Monday.com

Monday.com is a work operating system (Work OS) that allows teams to create and manage workflows, projects, and processes in one digital workspace. It is a cloud-based platform that can be customized to fit any team’s needs, from creative and design to sales and CRM..

Prerequisites

To connect Monday.com to Omnata, you need to have an active Monday.com account.

Authentication

API Key Authentication

The monday.com API uses token-based authentication.

Setting up an API Key

Monday.com Authentication Documentation

• Login to your monday.com account

• Click on your avatar/profile picture in the top right corner.

• Select Administration (this requires you to have admin permissions).

• Go to the API section.

• Copy your personal token.

Please note that you can always regenerate a new token; however, doing so will cause the previous token to expire.

Inbound Syncs

Some monday.com objects do not support an incremental sync strategy, therefore, the incremental sync strategy will use full-refresh on some objects. The plugin uses the activity logs to determine board changes.

Recommended sync configurations

You should run the sync in full each time using the Sync Strategy Incremental and Storage Behaviour Merge.

Depending on the size of your monday.com account, the sync may take a while to run. Therefore, it's recommended that you create several syncs that run in parallel to speed up the process and to only sync the data you need. This will also allow for more frequent updates of the data.

Sync Group 1 - Account & Workspace

Recomendation Type	Details
Sync Name	Monday.com - Account and Workspaces
Sync Frequency	12:15 AM Business Days
Streams	accounts account_products docs docs_blocks folders users tags teams team_owners team_users workspaces

Sync Group 2 - Boards

Recomendation Type	Details
Sync Name	Monday.com - Boards
Sync Frequency	Hourly in Business Hours on Business Days
Sync Strategy	Incremental, Merge
Streams	boards board_columns board_groups board_tags board_owners board_views

Sync Group 3 - Board Items

The initial sync will bring all your data into Snowflake. After that, the sync will only bring in new and updated items. Items deleted will not be removed from Snowflake due to monday.com not having the ability to get removed items. Ensure you also sync the active_board_items to get the current active items on a board.

Recomendation Type	Details
Sync Name	Monday.com - Boards Items
Sync Frequency	Every 30 minutes in Business Hours on Business Days
Sync Strategy	Incremental, Merge
Streams	activity_logs board_items board_item_column_values

Sync Group 4 - Active Board Items

Due to monday.com not having the ability to get removed items, will need to run the sync in full each time to work out what is still active on a board (using the Fetch Strategy Full Refresh / Replace).

Recomendation Type	Details
Sync Name	Monday.com - Active Board Items
Sync Frequency	Hourly in Business Hours on Business Days
Sync Strategy	Full Refresh, Replace
Streams	board_items_active

Sync Group 5 - Updates & Assets

Items in monday.com can have updates and assets attached to them. This sync will get all the updates and assets for each item each time. This sync will take a while to run each time

Recomendation Type	Details
Sync Name	Monday.com - Updates and Assets
Sync Frequency	2:15 AM Business Days
Sync Strategy	Incremental / Merge
Streams	board_item_assets updates update_assets update_replies

Sync Group 6 - Subscribers

Recomendation Type	Details
Sync Name	Monday.com - Subscribers
Sync Frequency	1:15 AM Business Days
Sync Strategy	Incremental / Merge
Streams	board_subscribers board_item_subscribers workspace_owners_subscribers workspace_team_subscribers workspace_user_subscribers

Outbound Syncs

There is currenly no Outbound syncing support for this App, but please let us know if you have a use case in mind.