Integrating with monday.com

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 6 minutes de lecture

    • Integrating your Software Asset Management application with monday.com enables you to track your software subscriptions and to reclaim unused licenses.

    Important :
    Minimize security risks and protect information by granting access only to the necessary user or API permissions.
    Tableau 1. Minimal user permissions
    Process Required user role in the monday.com application Authentication scopes
    Download subscriptions Member users:read
    Pull user activity Member users:read

    Create a monday OAuth2 application

    Create a monday OAuth2 application to authorize access to the monday.com API.

    Avant de commencer

    monday.com Role required: Refer to the Minimal user permissions table.

    Pourquoi et quand exécuter cette tâche

    A monday application enables you to build workflows, user experiences, and products on top of the existing monday.com work operating system (Work OS). When you configure a monday application to use OAuth2, access is granted to the monday.com API so that it can read and modify user data.

    Procédure

    1. From a web browser, go to monday.com.
    2. Log in using your admin credentials.
    3. Select your profile icon and then select Developers.
      The My Apps page opens.
    4. Select Create App.
      The Basic Information page for the new application opens.
    5. In the Display Information section, fill in the fields.
      Tableau 2. Display Information
      Field Description
      Name Name of the monday application.
      Short Description Description of the application.
    6. Facultatif : In the same section, add your own application icon by selecting the auto-generated icon and then selecting an icon image.
      You can also change the icon color by selecting App Color and then selecting either a preset or custom color. If you don’t add your own application icon or select an icon color, the application uses the auto-generated icon and default icon color.
    7. In the App Credentials section, copy the values in the Client ID and Client Secret fields.
      Save them in a secure location for later use.
    8. Select Save App.
    9. From the left navigation menu of the new application, navigate to General > OAuth.
      The Scopes tab of the OAuth & Permissions page opens.
    10. In the Scopes section, specify how the application can access or use different types of user data by selecting the check box for the users:read OAuth scope.
    11. Select Save Feature.
    12. Select the Redirect URLs tab of the OAuth & Permissions page.
    13. In the Redirect URLs section, enter the URL of the OAuth provider that users are redirected to after authentication.
      Enter https://instance.service-now.com/oauth_redirect.do, where <instance> is the name of your ServiceNow instance.
    14. Select Save Feature.

    Create a monday.com integration profile

    Create a monday.com integration profile to track software subscriptions and optimize licensing for your monday applications.

    Avant de commencer

    To create a monday.com integration profile, request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) from the ServiceNow Store.

    ServiceNow Role required: sam_integrator

    Important :
    You must select the monday.com Spoke check box for this integration while installing optional features on the Application Manager page. For more information about choosing the required SaaS applications, see Request SaaS License Management.

    Pourquoi et quand exécuter cette tâche

    If you’re using Software Asset Workspace, the option to create the monday.com integration profile in Core UI is inactive.

    Procédure

    1. Navigate to the integration profile.
      InterfaceAction
      Core UI
      1. Navigate to All > Software Asset > SaaS License > Direct Integration Profiles.
      2. Select New.
      3. Select monday.com Integration Profile.
      Software Asset Workspace
      1. Navigate to License operations > User Subscriptions > Direct integration profiles.
      2. Select New.
      3. Select monday.com from the drop-down list.
      4. Select Continue.
    2. On the form, fill in the fields.
      Tableau 3. Integration Profile form
      Field Description
      Display Name Name of the integration profile. For example, monday.com Integration.
      Status Status of the integration profile.
      • If you have not published the integration profile, this field is automatically set to Draft.
      • If you have already published the integration profile, this field is automatically set to Published.
      Profile Type Type of integration profile.

      This field is automatically set to monday.com Subscription.
    3. View the required user roles or API permissions to minimize security risks and optimize SaaS licenses.
      For more information about the required roles and scopes, see Minimal user permissions table.
    4. In the Download Subscription Subflow section, verify that the Subflow field is set to monday.com Download Subscriptions.
      Remarque :
      Remarque :
      The Download subscriptions check box is selected by default and you can't clear it.
    5. Select Save.
      Your ServiceNow instance creates a draft integration profile.

      The Connection & Credential field appears and is automatically set to sn_monday_com_spok.Monday.

    6. Open the connection & credential aliases record by selecting the preview icon (Preview icon.) next to the Connection & Credential field and then selecting Open Record in the record preview.
    7. On the Connection & Credential Aliases form, select the Create New Connection & Credential related link.
    8. In the dialog box, fill in the fields.
      Tableau 4. Create Connection and Credential dialog box
      Field Description
      Connection Name Name of the connection.
      Connection URL Base URL for the monday.com API.

      This field is automatically set to https://api.monday.com/.
      OAuth Client ID Client ID that is assigned to your monday application.
      OAuth Client Secret Client secret that is assigned to your monday application.
      OAuth Redirect URL URL of the OAuth provider that users are redirected to after authentication.

      This field populates automatically based on the redirect URL that you specified in Create a monday OAuth2 application.
    9. Select Create and Get OAuth Token.
      Remarque :
      For the role required to perform this step, refer to the Minimal user permissions table.
    10. In the Authorize App dialog box, sign in using the same monday.com credentials that you used to create your monday application.
    11. Select Allow.
      The dialog box closes and then you automatically return to the integration profile form.
    12. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.
    13. After the connection is verified, select Publish.
    14. In the Publish Confirmation dialog box, select OK.

    Que faire ensuite

    After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

    After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operations > User subscription > Direct integration profiles. You can select an integration profile to view the following related lists. If all of the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:
    • Software Models
    • Unrecognized Subscription Identifiers
    • Scheduled Jobs
    • Scheduled Job Results
    • Software Subscriptions
    • Subscription Identifier Exclusion Rule
    • Subscription User Exclusion Rule

    After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see Subscription exclusions for SaaS and SSO applications.

    If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.

    Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

    Create software entitlements for the automatically generated software models to track used software against owned software.
    Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.