How to set up the Monday.com integration
Connect Monday.com so your team can link items to the journey-map steps they affect.
An Admin connects Monday.com once at the account level. After that, anyone in your workspace can search Monday.com and link items to planning cards on any journey map.
In this guide
Set up the Monday.com integration
Prerequisites
Admin role at the account level. Only Admins can configure integrations, and the connection applies to the whole account.
A Monday.com account with access to the boards you want to link from.
Monday.com uses a single authentication method: a personal API token. The token carries the permissions of whoever creates it, so connect with a user who can see the boards your team needs.
Open the Monday.com integration in Smaply
Go to Account Settings > Integrations and click Set up next to Monday.com. The Configure Monday.com page opens with an empty API Key field and a help block summarising what you need to do next.
Get your personal API token from Monday.com
In a new tab, sign in to Monday.com. Click your profile picture, choose Developers, then open the Developer Center. Under My Access Tokens, click Show to reveal your token and Copy it.
You can also go straight to https://YOUR-TEAM.monday.com/apps/manage/tokens, swapping in your own Monday.com subdomain for YOUR-TEAM. Account Admins have a second route: profile picture > Administration > Connections > Personal API token.
Enter the API key and save
Back on the Configure Monday.com page, paste the token into the API Key field. Monday.com calls it a token and Smaply calls it an API key, but it is the same value. Click Save Configuration.
Confirm the connection
Smaply tests the connection and, once it succeeds, the page shows a green confirmation. Monday.com is now available to everyone in your account.
Verify the setup
Reopen the Configure Monday.com page from Account Settings > Integrations. A connected integration shows a green Connection setup message reading "Successfully connected to Monday.com as ...", along with Edit Configuration and Delete Configuration actions.
If you don't see the green confirmation, check the Troubleshooting section below.
Use Monday.com in planning cards
Once Monday.com is connected, anyone in your workspace can add a planning card to a journey map, search Monday.com, and link the item it relates to. For the full flow, see How to use planning cards.
Troubleshooting
The Configure Monday.com page shows the integration's current state. Pick the symptom below that matches what you're seeing.
Connection Error or the connection won't save - Connection issue
The token is wrong or was pasted with extra characters. Reopen Configure Monday.com, click Edit Configuration, and paste the token again from the Monday.com Developer Center with no leading or trailing spaces. If it still fails, regenerate the token in Monday.com and enter the new one.
No items found when adding a planning card - Search issue
The connection works but Monday.com returns nothing for your search. A personal token only reaches the boards its owner can open in Monday.com, so items on boards they can't see won't appear. Check that the search text matches an item the token's owner can access.
A connection that worked has stopped - Token regenerated or revoked
Regenerating a token in Monday.com issues a new one and breaks any connection still using the old token. The same happens if the token's owner loses access to the boards.
Copy the current token from the Monday.com Developer Center, then reopen Configure Monday.com, click Edit Configuration, and paste it in.
Items are missing or you can't connect at all - Permission issue
Configuring the integration needs an Admin role at the account level. If Set up or Edit Configuration isn't available, ask an account Admin to make the change.
For which Monday.com items appear, the connection uses the token owner's permissions. If a teammate can't find an item you can see, the token owner may not have access to that board in Monday.com.
For questions about how the connection behaves across your account, such as disconnecting Monday.com or what happens when you remove it, see How to manage integrations.
Still not working? Contact support at help@smaply.com
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