Loading data into monday.com

Loading data into monday.com#

This guide explains how to load data into monday.com for further analysis.

Prerequisites#

Before you complete the procedure in this guide, perform all of the following actions:

  • Create a datastream whose data you want to load into monday.com. For more information on creating a datastream, see Collecting data in Adverity.

Procedure#

To load data from a datastream into monday.com, follow these steps:

  1. Add monday.com as a destination to the workspace which contains the datastream or to one of its parent workspaces.

  2. Assign the monday.com destination to the datastream.

    You can assign as many destinations to a datastream as you want.

    Some destinations require specific Data Mapping. If these Data Mapping requirements conflict, the destinations cannot be assigned to the same datastream.

  3. Configure load settings.

  4. Enable data loading into the destination from the datastream.

Adding monday.com as a destination#

To add monday.com as a destination to a workspace, follow these steps:

  1. Go to the Destinations page.

  2. Click + Create destination.

  3. Search for and click monday.com.

  4. Choose how to authorize Adverity to access monday.com:

    • To use your details, click Access monday.com using your credentials.

    • To ask someone else to use their details, click Access monday.com using someone else’s credentials.

      If you choose this option, the person you ask to create the authorization will need to go through the following steps.

  5. Click Next.

  6. In the authorization page, fill in the following fields:

    API Key

    Enter your monday.com Personal Access Token. To retrieve your Personal Access Token, in monday.com, click your profile picture, click Developers, and then click API.

  7. Click Authorize.

  8. In the Configuration page, fill in the following fields:

    Name

    (Optional) Rename the destination.

    Workspace

    Select the workspace that contains the board into which you want to load data.

    Board

    Select the board into which you want to load data.

    Group

    (Optional) Select the group within the board into which to load data. If no group is selected, data is loaded into the board’s default group.

  9. Click Create.

Assigning monday.com as a destination#

To assign the monday.com destination to a datastream, follow these steps:

  1. Go to the Datastreams page.

  2. Open the chosen datastream by clicking on its name.

  3. In the Load section, click + Add destination.

  4. Select the monday.com checkbox in the list.

  5. Click Save.

  6. For the automatically enabled destinations, in the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the new destination. The following data extracts will be loaded:

    • All data extracts with the status collected if no other destinations are enabled for the datastream

    • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

    Alternatively, click Skip to continue configuring the destination settings or re-load the data extracts manually. For more information, see Re-loading a data extract.

Configuring settings for loading data into monday.com#

To configure the settings for loading data into monday.com, follow these steps:

  1. Go to the Datastreams page.

  2. Open the chosen datastream by clicking on its name.

  3. In the Load section, find the monday.com destination in the list, and click image1 Actions on the right.

  4. Click image2 Destination settings.

  5. Fill in the following fields:

    Batch size

    Enter the number of items to send to monday.com per API request. The value must be between 1 and 1000.

    Column mapping

    Map each field from your datastream to the corresponding column in your monday.com board. For each field you want to load, select the target monday.com column from the drop-down list.

    Fields that are not mapped are not loaded into monday.com.

    Note

    monday.com supports loading data into Text, Long Text, and Number columns.

  6. Click Save.

Enabling data loading into monday.com destination#

To enable data loading into the monday.com destination from the datastream, follow these steps:

  1. Go to the Datastreams page.

  2. Open the chosen datastream by clicking on its name.

  3. In the list in the Load section, find the monday.com destination, and enable the toggle.

  4. In the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the newly enabled destination. The following data extracts will be loaded:

    • All data extracts with the status collected if no other destinations are enabled for the datastream

    • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

    Alternatively, click Skip to only load data extracts collected in the future or re-load the data extracts manually. For more information, see Re-loading a data extract.

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