Integrating with monday.com

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.

Table 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.

Before you begin

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

About this task

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.

Procedure

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.

   Table 2. Display Information

   Field	Description
   Name	Name of the monday application.
   Short Description	Description of the application.

6. Optional: 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.

Before you begin

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 or admin

About this task

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

Procedure

1. Navigate to the integration profile.

   Interface	Action
   Core UI	Navigate to All > Software Asset > SaaS License > Direct Integration Profiles. Select New. Select monday.com Integration Profile.
   Software Asset Workspace	Navigate to License operations > User Subscriptions > Direct integration profiles. Select New. Select monday.com from the drop-down list. Select Continue.

2. On the form, fill in the fields.

   Table 3. Integration Profile form

   Field	Description
   Display Name	Name of the integration profile. For example, monday.com Integration.
   Connection & Credential	Connection and credential alias for the monday.com spoke. This field is automatically set to sn_monday_com_spok.Monday.
   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. On the Download Subscription Subflow tab, verify that the Subflow field is set to monday.com Download Subscriptions Subflow.
4. Select Save.
   Your ServiceNow instance creates a draft integration profile. The integration profile uses the monday.com Download Subscriptions and monday.com Update User Activity subflows to retrieve user data from your monday applications.
5. Open the connection & credential aliases record by selecting the preview icon () next to the Connection & Credential field and then selecting Open Record in the record preview.
6. On the Connection & Credential Aliases form, select the Create New Connection & Credential related link.
7. In the dialog box, fill in the fields.

   Table 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.

8. Select Create and Get OAuth Token.
   Note:

   For the role required to perform this step, refer to the Minimal user permissions table.
9. In the Authorize App dialog box, sign in using the same monday.com credentials that you used to create your monday application.
10. Select Allow.
    The dialog box closes and then you automatically return to the integration profile form.
11. Select Publish.

What to do next

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

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.

• For more information on creating software entitlements in the Software Asset Management Core UI, see Create entitlements in Software Asset Management classic.
• For more information on creating software entitlements in the Software Asset Workspace, see Create entitlements in workspace.
• For more information on creating software entitlements using the Software Asset Management Playbook, see Create entitlements using the guided walk-through.

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.

• For more information on running reconciliation in the Software Asset Management classic application, see Run software reconciliation.
• For more information on running reconciliation in the Software Asset Workspace, see Run software reconciliation in the workspace.