Overview#
You can configure monday.com integration to automatically create board items for file transfer task status changes.
After completing the integration, an item is automatically created on the specified monday.com board whenever designated events occur, such as a transfer being Started (Transfer Started) or Completed (Transfer Completed), or a device being Connected (Device Connected) or Disconnected (Device Disconnected).
The entire process proceeds in the following order: ① Obtain a monday.com API Token → ② Check the Target Board ID → ③ Configure the Integration in the Product.
Prerequisites#
Before you begin, check the following.
| Item | Description |
|---|---|
| monday.com account | A monday.com account that can access and edit the target board is required. The API Token has the same permissions as the account. |
| Target board | Prepare the monday.com board where items will be created in advance. |
| Network | Outbound HTTPS communication to api.monday.com (443) must be allowed from the environment where the product is installed. |
Obtain a monday.com API Token#
To create items in monday.com, obtain a personal API Token.
Step 1. Open the Developer Center#
Click the profile picture in the upper-right corner and select Developers.
The Developer Center opens in a new tab.
Step 2. Copy the API Token#
Under My Access Tokens (or API Token), click Show and copy the displayed token.
The token is generally in JWT format and starts with eyJ.
ℹ️ This token has the same permissions as the account, so treat it like a password and make sure it is not exposed in public repositories or external documents. If it is exposed, use Regenerate in the Developer Center to invalidate the existing token.
Checklist#
- ✔ The API Token has been confirmed in the Developer Center.
- ✔ The API Token has been copied securely.
Check the Target Board ID#
Check the ID of the target board where items will be created.
Step 1. Check the Board ID#
When you open the target board, the number following /boards/ in the browser address bar URL is the Board ID.
https://<account>.monday.com/boards/<Board ID>
Checklist#
- ✔ The target Board ID has been confirmed.
Configure monday.com Integration#
Enter the issued API Token and Board ID in the product settings.
When you open the Monitoring settings window, the following screen is displayed.
Step 1. Enter the Monday API Token#
Enter the copied API Token in the Monday API Token field.
Step 2. Enter the Board ID#
Enter the confirmed Board ID in the Board ID field.
Step 3. Select Events#
Select the events to monitor under Events.
You can select multiple events, and items are created in monday.com only when the selected events occur.
| Event | When It Occurs |
|---|---|
| Transfer Started | When the transfer task starts |
| Transfer Completed | When the transfer is completed successfully |
| Transfer Paused | When the transfer is temporarily paused |
| Transfer Recovered | When the transfer is automatically recovered and resumed after an interruption or error |
| Device Connected | When a device is connected |
| Device Disconnected | When a device is disconnected |
Step 4. Save the Settings#
After completing the input, click Add to save the integration.
Checklist#
- ✔ The Monday API Token has been entered.
- ✔ The Board ID has been entered.
- ✔ The events to monitor have been selected.
Verify the Integration#
Verify that the settings are working correctly.
Step 1. Trigger a Test Event#
Run an actual transfer task or trigger one of the selected events.
Step 2. Check the monday.com Board#
Check whether a new item has been created on the specified monday.com board.
Checklist#
- ✔ An item has been created on the monday.com board.
- ✔ The triggered event was recorded successfully.
Setup Complete#
Once the settings are saved, the integration is applied.
After that, an item is automatically created on the specified monday.com board whenever the selected events occur.
Troubleshooting#
| Issue | Checklist |
|---|---|
| An item is not created | Check whether the Monday API Token and Board ID are correct and whether there are leading or trailing spaces or missing characters. |
| A 401 authentication error occurs | Check whether the API Token is valid and has not been invalidated by Regenerate. |
| A permission error occurs | Check whether the account that issued the API Token has access and edit permissions for the target board. |
| Board cannot be found | Check whether the Board ID is the number following /boards/ for the target board. |
| Integration fails in a closed network | Check whether outbound HTTPS communication to api.monday.com (443) is allowed by the firewall or proxy. |