Import Microsoft Planner to KanBo

If your organization uses Office 365 for their work and has Planner service launched, you can simply switch entire work to KanBo by using the KanBo Importer.

KanBo Importer allows you to simply import the whole Planner plan’s structure into KanBo Boards and Cards.


Data import is lossless and complex as every element of Planner Plan is transferred directly into a corresponding place in KanBo. All elements of a card will be transferred: Labels,  Users, Comments, Due Dates, Checklists etc.


A plan in Planner is imported into KanBo with all it's structure saved.









 

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Prerequisites

The following prerequisites need to be fulfilled in order to install the KanBo app.

  • A Planner service with already created plans added to your Office 365 tenant. 
  • Administrative access to Office 365 tenant and Azure. (Using KanBo Importer requires having administrative privileges on Office 365 tenant and connected Azure account. In case you don't have administrative privileges on your organization's tenant, please contact the Office 365 tenant owner or IT department for performing the import procedure. )

  • Having KanBo installed in one of many possible installation models (Cloud or on premises) and having KanBo licenses for users.
  • Downloading KanBo Importer package (PC only) (download it here).


Installation

Download the installation package of the KanBo Importer here.

To make the Importer work, just unzip KanBoImporter.zip and double click on .exe file.






Importing

When launched, application looks like on the picture sown below. Click on From Planner button.

In the top part of the window there are functions/data connected with Planner and in the lower parts of window there are functions and data connected with KanBo.




 

Register the KanBo Importer application the the Azure Active Directory (only needed if your KanBo is hosted on Azure)



In this step you will get an individual Client ID for the KanBo Importer Application which will be needed in the further steps.


1. Sign in to the Azure portal. 


2. Choose your Azure AD service by searching for it in a search field

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3. In the left-hand navigation pane, choose More Services, click App Registrations.

 


4. Click on "New Application registration"

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5Follow the prompts and create a new application. If you'd like specific examples for web applications or native applications, check out our quickstarts. 
Insert:Name: KanBoImporterApplication type: NativeRedirect URL : https://login.microsoftonline.com/common/oauth2/nativeclient.


The Redirect URL is one which Azure AD uses to return token responses



Click on Create button once you complete all fields.


6. Once you've completed registration, Azure AD assigns your application a unique client identifier, the Application ID. Your application has been added.  You can see the Application ID while you enter the freshly registered application. Save this number for the further steps of the importing process.





7.  Assign proper right to new app. Go to the Required permissions, click on Add and click on Select an API. Then, please choose the Microsoft Graph.




In the Microsoft Graph section, please select and save the following permissions:

  • Read all groups (Group.Read.All) 

  • Read all users’ full profiles (User.Read.All) 

  • Read user files (Files.Read.All) 

Make sure to Save the permission by clicking on the Save button.




Importing process steps are as follows:


1 Enter your Tenant ID  and Client ID in the first boxes.

Click here to learn about finding your Tenant ID. Insert the Application ID from the steps above into Client ID field.




2. Click on Authorize. A pop-up will appear - please enter your credentials and log into your Office 365 account.





3. After authorization, click on Load Plans. Choose a plan you would like to import to KanBo.



4. Enter the KanBo URL (It should look like https://mykanbo.onkanbo1.eu/intranet/1 )


5. Enter your credentials: a login and password which you use to log into KanBo. Click on Login, and then on "Load data" to obtain KanBo Board Collections.



6. If you want to also import users structure on Cards and in Boards, select a .csv file containing users mapping. These users must be firstly added to KanBo.

File format should be as follows: PlannerLogin,KanBoLogin 

Download a sample .csv file here.



7.  Now user has to select from the “Boards groups” combo box to which board group a selected board will be imported.





10. Press “Import”, this will take a while.

 

The look of imported plan in KanBo Board

Your Planner plan has  been imported to a desired Board group and is now visible on the Landing Page of KanBo.

Lists in a Board will be created in the same number as it was in your Planner and they will have the same structure.

 

Every element from your Planner card has been imported to a card in KanBo.

They will be imported in a form of:







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