After Installing the Connector you can connect and create a Data Source for data in Monday.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called Monday by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Monday folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Connecting to Monday

Monday AuditLog API

The Monday AuditLog API only supports authentication via API Token.

To generate the audit log API token:

1. Log into your monday.com account.
2. Click on your avatar (picture icon) in the top right corner of your screen.
3. Select Administration from the resulting menu.
4. In the left-hand navigation, click Security.
5. Click the Audit tab.
6. Click Monitor by API > Copy to copy your AuditLog API token.

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

• Schema: Set this to "AuditLog".
• AuthScheme: Token
• APIToken: The audit log API token you just obtained.
• URL: Your Monday account URL. You can copy the URL of your Monday homepage after logging in. For example: https://your-account-name.monday.com/.

Monday GraphQL API

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

API Token

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

1. Log into your monday.com account.
2. Click on your avatar (picture icon) in the top right corner of your screen.
3. Select Administration from the resulting menu (this requires you to have admin permissions).
4. In the left-hand navigation, click Connections, then click the API tab in the resulting page.
5. Under Personal API Token, click Create token to create an personal API token. Set the APIToken connection property to this value.
   • If you've already made a token, under Personal API Token, click the Copy button to copy your API token. Set the APIToken connection property to this value.

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 connector 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 connector then completes the OAuth process:

1. The connector 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 connector refreshes it automatically.

Automatic refresh of the OAuth access token:

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

Next Step

See Using the Connector to create data visualizations.