---
sourceDocument: Yokohama IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-asset-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Integrating with monday.com

# Integrating with monday.com {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read

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.{#integrate-with-monday__table_box__entry__3}

| Process | Required user role in the monday.com application | Authentication scopes |
|-|-|-|
| Download subscriptions | Member | users:read |
| Pull user activity | Member | users:read |
[Table 1. Minimal user permissions]

{#integrate-with-monday__box-title}

## Create a monday OAuth2 application {#ariaid-title2}

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](https://www.servicenow.com/docs/M_PR5yzZYkNICQik0ZVCEw#integrate-with-monday "Integrating your Software Asset Management application with monday.com enables you to track your software subscriptions and to reclaim unused licenses.") 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](https://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.  
   {#create-monday-app__table_xs4_5pb_dpb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the monday application. |
   | Short Description | Description of the application. |
   [Table 2. Display Information]

   {#create-monday-app__table_xs4_5pb_dpb}
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 GeneralOAuth.  
   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 <kbd class="ph userinput">https://<var class="keyword varname">instance</var>.service-now.com/oauth_redirect.do</kbd>, where \<<var class="keyword varname">instance</var>\> is the name of your ServiceNow instance.
14. Select Save Feature.

## Create a monday.com integration profile {#ariaid-title3}

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](https://store.servicenow.com/).

ServiceNow Role required: sam_integrator or admin  
Important:  
You must select the monday.com Spoke check box for this integration while installing optional features on the [Application Manager](https://www.servicenow.com/docs/access?context=application-manager&version=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US) page. For more information about choosing the required SaaS applications, see [Request SaaS License Management](https://www.servicenow.com/docs/RP~t713q8QFqVTpJS_PmyA "Request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) so that you can create and manage integrations with your SaaS and Single Sign-on (SSO) applications. You can use these integrations to track license usage and to reclaim unused licenses.").

### 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 | 1. Navigate to AllSoftware AssetSaaS LicenseDirect Integration Profiles. 2. Select New. 3. Select monday.com Integration Profile. {#create-integration-profile-monday__ol_ijd_bjk_qtb} |
   | Software Asset Workspace | 1. Navigate to License operationsUser SubscriptionsDirect integration profiles. 2. Select New. 3. Select monday.com from the drop-down list. 4. Select Continue. {#create-integration-profile-monday__ol_wjd_bjk_qtb} |
   |-|-|

   {#create-integration-profile-monday__choicetable_o3p_z3k_qtb}
2. On the form, fill in the fields.  
   {#create-integration-profile-monday__table_v44_nq1_wmb__entry__2}

   | Field | Description |
   |-|-|
   | Display Name | Name of the integration profile. For example, <kbd class="ph userinput">monday.com Integration</kbd>. |
   | 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. {#create-integration-profile-monday__ul_jps_2kn_xbc} |
   | Profile Type | Type of integration profile. This field is automatically set to monday.com Subscription. |
   [Table 3. Integration Profile form]

   {#create-integration-profile-monday__table_v44_nq1_wmb}
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](https://www.servicenow.com/docs/M_PR5yzZYkNICQik0ZVCEw#integrate-with-monday "Integrating your Software Asset Management application with monday.com enables you to track your software subscriptions and to reclaim unused licenses.").
4. In the Download Subscription Subflow section, verify that the Subflow field is set to monday.com Download Subscriptions.  
   Note:  
   Note:  
   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.  
   {#create-integration-profile-monday__table_ujr_ps1_wmb__entry__2}

   | Field | Description |
   |-|-|
   | Connection Name | Name of the connection. |
   | Connection URL | Base URL for the monday.com API. This field is automatically set to <kbd class="ph userinput">https://api.monday.com/</kbd>. |
   | 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](https://www.servicenow.com/docs/M_PR5yzZYkNICQik0ZVCEw#create-monday-app "Create a monday OAuth2 application to authorize access to the monday.com API."). |
   [Table 4. Create Connection and Credential dialog box]

   {#create-integration-profile-monday__table_ujr_ps1_wmb}
9. Select Create and Get OAuth Token.  
   Note:  
   For the role required to perform this step, refer to the [Minimal user permissions](https://www.servicenow.com/docs/M_PR5yzZYkNICQik0ZVCEw#integrate-with-monday "Integrating your Software Asset Management application with monday.com enables you to track your software subscriptions and to reclaim unused licenses.") 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.
{#create-integration-profile-monday__steps_xcy_2xj_bpb}

### 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](https://www.servicenow.com/docs/QOT0JIOYoJrh5zHN5doyUQ "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.").

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/GNxfuFZjHxagOBJEcFk2aQ "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
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](https://www.servicenow.com/docs/2wG0fyrOGWy_xgLIDbdzyw "Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements in the Software Asset Workspace, see [Create entitlements in workspace](https://www.servicenow.com/docs/sGjH84C0Yb6tfKXRtV~R~Q "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements using the Software Asset Management Playbook, see [Create entitlements using the guided walk-through](https://www.servicenow.com/docs/xhjVwR1YgYPsFhk5cinhYQ "Use the guided walk-through playbook for a step-by-step process of creating entitlements.").
{#create-integration-profile-monday__ul_cbz_vhr_sqb}  
Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the [License Workbench](https://www.servicenow.com/docs/HrWX9T3XSBA67sMboMe3Bw "Review reconciliation results in a simplified workbench view.") (Software Asset Management classic application) or the [License usage view](https://www.servicenow.com/docs/IV78GN0uP2Lbx9K8DuEHEA "Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.") (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 in Software Asset Management classic](https://www.servicenow.com/docs/kNp2rY3QP5d5wZDJWRbUPg "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.").
* For more information on running reconciliation in the Software Asset Workspace, see [Run software reconciliation in the workspace](https://www.servicenow.com/docs/CsTOnTZs~oHwbwPNjebDjA "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.").
{#create-integration-profile-monday__ul_qgf_zhr_sqb}

*[\>]: and then