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
- Please click on Add Connections tab
- Click on Add connection
- Give the name of the connection and fill all fields
- Click on Test & Save
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02 Create New Mapping
- Click on the Fields Mapping tab
- Click on Add New
- Enter Name and fill all fields
- Click on "Save" button
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03 Fields Mapping
- Click on the Fields Mapping tab
- Select the "+ Add Fields Mapping" option from the Action drop-down from any mapping row.
- Complete monday Outbound configuration by filling the filters and column mapp
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04 Verify Outbound export
- Click on the Fields Mapping tab
- Select the "test" option from the Action drop-down from any Outbound mapping row.
- Enter Item Id from the monday board and click on Submit button.
- 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.
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05 Verify Inbound import
- Click on the Fields Mapping tab
- Select the "test" option from the Action drop-down from any Inbound mapping row.
- Upload the Inbound file (CSV/XML) and click on Submit button.
- 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
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06 Add or Refresh a Monday Token
Please follow the steps below to add or refresh your Monday token:
To Add a Token:
- Click the "Get Token" button. A new tab will open for authentication.
- Verify the account in the top right corner. If the account is correct, click "Authorize".Otherwise, switch to the correct account.
- 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.
- Click the "Refresh Token" button. A new tab will open for authentication.
- Verify the account in the top right corner. If the account is correct, click "Authorize". Otherwise, switch to the correct account.
- 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
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