Create Informatica Mappings From/To an ODBC Data Source for Monday.com

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Monday.com, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Monday.com data in Informatica PowerCenter.

Connect to Monday.com as an ODBC Data Source

Information for connecting to Monday.com follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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).

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Monday.com in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Monday Source]
Driver = CData ODBC Driver for Monday.com
Description = My Description
APIToken = eyJhbGciOiJIUzI1NiJ9.yJ0aWQiOjE0MTc4NzIxMiwidWlkIjoyNzI3ODM3OSwiaWFkIjoiMjAyMi0wMS0yMFQxMDo0NjoxMy45NDFaIiwicGV

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to Invoices Data

Follow the steps below to create a linked table, which enables you to access live Invoices data.

Create the ODBC Connection

Follow the steps below to connect to Monday.com in Informatica PowerCenter:

1. In the Informatica Developer tool connect to your repository and create a project.
2. In the Connection Explorer pane, right-click and click Create a Connection.
3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Monday.com Data Object

After you have created an ODBC connection to Monday.com, you can now access Monday.com entities in Informatica. Follow the steps below to add Invoices entities to your project.

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. In the wizard that is displayed, select the Relational Data Object option.
3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want. 👁 The driver models Monday.com entities as relational tables. (Salesforce is shown.)
   

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

👁 Table data and metadata in the Data Viewer. (Salesforce is shown.)

Create the Mapping

Follow the steps below to add the Monday.com source to a mapping:

1. In the Object Explorer, right-click your project and then click New -> Mapping.
2. Expand the node for the Monday.com connection and then drag the data object for the table onto the editor.
3. In the dialog that appears, select the Read option.

👁 The source Monday.com table in the mapping. (Salesforce is shown.)

Follow the steps below to map Monday.com columns to a flat file:

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
3. In the properties for the Monday.com object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
5. Click and drag to connect columns.

To transfer Monday.com data, right-click in the workspace and then click Run Mapping.

👁 The completed mapping. (Salesforce is shown.)