monday.com to Google Sheets: Query from monday.com into Google Sheets or Post data from Google Sheets into monday.com using Sheet Director.
What is Sheet Director?
Sheet Director is a G Suite 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.
It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.
What is monday.com?
monday.com is a project management tool that enables organizations to manage tasks, projects, and team work.
monday.com to Google Sheets: Use Case(s)
> Pull all data from monday.com and present it into Google Sheets.
> Post data from Google Sheets into monday.com.
Setting up Smartsheet in Sheet Director
Choose App and Service:
Select monday.com from the list of applications.
Select service as Query.
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.
Select the required destination Sheet. (or)
Create a new sheet by clicking the add icon.
Mention the starting cell.
Switch on include header if required.
Switch on clear sheet before execution to clear the existing sheet data.
Switch on Run automatically to execute services automatically in background.
Switch on Notify on Execution if notification email needs to be send during execution.
Click on Setup Email Template and customize the email as required.
Click on Pick Drive Files to attach files from Drive to email.
Switch on Add attachments from Google Sheets to add attachments from Google sheets.
Select the required sheet tab.
Select Full Sheet or Range.
If range is selected select the required range.
Switch on Attach PDF to attach the sheet tab as PDF.
Click on execute to pull the data into sheet
Click save to save the service
Google Sheet to monday.com - Post
Select the entity object that you need to post to
Choose the sheet that contains post records.
Enter the Start at cell value
(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.
After selecting the entity it will ask for intelligent mapping
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
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.
It will show the count of number of records posted successfully and failed to post.