How to Access Live Monday.com Data in Power Automate Desktop via ODBC

The CData ODBC Driver for Monday.com enables you to access live Monday.com data in workflow automation tools like Power Automate. This article shows how to integrate Monday.com data into a simple workflow, moving Monday.com data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Monday.com data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Monday.com, the driver pushes supported SQL operations, like filters and aggregations, directly to Monday.com and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

Connect to Monday.com as an ODBC Data Source

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.

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).

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows.

Integrate Monday.com Data into Power Automate Workflows

After configuring the DSN for Monday.com, you are ready to integrate Monday.com data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the actions to connect to Monday.com, query Monday.com using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

• Connection string: DSN=CData Monday.com Source

After configuring the action, click Save.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

• Get connection by: SQL connection variable
• SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
• SQL statement: SELECT * FROM Invoices

After configuring the action, click Save.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

• Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
• File path: set to a file on disk
• Configure Advanced settings as needed.

After configuring the action, click Save.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

• SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to move Monday.com data into a CSV file.

With the CData ODBC Driver for Monday.com, you get live connectivity to Monday.com data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article walks through using the CData ODBC Driver for Monday.com with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• Monday.com Data in Power Automate Desktop using CData Connect Cloud
• Monday.com Data in Power Automate (Online) using CData Connect Cloud