monday.com
Google Sheets + monday.com Integration
Query from monday.com into Google Sheets or Post data from Google Sheets into monday.com
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho,PayPal etc.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
What is monday.com?
monday.com is a project management tool that enables organizations to manage tasks, projects, and team work. Â
monday.com to Google Sheets: Use Case(s)
> Pull data from monday.com and present it into Google Sheets - Query
> Post data from Google Sheets into monday.com - Post
monday.com
Sheet Director
Google Sheets
Demo Video: How to integrate Google Sheets & monday.com?
Setting up monday.com in Sheet Director
Choose App and Service:
Select monday.com from the list of applications.
Select service as Query.
Smartsheet Configuration
Click on connect to monday.com to connect to monday.com so that you can pull data.
API v2 Token
Log into your monday.com account.
Click on your avatar (picture icon) in the bottom left corner.
Select Admin from the resulting menu (this requires you to have admin permissions).
Go to the API section.
Generate a “API v2 Token”
Copy your token.
If monday.com is connected successfully the following screen appears.
Select the required entity.
Select the Fields required.
Select the maximum result that is required.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet
Click save to save the service
Sample Output
Google Sheet to monday.com - Post
Entity
Select the entity object that you need to post to
Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell valueÂ
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)
Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)
Click on intelligent mapping to map the fields automatically.
Click on the "+" icon to add new mapping.
Mapping
After selecting the entity it will ask for intelligent mappingÂ
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields .
The post service supports only the following column types
Text
Numbers
Status
People
Date
Checkbox
Click on execute will ask for confirmation.
Click save to save the service.
It will show number of records ready to post.
Click post now to post the records on monday.com.
Once the data is posted the status will be updated in spreadsheet.
The result will be updated in spreadsheet as posted successfully or Failed.
Sample Output
It will show the count of number of records posted successfully and failed to post.
Google Sheet to monday.com - Sync
Select service as Synchronize monday.com.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in monday.com.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and monday.com.
monday.com Wins
Google Sheet Wins
monday.com Wins: Latest data from monday.com will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in monday.com.
Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.
monday.com Wins
Select monday.com.
The latest updated data from monday.com will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into monday.com will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into monday.com.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into monday.com will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
