Integrations

Integrations pull external data into Auditmark on a schedule or on demand. You connect an external account (Monday today), then add sources that bind individual boards to Auditmark reference types: locations or team members. Sync flows one way, from Monday into Auditmark.

Open Integrations in the admin sidebar to see every connection and its status. The page header reads "Connect external accounts, then add sources to bind boards to references."

The connections table

The connections table lists one row per connection with these columns.

When you have no connections yet, the table reads "No integrations yet. Connect Monday.com to get started."

Connect Monday

Select Connect Monday to open the connection dialog. You need two things.

1. A Monday API token. Paste it into the API token field. Auditmark stores it encrypted in Vault and never shows it again.
2. An optional Title to identify this connection, for example "Production workspace".

Select Connect. The button shows "Connecting..." while it works, then Auditmark redirects you to the connection detail page. The connection status shows as active when the token is accepted, or error if Monday rejects it.

Connection detail page

The connection detail page is where you rotate the token, add and manage sources, and disconnect. The header shows the provider, the optional title, and the current status badge, with a back link to the connections list.

Rotate the token

If your Monday token changes, paste the new one into the New API token field and select Rotate. Auditmark replaces the stored token immediately, and sources keep syncing with the new token. The button shows "Rotating..." while it works.

Disconnect

Select Disconnect to remove the connection. A confirmation dialog explains the effect: the stored token is deleted and all sources are removed. Records that were already synced remain as a read-only historical mirror but no longer refresh. Confirm with Disconnect, or choose Cancel to keep the connection. This action cannot be undone.

Sources

A source binds one Monday board to one Auditmark reference type. Each row on the board imports as one record of that type. You can add multiple sources to the same connection, one per board.

Add a source

On the connection detail page, under Sources, select Add source.

1. Board. Pick the Monday board you want to sync. Auditmark fetches the boards available to your token. If it cannot load them, it shows "Couldn't load boards from Monday. Check the token."
2. Reference type. Choose what each board row represents. Pick Site to sync rows into your locations list (see Locations), or User to sync rows into your team candidates (see People & access). The labels in the picker reflect your configured shell terminology.
3. Client (site sources only, when the client layer is enabled). Select the client account these locations belong to. If you have no client accounts yet, the dialog links you to create one first.
4. Field mapping. Map Monday columns to Auditmark fields. Each field shows its type, and required fields are marked with an asterisk. Auditmark auto-maps obvious matches from the column titles, so review and adjust them. Choose (none) to leave a field unmapped.
5. Extra attributes. Columns not claimed by a schema field appear in a separate section. You can store any of them under a custom attribute key, or leave them blank to skip them.

You cannot save while a required field is unmapped. Auditmark lists the missing fields under the mapper, for example "Map the required field(s): Name." Select Add source to save. The button shows "Saving..." while it works, and the source then appears in the sources table.

The sources table

The sources table shows one row per source.

When the connection has no sources, the table reads "No sources yet. Add a source to bind a Monday board to a reference type."

Each row has these actions: Sync now, Edit mapping, Runs, and Remove.

Sync now

Select Sync now on any source row to run a sync immediately. The button shows "Syncing..." while it runs. When it finishes, a toast reports the outcome:

• "Synced N items" when records were created or updated.
• "Sync complete (no changes)" when nothing changed.
• "Sync failed:" followed by the reason when the run failed or any records errored.

The sources table refreshes to show the updated last-sync time and status.

Edit a source's field mapping

Select Edit mapping on a source row to adjust which Monday columns map to which Auditmark fields. The board and reference type are fixed after creation, so only the mapping changes. Required fields must stay mapped to save. Select Save mapping to apply.

Remove a source

Select Remove on a source row. A confirmation dialog explains that the board binding and its webhook are removed, and that already-synced records remain as a read-only historical mirror but no longer refresh. Confirm with Remove, or choose Cancel.

Sync history

Select Runs on any source row to expand the sync history for that source, then Hide runs to collapse it. Each run shows these columns.

A source with no runs reads "No sync runs yet."

Response sets sourced from Monday

Response sets can pull their options directly from a Monday board rather than from a manually maintained list. You configure that on the Response sets page, not here. See Response sets for how to set up a sourced response set and point it at a Monday board.

Team candidates from Monday

Connecting Monday account users as team candidates is set up on the People & access page, not here. See People & access for the directory sync setup. When a synced user leaves the Monday account, Auditmark flags them rather than deleting them automatically. See Webhooks for how to receive events when team membership changes.