Step 1-2: Access API Settings & Copy Token
Access API Settings
- Log in to your monday.com account as an Admin
- Click your profile picture in the bottom-left corner
- Select Admin from the dropdown menu
- Click API in the admin panel
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
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.
Create New App
In the Developer Center, click Build app (or Create App). Enter the application name: "Milemarker Data Integration". Click Create or Submit.
Retrieve OAuth Credentials
After creating the app, locate the following fields (typically at the bottom of the app configuration page):
Copy both credentials and save them securely.
Configure OAuth Scopes
In the left menu, click OAuth. Under the Scopes section, select:
Click Save Scopes.
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
Create User
In your monday.com workspace, go to profile picture then Admin then Users. Click Add users or Invite users.
Send the invitation.
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
Send Credentials to Milemarker
You now have all three required credentials:
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