnect with a different Microsoft account (with different plans), existing automated syncs tied to the old account will stop working.

• Make sure to connect with the correct account before creating recurring syncs.

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✅ Once the necessary connections are active, click Next to continue configuring your sync.