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Welcome to Datagrid
Welcome to Datagrid
Monday

Monday

The Monday connector allows you to seamlessly pull data from your Monday account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your Monday data, providing enhanced insights and reporting capabilities for project and workflow management.

1. How-to

1. Prerequisites

To configure the Monday connector, follow these steps:

  • An active Monday account with the necessary permissions to access the boards and data you want to import into Datagrid.
  • A Monday API key. You can generate this from your Monday account settings under "Admin" -> "API".
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the Monday connector involves selecting the specific data you want to import via Monday:

  1. Connect Monday App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Monday connector from the list. d. Log in with your Monday account. Monday may prompt you to authorize Datagrid's access to your Monday data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the Monday data you want to include in your dataset (e.g., Boards, Items, Users). b. Click the “Start First Import” Button to start syncing your Monday dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Monday:

  1. Navigate to Monday Dataset: a. Go to the left side panel and locate and click on the Monday dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Boards
  • Items (Pulses)
  • Columns
  • Users
  • Groups
  • Updates
  • Tags

3. Use Cases

  • Project Tracking and Reporting: Use Datagrid to analyze Monday's board and item data to track project progress, identify bottlenecks, and generate reports on task completion rates.
  • Resource Management: Integrate Monday's user and item data with other project data in Datagrid to optimize resource allocation, identify over-allocated resources, and improve team productivity.
  • Workflow Optimization: Use Datagrid to analyze Monday's workflow data to identify inefficiencies, optimize workflows, and improve project outcomes.
  • Sales Pipeline Management: Track leads, opportunities, and deals in Monday and use Datagrid to analyze sales performance, identify trends, and improve sales strategies.
  • Customer Support Tracking: Track customer support tickets and issues in Monday and use Datagrid to analyze support performance, identify common issues, and improve customer satisfaction.

4. FAQ

Q: What types of data can I import from Monday into Datagrid?

  • A: You can import a wide range of data, including boards, items (pulses), columns, users, groups, updates, and tags.

Q: How often can I schedule data pulls from Monday?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect Monday to Datagrid?

  • A: You need an active Monday account with the necessary permissions to access the boards and data you want to import into Datagrid. Ensure you have the correct API key.

5. Support & Additional Resources