monday.com Integration - Integration Setup

The integration is designed to synchronize data between OnePlan and monday.com. Transforming boards in monday.com into Plans within OnePlan. Each row within monday.com will seamlessly translate into Schedule tasks within the OnePlan Work Plan. Conversely, the reverse process is also facilitated, with any Scheduled tasks in the OnePlan Work Plan seamlessly becoming tasks in monday.com.

OnePlan

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan.

1. Log into your OnePlan group using your OnePlan login credentials.
2. Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.  
3. Navigate to the Integration section in the left-hand navigation panel.
4. Next to the Authentication Keys section click the + Add Key button.
5. Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD. 
6. Store the OnePlan group name and the Authentication Key securely. This grants access to your OnePlan group for any program. Please note that the key will no longer be visible after the page is refreshed.

Note: It's recommended to generate a new authentication key for every integration and assign a descriptive name to each key, enabling clear association with its corresponding integration. This practice enhances security, simplifies management, and facilitates easier tracking and troubleshooting.

monday.com Setup

Generate a Personal API Token

To generate a Personal API Token, the user must have Administrator permissions within monday.com:

1. Log into monday.com.
2. Click on your profile picture on the top right of the screen.
3. Select Developer.
4. Navigate to My Access Tokens.
5. Click Show to view the API token.
6. Click Copy.

Note: Regenerating a Personal API Token will break the integration. The new token will have to be updated in the integration.

Finding your Board Ids

To locate the board Id that you wish to use as a template for the fields to sync. If no board Id is listed, only the first 25 boards will be queried from the organization for the list of possible fields to sync.

1. Within monday.com, navigate into the board you wish to use.
2. Go to the URL, the Id will be at the end: https://{OrganizationName}.monday.com/boards/1234567890

OneConnect Setup Process

To complete the OneConnect setup, you need to be an Administrator or Editor in the OneConnect group you wish to set the integration up in.  

1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai)
2. Navigate to OnePlan and monday.com.
3. Click Configure. 

OnePlan Connector

1. Group Name
   • Input the name of the OnePlan Group name you intend to integrate with.
2. Authentication Key
   • Paste the generated OnePlan Authentication Key obtained from OnePlan.
3. Additional Options
   • Expand the section for additional configuration options.
4. (Optional) Alternate OnePlan Environment URL
   • If using an environment other than the default (https://my.oneplan.ai), select the appropriate URL from the available options:
     • https://au.oneplan.ai 
     • https://ca.oneplan.ai 
     • https://eu.oneplan.ai  
5. (Optional) OnePlan Default Plan Type
   • Specify a default plan type if the integration doesn’t automatically provide a plan type for plan-level work items in OnePlan. Enter a single value for this purpose.
6. Test Connection
   • Click Test to verify the correctness of the connection settings to OnePlan.
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
7. Save Changes
   • After verifying the connection, click Save to retain the configured settings.

Monday Connector

1. monday.com URL
   • Enter the URL of your Monday environment (e.g., https://{OrganizationName}.monday.com).
2. Email
   • Enter the designated monday.com email for accessing the environment.
   • Note: It's recommended to use a service account for accessing monday.com.
3. Personal API Token (PAT)
   • Input the PAT associated with the monday.com account intended for integration with OnePlan. Follow the instructions provided on how to generate a personal API token.
4. Additional Options
   • Expand the section for additional configuration options.
5. Board Id(s) to use for field mapping
   • Specify the board Id to be utilized during the import and export. This is used for querying fields available for field mapping. See Finding your Board Ids for instructions.
6. Test Connection
   • Click Test to verify the correctness of the connection settings to monday.com.
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
7. Save Changes
   • After verifying the connection, click Save to retain the configured settings.