Monday.com

Setup Guide

Follow these steps to connect Monday.com to your CData Connect Cloud account:

Open the Connections page of the CData Connect Cloud dashboard.
Click + Add Connection in the upper-right corner.
Type Monday.com into the search field, then click the data source name.
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
Select a Schema then proceed to the relevant section and follow those instructions.

Enter your Domain. This follows the format https://yourdomain.monday.com.
Enter the Api Token generated in your Monday account under Manage Application.
At the top of the CData Connect Cloud Add Monday.com Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Select the Authentication method, then proceed to the relevant section and follow those instructions.

Enter the Api Token generated in your Monday account under Manage Application.
At the top of the CData Connect Cloud Add Monday.com Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Enter the OAuth Client Id assigned when you registered your Monday.com account for OAuth.
Enter the OAuth Client Secret for your Monday.com account for OAuth.
Click Sign in to connect securely through OAuth. This action opens the Monday.com sign-in page in a new tab.
Log in to your Monday.com account and provide the requested permissions (if applicable).
At the top of the CData Connect Cloud Add Monday.com Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

For more information about interactions between CData Connect Cloud and Monday.com, see this information page.