How to Set Up monday sales CRM and monday board columns for Instant and Automatic Outlook Integration

From CompanionLink Support
Jump to: navigation, search
Mondaylogo1.jpg

Using monday CRM offers the ability to create different boards with various columns to display just the information you want to see. The default "Contacts" board offers several fields. This guide will layout all of the custom columns you can create to get the most out of your monday CRM Sync.

All monday Boards are just a list of Columns. As long as the fields listed in the guide below are present and the Board\Group is selected CompanionLink can sync with any monday board.

Using the Default Board

By default monday starts with a "Contacts" board containing several columns. Of these default fields, "Accounts", "Deals" and "Deal Values" do not sync. All other fields in the default board will sync.

You will be able to select the Board you want to sync with in CompanionLink. To get the most out of monday crm check further down this page for steps on how to create your own boards, groups and columns.

Creating Custom Boards

Mondaycustboard1.png

Using monday you can create custom contact boards with custom columns. Follow the below guide for adding Boards and Columns.

Creating a new Contact Board:

  1. Open monday via your browser and sign in if prompted.
  2. Select the second icon in the top left to open the Workspace tab.
  3. Click the Add Button and choose "New Board".
  4. Give your new board a "Board Name", select "Custom" for the Board Management Type, enter "Contacts" and click "Create Board".


You will be able to select the Board you want to sync with in CompanionLink.







Creating Board Groups

Mondaynewgroup.png

Within Boards monday allows for different Groups. To create a new Group:

  1. Open monday via your browser and sign in if prompted.
  2. Select the second icon in the top left to open the Workspace tab.
  3. Select the Board you want to use.
  4. Click the "Add new group" button towards the bottom and give your new group a name.


You will be able to select the Group and Board you want to sync with in CompanionLink.




Adding Columns to monday Boards

Mondayaddcolumn1.png

To add a column to a monday board:

  1. Open monday via your browser and sign in if prompted.
  2. Select the second icon in the top left to open the Workspace tab.
  3. Select the Board you want to use.
  4. Find the group for records you want to sync and on the right of the Column Headers under the group name, select the + to Add a Column.
  5. Choose Text (unless otherwise noted by the field mapping section below).
  6. Select the Column header for the new "Text" field. You will want to label the new fields according to the Field Mapping section below for Outlook Sync.
  • Note: You will only need Text, Date, and Label Type fields.









Columns to Create in monday CRM (for sync)

The following is a list of the Columns you can add to monday boards that will directly sync with Other Contact Manager's fields. The left column is the Column and Name you want to create in monday. As long as these Columns are created\exist in the monday board you are syncing with, they will be populated in their respective sync destinations.

All of the following Fields in monday.com should be a Text Type field except for Type which must be a "Label Type" field and Birthday\Anniversary which must be "Date" Type field. URL can be a "Link Type" field and the Address fields can be a "Location Type" field.

monday CRM Field Outlook Field Google Field iCloud Field DejaCloud Field
Title Job Title Job Title Job Title Job Title
Phone Business Work Work Work
Phone 2 Business 2 No Mapping Work Work 2
Home Phone Home Home Home Home
Home Phone 2 Home 2 No Mapping Home Home 2
Mobile Mobile Mobile Mobile Mobile
Email Email Home Work Email
Email 2 Email 2 Work Home Email 2
Email 3 Email 3 Other Other Email 3
Company Company Company Company Company
Type Category Label No Mapping Category
Comments Contact Notes Contact Notes Contact Notes Contact Notes
Address Business Work Work Work Address
Home Address Home Home Home Home Address
Other Address Other Other Other Other Address
Nickname Nickname No Mapping No Mapping Nickname
Department Department Department Department Department
Office Location Office No Mapping No Mapping No Mapping
Profession Profession No Mapping No Mapping Profession
URL Web Page Home Page Work Website
Manager Manager Manager No Mapping No Mapping
Assistant Assistant's Name No Mapping No Mapping No Mapping
Birthday Birthday Birthday No Mapping Birthday
Anniversary Anniversary Anniversary No Mapping Anniversary
Spouse Spouse No Mapping No Mapping Spouse
Children Children No Mapping No Mapping Children


Selecting Boards and Groups in CompanionLink for Sync

CLmondaysettings1.png

Once you have your Board created (or if you are using the default board) and Group you want to use, you will need to select which Board and Group to sync with. For our guide on Installing and Setting up CompanionLink for monday CRM Click Here.

  1. Open CompanionLink on the PC.
  2. Select Settings on the left and then click Settings on the right under monday.com.
  3. Click the "Contact Board" drop down and select the appropriate Contact Board.
  4. Click the "Add to Group" option and choose the Group Name within the selected board.
  5. Repeat this step for the Calendar Board and Group.
  6. Click Ok, Click Ok again, then click Sync.
  • If you don't already have an API Token, Click Here for our guide to getting a monday.com API Token.
  • For Outlook Sync be sure you select the Contact and Calendar folder you want to sync with monday CRMClick Here for our guide on selecting the Outlook Folders.
  • For iCloud sync be sure you have an App Password for iCloud. Click Here for our guide on creating an iCloud App Password.
  • For DejaCloud Sync be sure you have created a DejaCloud account for syncing. Click Here to create a DejaCloud account.






Limits for monday Sync

There are a few limits for monday.com as they do not support everything Outlook and other databases do. There are a few main limits to sync with monday.

  1. There is no support for recurring events in monday.com. Events with recurring patterns in the database connected to monday will be ignored on sync.
  2. Google sync only offers Contacts.
  3. monday only supports a single Label (Category in Outlook). The sync will place the first category in the Label in monday. If you change the label in monday and the connected database has multiple categories, they will be replaced with the one you set in monday.