Connecting to Monday

Monday AuditLog API

Monday AuditLog API only supports authentication via API Token.

To generate the audit log API token:

1. Log into your Monday account.
2. Access the Admin section.
3. Navigate to Security.
4. Click the Audit tab.
5. 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 adapter via an API Token, set the AuthScheme to Token and obtain the APIToken as follows:

1. Log in to your Monday account.
2. Navigate to Manage Applications in the left pane. Monday displays a list of application to manage.
3. Select the application that you would like to create a token for. You may need to create an application first.
4. 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 adapter 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 adapter then completes the OAuth process:

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

When the access token expires, the adapter refreshes it automatically.

Web Applications

Authenticating via the Web requires you to create and register a custom OAuth application with Monday, as described in Creating a Custom OAuth Application. You can then use the adapter to get and manage the OAuth token values.

This section describes how to get the OAuth access token, and how to have the driver refresh the OAuth access token automatically.

Get the OAuth access token:

1. Set the following connection properties to obtain the OAuthAccessToken:
   • OAuthClientId = the client Id in your application settings.
   • OAuthClientSecret = the client secret in your application settings.

2. Call stored procedures to complete the OAuth exchange:
   • Call the GetOAuthAuthorizationURL stored procedure. Set the AuthMode input to WEB and the CallbackURL to the Redirect URI you specified in your application settings. The stored procedure returns the URL to the OAuth endpoint.
   • Navigate to the URL that the stored procedure returned in Step 1. Log in and authorize the web application. You are redirected back to the callback URL.
   • Call the stored procedure. Set the AuthMode input to WEB. Set the Verifier input to the code parameter in the query string of the redirect URI.

After you obtain the access and refresh tokens, you can connect to data and refresh the OAuth access token auomatically.

Automatic refresh of the OAuth access token:

To have the adapter automatically refresh the OAuth access token, do the following:

1. 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 adapter to save the OAuth values, which persist across connections.
2. On subsequent data connections, set the following:
   • InitiateOAuth
   • OAuthSettingsLocation

Headless Machines

If you need to log in to a resource that resides on a headless machine, you must authenticate on another device that has an internet browser. You can do this in either of the following ways:

• Option 1: Obtain the OAuthVerifier value.
• Option 2: Install the adapter on a machine with an internet browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow.

After you execute either Option 1 or Option 2, configure the driver to automatically refresh the access token on the headless machine.

Option 1: Obtaining and Exchanging a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL. Do the following:

1. Authenticate from the machine with an internet browser, and obtain the OAuthVerifier connection property.

   Set the following properties:

   • InitiateOAuth = OFF.
   • OAuthClientId = the client Id assigned when you registered your application.
   • OAuthClientSecret = the client secret assigned when you registered your application.

2. Call the GetOAuthAuthorizationURL stored procedure. The stored procedure returns the CallbackURL established when the custom OAuth application was registered. (See Creating a Custom OAuth Application.)

   Copy this URL and paste it into a new browser tab.

3. Log in and grant permissions to the adapter. The OAuth application redirects you the redirect URI, with a parameter called code appended. Note the value of this parameter; you will need it later, to configure the OAuthVerifier connection property.

4. Exchange the OAuth verifier code for OAuth refresh and access tokens. On the headless machine, set the following connection properties to obtain the OAuth authentication values:

   • InitiateOAuth = REFRESH.
   • OAuthVerifier = the noted verifier code (the value of the code parameter in the redirect URI).
   • OAuthSettingsLocation = persist the encrypted OAuth authentication values to the specified file.
   • OAuthClientId = the client Id in your custom OAuth application settings.
   • OAuthClientSecret = the client secret in the custom OAuth application settings.

5. Test the connection to generate the OAuth settings file.

6. After you re-set the following properties, you are ready to connect:

   • InitiateOAuth = REFRESH.
   • OAuthSettingsLocation = the file containing the encrypted OAuth authentication values. To enable the automatic refreshing of the access token, be sure that this file gives read and write permissions to the adapter.
   • OAuthClientId = the client Id assigned when you registered your application.
   • OAuthClientSecret = the client secret assigned when you registered your application.

Option 2: Transferring OAuth Settings

Prior to connecting on a headless machine, you must install and create a connection with the driver on a device that supports an internet browser. Set the connection properties as described above in "Desktop Applications".

After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the path specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

Test the connection to generate the OAuth settings file, then copy the OAuth settings file to your headless machine.

To connect to data via the headless machine, set the following connection properties:

• InitiateOAuth = REFRESH
• OAuthSettingsLocation = the path to the OAuth settings file you copied from the machine with the browser. To enable automatic refreshing of the access token, ensure that this file gives read and write permissions to the adapter.
• OAuthClientId = the client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret = the client secret assigned when you registered your custom OAuth application.