3rd party Integrations

Kantree works with the other tools of your team. Integrations let you:

• log in with an account of another service (Google, Microsoft),
• connect a workspace to another tool (Slack, GitHub, Google Calendar…),
• import your work from another tool or from a spreadsheet,
• exchange data with other applications (webhooks, BI tools, API).

The integrations of a workspace are in Integrations, in the workspace sidebar. The Services tab lists the features of Kantree that connect with the outside (Using the powers of Kantree), then the other applications (Using third-party apps).

Log in with another service

You can log in to Kantree with your Google or Microsoft 365 account, if your Kantree instance allows it.

Connect a service to your Kantree account

1. Open Account settings, then Third-party accounts.
2. Click the button of the service, for example Sign in with Google.
3. Allow Kantree to use your account of this service.

On the login page, you can now use the button of this service instead of your Kantree password.

Sign up with another service

1. On the Kantree login page, click the button of the service.
2. Allow Kantree to use your account of this service.
3. Complete the sign up form. You do not need a password: you will log in with the service.

Connect a workspace to a service

1. In the workspace, click Integrations in the sidebar.
2. In Using third-party apps, click the service.
3. Allow Kantree to use your account of this service, if it asks. You do this only once for all your workspaces.
4. Choose the options of the integration, then click Activate.

The active integrations are listed in Enabled integrations. Click an integration to change its options or to Disable it.

Integrations are not available in personal workspaces.

Import from another tool

You can create a workspace from Trello, Asana, Jira or GitHub:

1. Click New workspace.
2. Click Import from other apps.
3. Choose the tool, then allow Kantree to use your account of this tool.
4. Choose the project to import.
5. Wait for the import: it can take a few minutes for large projects. Kantree sends you an email when it is done.

Trello

Kantree imports your lists and cards, with their description, members, attached files, due date, labels, custom fields, checklists and comments.

Asana

Kantree imports your sections and tasks, with their tags, notes, due date, state, sub-tasks and comments.

Jira

Kantree imports the issues of your Jira project.

GitHub

Kantree imports the issues and pull requests of a repository, then turns on the GitHub integration of the workspace (see below).

Import from a spreadsheet

You can import an Excel, CSV or OpenOffice file:

• to create a workspace: click New workspace, then Import from spreadsheet,
• in an existing workspace: open the workspace menu, then Import from spreadsheet.

After you choose the file, tell Kantree what to do with each column:

• Existing fields: the column fills a field of the workspace.
• New field: Kantree creates a field for the column. Choose its type.
• Special: the title or the reference of the card, a comment (Add as comment), a sub-card (Add as child card), the card type…
• Ignore: the column is not imported.

One column must give the Title of the cards.

Update existing cards: choose the fields in Use this field to match existing cards when updating. When a row matches a card, Kantree updates the card instead of creating a new one. Turn on Do not create new cards when none matches to only update cards.

Delete cards: add a column that you map to Delete. Kantree deletes the cards of the rows where this column contains “yes”.

Relationships: to link cards with a relationship field, map the column that contains the references of the cards to link. Export your cards first to get these references.

Apply previous mapping reuses the choices of your last import.

Google

Log in with Google

See Log in with another service.

Google Drive and Google Calendar

• Google Drive: attach files from your Drive to your cards.
• Google Calendar: see the dates of your cards in Google Calendar.

Microsoft 365

• Log in with your Microsoft 365 account.
• Microsoft OneDrive: attach files from your OneDrive to your cards.

Microsoft Teams

The Kantree app for Microsoft Teams shows Kantree in Teams (Enterprise offer).

My work

A Kantree tab in the sidebar of Teams opens your My work.

Your workspaces

In a Teams channel, you can add one tab for a workspace or for a view.

Add Kantree to Teams

Add My work

1. Open the Apps section of the Teams sidebar.
2. Search for “Kantree”.
3. Click Open.

Add a workspace or a view

1. Open the team, then the channel where the tab goes.
2. Click + (add a tab), then choose Kantree.
3. Choose a workspace, or a view of a workspace.
4. To tell the team, check the option that posts about the new tab in the channel.
5. Click Save.

Slack

Create and comment cards from Slack, and get the activity of your workspace in a Slack channel.

Connect a workspace to Slack

Connect the workspace to Slack, then choose the Slack channel.

In the Slack channel, you can then use these commands:

• /kantree create Title of your card: creates a card.
• /kantree comment #12 Your comment: comments the card #12.
• /kantree search query: searches cards with a KQL query.

The channel gets a message when a card is created, moved, completed or commented.

GitHub

Connect a workspace to a GitHub repository: issues and cards stay in sync, in both directions.

Log in with GitHub

See Log in with another service. On the GitHub page, authorize Kantree by Digicoop: Digicoop is the company that makes Kantree.

Connect a workspace to GitHub

Connect the workspace to GitHub, then enter the name of the repository.

To link a commit to a card and to an issue, write both references in the commit message, for example “Update Readme.md #K7 #3”.

GitLab

Connect a workspace to GitLab

Connect the workspace to GitLab, then enter the name of the repository.

Dropbox

Attach files from Dropbox to your cards. The first time, Dropbox asks you to allow Kantree.

Zapier

Zapier connects Kantree with thousands of other applications, without code. Turn on the Zapier integration in the workspace, then create your “Zaps” in Zapier.

Toggl

Install the Toggl Button extension in Chrome or Firefox to start a Toggl timer from your cards. The timer takes the title and the reference of the card, the name of the workspace and the labels of the card. Thanks to Vlad for this integration.

Webhooks

A webhook calls an address (URL) of another application when something happens in Kantree, for example when a card is created. Developers use them to connect Kantree with their own tools.

In Integrations, open the Webhooks tab, then click Add a new webhook. Enter the URL, then choose the events (cards, comments, groups…).

You can also call other applications from an automation, with the Call remote URL action.

Other connections

In Using the powers of Kantree:

• Create cards by email: each workspace has an email address. See Create cards by email.
• Add to your calendar: see your cards in your calendar app with an iCalendar link.
• Export to spreadsheet & BI tools: export your cards, or connect a BI tool to a live feed. See PowerBI.
• Embed on other web pages: share views, cards and forms, and put them in your website.
• Connect to external data sources: fields that get their values from another application, and automations that call other applications.

PowerBI

Create PowerBI reports with live data from Kantree. See the PowerBI guide.