Use Monday as a Content Source

Monday.com is a leading project management platform that allows users to create their own apps. This article shows how to index the data stored on Monday.com.

Establish a Connection

  1. Navigate to Content Sources.

  2. Click Add New Content Source.

  1. Find Monday.

  2. Under the Authentication tab, enter the following details:

    1. Name. Give the content source a name.

    2. Language. Choose a language. English is the default language.

    3. Client URL. The Monday instance URL.

    4. API Token (Personal Token Access). Enter the API Token of your Monday.com instance. Refer to Get API Token for Monday.com.

    5. Once you have entered all the details, Click Connect.

Set Up Crawl Frequency

The first crawl is always manual and is performed after configuring the content source. In Choose A Date, select a date to start crawling; the data created after the selected date will be crawled. For now, keep the frequency to its default value Never and click Set and move to the next section.

Select Content Types for Indexing

After you have established the connection between SearchUnify and Monday.com and set the frequency, define the content model for indexing. Only the content and fields related to the Items object are crawled and indexed in the search results.

Under the Rules section, you’ll see two tabs: By Content Types and By Boards.

Under the By Content Types tab, you will see the Items object configured already. Click edit to see all the fields related to the Items object. Only the admins are advised to edit or remove fields if needed. Note: If you make any changes to the fields, click Apply to make those changes reflect in the search results.

When you navigate to the By Boards tab, you will see the list of all the Monday boards. An alphabetical list is there with highlighted letters. Upon clicking on the highlighted letters, you will see boards whose name starts with that letter.

Select all the boards that you want to crawl in your SearchUnify instance. Once done, click Save.

After the First Crawl

Return to the Content Sources screen and click in Actions. The number of indexed documents is updated after the crawl is complete. You can view crawl progress in in Actions. Documentation on crawl progress is in View Crawl Logs.

NOTE 1

Review the settings in Rules if there is no progress in Crawl Logs.

NOTE 2

For Mamba '22 and newer instances, search isn't impacted during a crawl. However, in older instances, some documents remain inaccessible while a crawl is going on.

Once the first crawl is complete, click in Actions open the content source for editing, and set a crawl frequency.

  1. In Choose a Date, click to fire up a calendar and select a date. Only the data after the selected date is indexed.

  2. Use the Frequency dropdown to select how often SearchUnify should index the data. For illustration, the frequency has been set to Weekly and Tuesday has been chosen as the crawling day. Whenever the Frequency is other than Never, a third dropdown appears where you can specify the interval. Also, whenever Frequency is set to Hourly, then manual crawls are disabled.

  3. Click Set to save crawl frequency settings. On clicking Set, you are taken to the Rules tab.