Monday.com Direct Integration

Created by Disha Munoth, Modified on Mon, 22 Jan 2024 at 03:23 AM by Disha Munoth

Overview


Discover a hassle-free approach to managing your monday.com licenses with Spendflo's direct integration. Navigating the intricacies of license management becomes a breeze as Spendflo offers a centralized platform. Easily track usage, identify inactive users, and reclaim unused licenses, all streamlined for your convenience. This guide is your key to effortlessly optimizing and making the most of your monday.com subscriptions.


Features:

Identify Inactive Users:
Utilize Spendflo's monday.com integration to generate a detailed user activity report under Settings -> “Licenses” to identify inactive licenses.

Negotiate Favorable Pricing:
Spendflo equips you with valuable data and reports to empower you during negotiations with monday.com.


Pre-requisites:

  • A monday.com account with administrator privileges
  • An active Spendflo account
  • Spendflo's monday.com integration configured


Limitations:

  • Currently cannot reclaim or downgrade



Permissions:


The following permissions are used for the integration with Monday.com :-

me:read: Permission to view personal profile details.

workspaces:read: Ability to access and view information about workspaces.

workspaces:write: Permission to create or modify workspaces.

users:read: Access to view user profiles.

users:write: Permission to create or modify user profiles.

account:read: Ability to access and view account-related details.

teams:read: Permission to view information about teams.



Steps to Install the integration


1. Navigate to the Spendflo Integrations page

First, navigate to the Spendflo integrations page from Settings>Management Hub>Integrations>Available Apps. Then locate the Monday.com app from the app list and click connect.




2. Access Token Entry

Once you click the “Connect” button the below window will appear. You will be asked to enter an Access Token.




Follow the below steps to obtain the Access Token 

  1. Log into your monday.com account. 

  2. Click on your avatar/profile picture in the top right corner.

  3. Select Developer. This will open the Developer Center in another tab.

  4. Click Developer in the top menu.

  5. Select My Access Tokens.

  6. Click on the blue Show button to expose your API token and copy it. Please note that you can always regenerate a new token; however, doing so will cause the previous token to expire.




3. Authorize the App

Once you have entered the Access token click on “Connect” to authorize the app to complete the integration.



4. Integration is successful

The integrations screen will close and you'll see the successful prompt on the Spendflo screen. The data will start populating on the License page.


Through a seamless combination of monday.com's features and Spendflo's powerful integration, you can achieve direct license management success and optimize your investment in monday.com.


Now that you have integrated with Monday.com, click here to see how you can make the best use of the features.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Can't find what you are looking for?

Email us at support@spendflo.com