Automatically Export & Sync Monday Data to CSV
Monday.com's GraphQL API outputs data in such a way that a specialized service like Flatly, capable of formatting for a tabular layout, is recommended. Flatly's transformation of Monday.com's Items and Subitems for business intelligence applications is one of the best in the industry. It makes pagination and labeling completely automatic. This data set can be synced in a left-joined layout, with each Subitem occupying its own row alongside repeated parent Items, or in a standard layout with Subitems simply appended as many numbered columns for each parent Item which occupies a unique row.
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.
Flatly is designed to refresh CSV files on a scheduled basis. Since Flatly does not have access to your desktop, the service requires a connection to any cloud drive or cloud storage. You can easily download your CSV from your cloud using that cloud's download option.
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