Integrate with Monday.com Data in SnapLogic

SnapLogic's iPaaS platform helps organizations automate application, data and cloud integrations. When paired with CData Connect Cloud, SnapLogic gets access to live Monday.com data. This article demonstrates how to connect to Monday.com using Connect Cloud and integrate with Monday.com data in SnapLogic.

CData Connect Cloud provides a pure SQL Server interface for Monday.com, allowing you to query data from Monday.com without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Monday.com, leveraging server-side processing to return the requested Monday.com data quickly.

Configure Monday.com Connectivity for SnapLogic

Connectivity to Monday.com from SnapLogic is made possible through CData Connect Cloud. To work with Monday.com data from SnapLogic, we start by creating and configuring a Monday.com connection.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Monday.com" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Monday.com.

   You can connect to Monday.com using either API Token authentication or OAuth authentication.

   Connecting with an API Token

   Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

   • API tokens for admin users
     1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
     2. Select Admin.
     3. Select "API" on the left side of the Admin page.
     4. Click the "Copy" button to copy the user's API token.
   • API tokens for non-admin users
     1. Click on your profile picture in the bottom left of your screen.
     2. Select "Developers"
     3. Click "Developer" and then "My Access Tokens" at the top.
     4. Select "Show" next to the API token, where you'll be able to copy it.

   Connecting with OAuth Authentication

   Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Monday.com Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Monday.com data from SnapLogic.

Connect to Monday.com from SnapLogic using Connect Cloud

To establish a connection from SnapLogic to CData Connect Cloud, you will need to download the CData Connect Cloud JDBC Driver.

1. Open the Integrations page of CData Connect Cloud.
2. Search for and select JDBC.
3. Download and run the setup file.
4. When the installation is complete, the JAR file can be found in the installation directory (inside the lib folder).

After copying the JDBC CData Connect Cloud JAR file, you will need to paste it into the SnapLogic installation location and configure the connection to Connect Cloud.

1. Log into SnapLogic.
2. Click the Managers tab.
3. Select a folder from the Project Spaces to add the JDBC JAR file to.
4. Click the Files tab.
5. Click the button in the top right to upload the CData Connect Cloud JDBC JAR file. It appears as a file once uploaded.
6. Click the Designer tab.
7. Click JDBC to expand the options for "snaps."
8. Click and drag a Generic JDBC - Select "snap" onto the designer.
9. Click Add Account > Continue.
10. Enter the JDBC connection properties.
    • JDBC driver: add the CData Connect Cloud JAR file
    • JDBC driver Class: enter cdata.jdbc.connect.ConnectDriver
    • JDBC Url: enter a JDBC connection string for the JDBC driver. For example: jdbc:connect:AuthScheme=Basic;User={username};Password={PAT};
    • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
    • Password: enter the PAT you generated previously.
    
11. Click Validate. If the connection succeeds, the "snap" is ready to use.
12. Click Apply.

You can now create reports with the connected data.

Get CData Connect Cloud

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