ConnectANY App

Use cases for the App:

The application creates connections from various sources such as Power BI, SharePoint, Tableau, ServiceNow, Workday, Microsoft Dynamic, Microsoft 365 and SAP all versions.

With those connection a user can:

  • View data from those sources inside his monday.com board
  • Update data at those applications directly from his board
  • Create items in monday.com which contains data from those sources
  • Trigger automation in monday.com once data is delivered from those sources

Process

01 Add connection

  1. Please click on Add Connections tab
  2. Click on Add connection
  3. Give the name of the connection and fill all fields
  4. Click on Test & Save

02 Create New Mapping

  1. Click on the Fields Mapping tab
  2. Click on Add New
  3. Enter Name and fill all fields
  4. Click on "Save" button

03 Fields Mapping

  1. Click on the Fields Mapping tab
  2. Select the "+ Add Fields Mapping" option from the Action drop-down from any mapping row.
  3. Complete monday Outbound configuration by filling the filters and column mapp

04 Verify Outbound export

  1. Click on the Fields Mapping tab
  2. Select the "test" option from the Action drop-down from any Outbound mapping row.
  3. Enter Item Id from the monday board and click on Submit button.
  4. If you get csv file of a particular item as per configuration then the configuration is right and if you get any error message then the configuration is not right.

05 Verify Inbound import

  1. Click on the Fields Mapping tab
  2. Select the "test" option from the Action drop-down from any Inbound mapping row.
  3. Upload the Inbound file (CSV/XML) and click on Submit button.
  4. If you get a success message then the configuration is written properly and if you don't get a success message then the configuration is not written properly

06 Add or Refresh a Monday Token

Please follow the steps below to add or refresh your Monday token:

To Add a Token:
  1. Click the "Get Token" button. A new tab will open for authentication.
  2. Verify the account in the top right corner. If the account is correct, click "Authorize".Otherwise, switch to the correct account.
  3. After authentication is complete, return to the previous tab. You will see a "Reload required" popup. Click the "Reload" button or manually reload the page.
To Refresh the Token:
  1. Click the "Refresh Token" button. A new tab will open for authentication.
  2. Verify the account in the top right corner. If the account is correct, click "Authorize". Otherwise, switch to the correct account.
  3. After authentication is complete, return to the previous tab. You will see a "Reload required" popup. Click the "Reload" button or manually reload the page

Billing