Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Monday connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Monday Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Monday

Monday AuditLog API

Monday AuditLog API only supports authentication via API Token.

To generate the audit log API token:

Log into your Monday account.
Access the Admin section.
Navigate to Security.
Click the Audit tab.
Click Monitor by API. Monday displays the API token.

After you retrieve the API token, set the following conenction properties:

Schema=AuditLog
AuthScheme=Token
APIToken=The audit log API token you just obtained
Domain=https://yourdomain.monday.com

You are now ready to connect to Monday AuditLog API.

Monday GraphQL API

Monday GraphQL API supports authentication via either API Token or the OAuth standard.

API Token

To connect to add-in via an API Token, set the AuthScheme to Token and obtain the APIToken as follows:

Log in to your Monday account.
Navigate to Manage Applications in the left pane. Monday displays a list of application to manage.
Select the application that you would like to create a token for. You may need to create an application first.
To generate an APIToken, click Create token.

OAuth

Monday supports OAuth authentication only. To enable this authentication from all OAuth flows, you must set AuthScheme to OAuth, and you must create a custom OAuth application.

The following subsections describe how to authenticate to Monday from three common authentication flows:

Desktop: a connection to a server on the user's local machine, frequently used for testing and prototyping.
Web: access to data via a shared website.
Headless Server: a dedicated computer that provides services to other computers and their users, which is configured to operate without a monitor and keyboard.

For information about how to create a custom OAuth application, see Creating a Custom OAuth Application.

For a complete list of connection string properties available in Monday, see Connection.

Desktop Applications

To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.

Get and refresh the OAuth access token:

InitiateOAuth = GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
OAuthClientId = the client Id assigned when you registered your application.
OAuthClientSecret = the client secret that was assigned when you registered your application.
CallbackURL = the redirect URI that was defined when you registered your application.

When you connect, the add-in opens Monday's OAuth endpoint in your default browser. Log in and grant permissions to the application.

After you grant permissions to the application, the add-in then completes the OAuth process:

The add-in obtains an access token from Monday and uses it to request data.
The OAuth values are saved in the path specified in OAuthSettingsLocation. These values persist across connections.

When the access token expires, the add-in refreshes it automatically.

Automatic refresh of the OAuth access token:

To have the add-in automatically refresh the OAuth access token, do the following:

The first time you connect to data, set the following connection parameters:
- InitiateOAuth = REFRESH.
- OAuthClientId = the client Id in your application settings.
- OAuthClientSecret = the client secret in your application settings.
- OAuthAccessToken = the access token returned by .
- OAuthSettingsLocation = the path where you want the add-in to save the OAuth values, which persist across connections.
On subsequent data connections, set the following:
- InitiateOAuth
- OAuthSettingsLocation

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Monday you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

Excel Add-In for Monday