API & Development

• Power BI connector

  CxPlanner Power BI Custom Connector A comprehensive Power BI custom connector for integrating CxPlanner project management data into your Power BI reports and dashboards. Overview The CxPlanner Connector enables seamless integration between CxPlanner's project management platform and Power BI, allowing you to: Import project data, tasks, and user information Access checklists, assets, and quality assurance data Retrieve certificates, templates, and file information Build compreheFew readers

• Access and Use API Keys in CxPlanner

  Overview How do I access and manage API keys in CxPlanner? CxPlanner offers an API integration feature that allows you to connect with other tools and software. API keys are used to authenticate requests and define access levels to project data. When and why to use this Use API keys when you want to automate workfSome readers

• Add an API User to a Project

  Overview How do I give an API user access to a specific project? When using certain API integrations in CxPlanner, you must manually assign the API user to the relevant projects. This step ensures controlled access and data security. When and why to use this Adding an API user to a project is necessary to enable integrations or automations for that specific project. Required whenSome readers

External Integrations

• Set Up Procore Integration with CxPlanner

  Overview How do I integrate a Procore project with CxPlanner? CxPlanner is available as an embedded app in the Procore App Marketplace. Once integrated, you can access and use CxPlanner directly from within your Procore project, allowing for a seamless workflow across both platforms. When and why to use this Use theSome readers

Advanced Data & Workflows

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