Monday.com

Setup Guide

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

In the Web UI, open the Sources page:
Type Monday into the search field, then click the data source button:
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 Add Monday.com Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

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 Add Monday.com Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

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 into your Monday.com account and provide the requested permissions (if applicable).
At the top of the CData Connect Add Monday.com Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

For more details on the Monday.com driver, see this information page.