Reasons to Integrate Monday.com with Google Sheets

• Enables the creation of custom integrations for specific workflow needs.
• Allows for the seamless transfer of data from Google Sheets to text columns in a Monday.com board.
• Facilitates the use of Google Apps Scripts and Monday.com Automations to create new items in a Monday.com board from Google Sheets data.
• Provides the capability to set up automatic data schedules, fill in fields, and import data from JSON to Google Sheets.
• Offers the ability to import Google Sheets projects into Monday.com, creating a new board or adding to an existing one.

Setting Up Your monday.com and Google Sheets Integration

Integrating monday.com with Google Sheets allows for a seamless workflow where updates in a Google Sheet are automatically reflected on your monday.com board. To get started with this integration, you need to prepare both your Google Sheets and monday.com platform by following a series of steps to ensure a successful connection.

1. Set up a Google Sheet with a header row for each column that you want to synchronize with your monday.com board.
2. Create a text column in your monday.com board corresponding to each column in the Google Sheet to ensure that the data maps correctly.
3. Connect your Google Drive to monday.com by going to the avatar icon at the top right of the screen, clicking "Import Data", and selecting "Google Sheets".
4. Select the specific file from your Google Drive that you wish to import to create a new board in monday.com.
5. Use the installable add-on script created by Dipro as a starting point for the integration, which is suitable for both developers and non-developers.

Integration Methods for monday.com and Google Sheets

Integrating monday.com with Google Sheets can be accomplished through various methods. These integrations streamline workflows by synchronizing data between the two platforms, catering to the needs of developers and users who seek to automate their processes. Below are the detailed ways to create this seamless connection.

Using Google Scripts

One way to integrate is by using a Google Script to connect a monday.com board with a Google Sheet. This script can be set up to automatically update monday.com whenever an item is edited in Google Sheets. This method is particularly useful for developers looking for a customizable solution.

OnEdit Trigger

Alternatively, instead of relying on add-ons, an onEdit trigger in Google Sheets can be used. This trigger calls a script when a cell in the sheet is edited, which in turn updates the connected monday.com board with the new data.

API Integration

The API integration allows for pulling data from Google Sheets into monday.com. However, it is important to note that the API may not pull data from certain columns within the spreadsheet. This selective data integration needs to be configured accordingly.

Google Sheets Add-On

Using a Google Sheets add-on is another integration method. This add-on can help users fill out fields in monday.com and establish a data schedule for regular updates. It also enables the import of data from JSON format into Google Sheets, which can then be synced with monday.com.

Alternative: Sourcetable Integration

As an alternative to direct integration, Sourcetable offers a solution for syncing live data from almost any app or database, including monday.com and Google Sheets. This can be an effective tool for those looking to integrate multiple data sources without custom scripting or additional add-ons.

Common Use Cases

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  Sharing real-time project updates with external partners by linking a monday.com board to a google sheet
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  Automatically creating new tasks in a monday.com board when new lines are added to a google sheet
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  Regularly pulling data from monday.com to populate reports in google sheets
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  Using google sheets scripts to update text columns in a monday.com board for streamlined data management
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  Building complex integrations and automations between monday.com and google sheets using the api and custom scripts

Frequently Asked Questions

Can I integrate monday.com with Google Sheets?

Yes, it is possible to integrate monday.com with Google Sheets by creating a Google Script that must be installed as an add-on to the Google Sheet.

Does the Google Script for integrating monday.com with Google Sheets work with all column types?

The Google Script created for the integration only works with text columns in monday.com and may not work with other column types such as formula or mirror columns.

Can I fetch values from a monday.com board into Google Sheets?

Yes, you can use another script or a Google Sheets add-on to fetch values in a Monday board.

What are the limitations of importing data from Google Sheets to monday.com?

The import limitation is 3,000 rows and 20 columns, and there is currently no way to import several tabs at once, but you can import each tab individually.

Is the integration example suitable for someone without development experience?

The example is too technical for non-developers as it is intended for developers who have some experience with Google’s scripting platform.