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monday.com Integration

Connect monday.com work OS to Milemarker

Step 1-2: Access API Settings & Copy Token

1

Access API Settings

  1. Log in to your monday.com account as an Admin
  2. Click your profile picture in the bottom-left corner
  3. Select Admin from the dropdown menu
  4. Click API in the admin panel
2

Copy API Access Token

Your personal API token will be displayed on the API page. Click Copy to copy the token. Save this token securely.

Step 3-7: Create OAuth Application

3

Access Developer Center

Click your profile picture in the bottom-left corner. Select Developers from the menu. The Developer Center will open in a new tab.

4

Create New App

In the Developer Center, click Build app (or Create App). Enter the application name: "Milemarker Data Integration". Click Create or Submit.

5

Retrieve OAuth Credentials

After creating the app, locate the following fields (typically at the bottom of the app configuration page):

Client ID:Visible immediately
Client Secret:Click eye icon to reveal

Copy both credentials and save them securely.

6

Configure OAuth Scopes

In the left menu, click OAuth. Under the Scopes section, select:

boards:read
boards:write

Click Save Scopes.

7

Set Redirect URL

Still in the OAuth section, navigate to the Redirect URLs tab. Add the redirect URL: https://airbyte.com. Click Save.

Step 8-9: Create Milemarker User

8

Create User

In your monday.com workspace, go to profile picture then Admin then Users. Click Add users or Invite users.

First Name:Milemarker
Last Name:Org
Email:client_role@milemarker.co
Permissions:Admin

Send the invitation.

9

Verify User Access

  • Confirm that the Milemarker user has accepted the invitation
  • Verify the user has access to all boards and workspaces that need to be synced
  • Ensure the user has the appropriate read/write permissions
10

Send Credentials to Milemarker

You now have all three required credentials:

Access Token (from Step 2)
Client ID (from Step 5)
Client Secret (from Step 5)

Share these via Password Link to connect@milemarker.co with subject: "monday.com Credentials - [FIRM NAME]"

Important Reminder

Please use the email client_role@milemarker.co when setting up Milemarker's user credentials.

Need Help?

If you have any questions or need additional guidance, please contact us.

connect@milemarker.co