Getting Started
Welcome
With monday.com for Confluence, you will have native monday.com boards, timetables, charts, and calendars without moving away from Confluence! Follow this quick guide to get started.
Connect monday.com and Confluence
Step 1: Open the configuration panel
From your Confluence instance, head over to the Manage your apps section.
Within the “Manage your apps“ section, find and click the moday.com configuration button in the lefthand panel under the Atlassian marketplace menu.
Step 2: Download app on the monday.com marketplace
Start the process by following the step-by-step flow.
Click on the Install app on monday.com button. If you previously downloaded the app from the monday.com marketplace, click on the App is already installed button and jump to Step 3.
Another window will open, heading to monday.com. Check that you are connected to the monday.com account you want to connect with Confluence.
Proceed by clicking on the Update app button. The app will now appear in the monday.com Manage apps section.
Head back to the Confluence window.
Step 3: Create a connection
After coming back to the Confluence window, click on the App is already installed button.
Within the Connection details section, go ahead and complete the following:
Add a name for your connection - create a name for your connection.
Select Confluence user groups - select which user group you want to allow access to link and view monday.com data in Confluence.
Once these fields have been completely filled out, proceed to the next step by clicking on the Continue button.
Step 4: Authorization
In the next window, you will see your connection details.
Review the details and click on the Continue button if everything is correct.
A new window will open. Click on the Authorize button and accept the scopes on the following screen by clicking on the Authorize button.
Step 5: Successful Connection
After authorizing the connection, you will be directed to the connection status page.
You should see a Success message if all the steps were correctly followed. Now click the Continue button to close the connection configuration.
Edit or Delete Existing Connection
After creating a connection, the monday.com configuration page on Confluence will display the status and details of the connection.
On this page, you will be able to make the following changes to the connection:
Edit - Make changes to any of the connection details.
Resync Connection - Reconnect the apps.
Disconnect - Delete the connection.
Update app on monday.com - Update the app on the monday.com side
