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URL: https://www.cdata.com/kb/tech/monday-cloud-redash.rst

⇱ Query, Visualize, and Share live Monday.com Data in Redash

Query, Visualize, and Share live Monday.com Data in Redash

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to live Monday.com data in Redash for querying, visualizing, and sharing.

Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect AI, Redash gets access to live Monday.com data. This article demonstrates how to connect to Monday.com using Connect AI and work with live Monday.com data in Redash.

CData Connect AI provides a pure SQL Server interface for Monday.com, allowing you to query data from Monday.com without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Monday.com, leveraging server-side processing to return the requested Monday.com data quickly.

Configure Monday.com Connectivity for Redash

Connectivity to Monday.com from Redash is made possible through CData Connect AI. To work with Monday.com data in Redash, we start by creating and configuring a Monday.com connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Monday.com" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Monday.com.

    You can connect to Monday.com using either API Token authentication or OAuth authentication.

    Connecting with an API Token

    Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

    • API tokens for admin users
      1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
      2. Select Admin.
      3. Select "API" on the left side of the Admin page.
      4. Click the "Copy" button to copy the user's API token.
    • API tokens for non-admin users
      1. Click on your profile picture in the bottom left of your screen.
      2. Select "Developers"
      3. Click "Developer" and then "My Access Tokens" at the top.
      4. Select "Show" next to the API token, where you'll be able to copy it.

    Connecting with OAuth Authentication

    Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Monday.com Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Monday.com data from Redash.

Connect to Monday.com from Redash using Connect AI

To establish a connection from Redash to CData Connect AI using the Virtual SQL Server, follow these steps:

  1. Log into Redash.
  2. Click the settings widget on the top right.
  3. Click New Data Source.
  4. Select Microsoft SQL Server as the Data Source Type.
  5. On the configuration tab, set the following properties:
    • Database Name: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, Salesforce1).
    • Server: enter the virtual SQL Server host name (tds.cdata.com)
    • User: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
    • Port: enter 14333
    👁 Configuring the connection to Connect AI from Redash.
  6. Click Create.
  7. Click Test Connection to ensure that the connection is configured properly.

You can now work with live Monday.com data in Redash.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Redash, try CData Connect AI today!