Monday Connection
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Monday Connection

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Article Summary

This guide will walk you through the steps for setting up the Monday connector in Rivery.

Creating a Monday connection

Get Monday API token

  1. Log into your monday.com account.
  2. Click on your avatar (picture icon) in the bottom left corner.
  3. Select Admin from the resulting menu (this requires you to have admin permissions).
  4. Go to the API section.
  5. Generate a “API v2 Token”
  6. Copy your token.

Create Monday connection in Rivery

  1. In your Rivery Account, go to the Connections page.
  2. Click on +Create New Connection.
  3. Choose Monday.
  4. Enter a Connection Name and insert your Monday API key.
  5. Click Save to create the connection.
  6. Run the Test Connection method, if the connection passed you are ready to work with this connection in Rivery.

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Troubleshooting

In some cases, some of the boards exist on the Monday app side, don't appear on the "Boards" report dropdown. A possible solution for this issue is to make sure that the user that its token had been used to establish the connection, has access to all relevant boards (the Monday API v2 Token is a user-associated token, and its scope is affected by the boards the user is exposed to).

Connection Best Practice Suggestion

The best way to make sure that all the relevant boards will appear on the Rivery UI will be to create a Rivery dedicated Monday user (an admin user type) and scribe this user to all relevant boards that need to appear and to be pulled.

This is also a good solution for making sure that boards that contain sensitive information will not appear in the Rivery UI and be exposed and availeble for pulling.


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