This article describes the steps of connecting Monday.com to PPM Express.
Adding Monday.com connection
In this scenario, we consider that you are linking projects from Monday.com to PPM Express for the first time.
When you link a project to Monday.com for the first time, after selecting the Monday.com connection, you get to the step where it is required to add a new connection.
As you select the 'Add new connection' option, the 'Create connection' window will be opened.
In the 'Create Connection' window that appears provide a Monday.com token and click Connect.
Monday.com connection will be added to PPM Express.
Now you can link projects from Monday.com to PPM Express.
Creating API token for Monday.com
A personal API token is used for connection to the Monday.com environment. Boards will be available for linking depending on the account permissions in Monday.com:
- All Boards of the Main type from all Workspaces, even if the connection account is not added as a member to the Board and Workspace;
- All Sharable and Private Boards where the connection account is an Owner or added as a member.
An account with the Admin role is not required. API tokens of the following accounts can be used for connection:
1. Admin account (not required)
API Token can be generated and copied on the Admin page: click on the Account icon, select Admin, and open the API page.
Click on the ‘Generate’ button to create a personal API Token for your account and then copy it.
2. Activated user account with Member role
Only users with Admin permissions have Admin settings and can generate API tokens there.
Users without Admin permissions can generate and copy personal access tokens in Account -> Developers menu -> Developer drop-down menu -> My Access Tokens.
On the 'My Tokens' page click on the ‘Show’ button and then the ‘Copy’ token.
API Token of an account with a Viewer (read-only) role cannot be used.