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Monday is a work operating system that enables organizations to build custom workflow apps in minutes to run their processes, projects, and everyday work. It provides tools for project management, task tracking, and team collaboration with a focus on visual and intuitive workflows.

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Configuring Monday as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Monday option from the list of connectors. Click Next and you’ll be prompted to add your access.

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1. Add account access

You’ll need your Monday API Token for this connection. You can find it in your Monday account settings. Once you have it, add the account access and the connector configuration. The following configurations are available:
  • Auth Token: The token to authenticate against the Monday API service. Check this documentation on how to generate the token.
  • Board IDs: Optional list of board IDs to replicate. If not provided, data from all accessible boards will be extracted.
Once you’re done, click Next.

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2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Streams and Fields

Below you’ll find all available data streams from Monday and their corresponding fields:
Stream for managing boards and their configuration.Key Fields:
  • id - Unique identifier for the board
  • name - Name of the board
  • board_folder_id - ID of the folder containing the board
  • board_kind - Kind of board
  • permissions - Board permissions
  • state - Board state (all, active, archived, deleted)
  • type - Board type (board, sub_items_board)
  • updated_at - Last update timestamp
  • workspace_id - Workspace identifier
  • description - Board description
  • items_count - Number of items in the board
  • items_limit - Board items limit
  • item_terminology - Board item terminology
  • url - Board URL
Board Structure:
  • columns - Array of column objects:
    • id - Column identifier
    • title - Column title
    • description - Column description
    • type - Column type
    • archived - Whether the column is archived
Board Organization:
  • groups - Array of group objects:
    • id - Group identifier
    • title - Group title
Access Control:
  • owners - Array of owner objects with id and name
  • creator - Creator object with id and name
  • subscribers - Array of subscriber objects with id and name
Stream for managing items (tasks/cards) within boards.Key Fields:
  • id - Unique identifier for the item
  • name - Item name
  • created_at - Creation timestamp
  • creator_id - Creator’s ID
  • email - Associated email
  • state - Item state
  • relative_link - Relative link to the item
  • updated_at - Last update timestamp
  • url - Item URL
Item Content:
  • description - Description object:
    • id - Description identifier
    • blocks - Array of content blocks:
      • content - Block content
      • created_at - Block creation time
      • created_by - Creator information
      • doc_id - Document identifier
      • id - Block identifier
      • parent_block_id - Parent block reference
      • position - Block position
      • type - Block type
      • updated_at - Last update time
Item Assets:
  • assets - Array of asset objects:
    • id - Asset identifier
    • name - Asset name
    • file_extension - File type
    • url - Asset URL
    • public_url - Public access URL
    • uploaded_by - Uploader information
Item Organization:
  • board - Board object with ID
  • column_values - Array of column values:
    • id - Value identifier
    • column - Column information
    • text - Text representation
    • type - Value type
    • value - Actual value
  • group - Group object with id and title
  • parent_item - Parent item reference
  • subitems - Array of subitem references
  • subscribers - Array of subscriber objects
Stream for managing user accounts and permissions.Key Fields:
  • id - Unique identifier for the user
  • name - User’s name
  • email - User’s email
  • url - User’s profile URL
  • birthday - User’s birthday
  • country_code - User’s country code
  • created_at - Account creation timestamp
  • current_language - User’s language preference
  • join_date - Join date
  • last_activity - Last activity timestamp
  • location - User’s location
  • mobile_phone - Mobile phone number
  • phone - Phone number
  • title - User’s title
  • time_zone_identifier - Time zone
  • utc_hours_diff - UTC hour difference
Account Status:
  • enabled - Whether the user is enabled
  • is_admin - Admin status
  • is_guest - Guest status
  • is_pending - Pending status
  • is_verified - Verification status
  • is_view_only - View-only status
Profile Images:
  • photo_original - Original photo URL
  • photo_small - Small photo URL
  • photo_thumb - Thumbnail photo URL
  • photo_thumb_small - Small thumbnail URL
  • photo_tiny - Tiny photo URL
Organization:
  • account - Account information:
    • id - Account identifier
    • name - Account name
    • slug - Account slug
  • teams - Array of team memberships:
    • id - Team identifier
    • name - Team name
Custom Fields:
  • custom_field_metas - Array of custom field definitions
  • custom_field_values - Array of custom field values