Connect to Monday.com Data from Filemaker Pro (Mac)

FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect Cloud, FileMaker Pro gets access to live Monday.com data. This article demonstrates how to connect to Monday.com using Connect Cloud and query Monday.com data in FileMaker Pro.

CData Connect Cloud 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 Cloud 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 FileMaker Pro

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Monday.com" from the Add Connection panel
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).

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Monday.com Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Monday.com from FileMaker Pro using Connect Cloud

To establish a connection from FileMaker Pro to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Configure the ODBC Connection to CData Connect Cloud

1. Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
2. Configure a DSN for the Actual ODBC driver by setting the following properties:
   • URL: tds.cdata.com
   • Port: Change the port from 1433 to 14333
   • Username: Your Connect Cloud email address
   • Password: the PAT you created earlier

Query Monday.com from FileMaker Pro

1. In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query.
2. Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
3. In "Table.Column,"" select a table and a column name.
4. Set the "Operator" to =.
5. Select "Column," and then select the same table and column name as "Table.Column."
6. Click "Insert into SQL Query."
7. If no other modifications to the SQL query are required, click "Execute."

Get CData Connect Cloud

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