In the initial version of our monday.com integration, you can bring marketing reporting data from the top 6 paid marketing sources into your dashboard.
Before you begin
You must have a monday.com account and the following access permissions for the data sources.
Your Facebook account needs:
- Employee access with the View performance option enabled or Ad account analyst access to an ad account.
- If you're using the new Pages experience, your account needs partial access to the linked Facebook account.
For access to Lead data, your account needs Lead manager or Page admin access.
To connect to LinkedIn Ads, you need:
- A LinkedIn account with at least Viewer access to an ad account. Learn how to grant access to LinkedIn accounts.
- Admin access to the Company Page is required for creative-level (ad content and metadata) granularity.
To connect Supermetrics to Microsoft Advertising, you need:
- A Microsoft user account with at least Advertiser Campaign Manager access to an ad account. Learn how to grant access to a Microsoft Advertising account.
- Multi-factor authentication enabled for the Microsoft user account — this is a requirement for access to Microsoft Advertising via its API. See Microsoft's account security information for more details.
Your TikTok account needs at least Ad account analyst access to connect. User roles with higher permissions — including Owner, Admin, and Operator — will also work.
Your account needs Campaign analyst access. Some dimensions might also need Ad manager access to an ad account. Learn how to grant ad account access.
Connect to data sources
On the Configuration tab, the data sources you have already connected appear first, together with the number of ad accounts you have included. Below, you'll see the data sources that are available for you to connect.
- On the Configuration tab, click Connect next to the data source you’d like to connect to.
- Connect to the data source.
- Select the ad accounts to use in your reporting, and click Next.
- Go to your dashboard or main table to work with the data from the new data source.
Change ad accounts
You can include up to 10 ad accounts per data source. To change the ad accounts on your dashboard, delete your existing connection to the data source by clicking the X button and set up a new connection with different accounts.