How can we help?
To create an integration with Planio, go under the Projects menu, inside your individual Project page you will have a few tabs in the header. One of them is “Integrations”. Under that tab, you can see all the integrations for your project.
At this point, you should be able to see a list of all the available integrations. Click “Activate” to enable Planio. The base URL is customisable but pre-completed. Change it if you have a hosted Planio base. A new integration will be created, but it will have no organisations inside of it.
As part of the same project, you can have all available integrations activated.
Adding an organisation
Click on “Add organisation” and set your organisation name from Planio.
Creating a ticket
To create a ticket using an integrated organisation, go under any failed step in your test runs. Click on that step and there will be a label saying “Create a new ticket on:”, with a dropdown of your connected organisations will appear. Select the relevant one and click the dropdown to create a fully documented ticket. If you are not logged into Planio, you will have to take the extra step of logging in first.