How to bring currency conversion rates into monday.com

Learn how to sync exchange rates into your monday.com boards using Google Sheets and resynced.io.

This guide walks you through building a dynamic currency conversion table where rates update automatically. This table allows you to convert amounts from any currency into your preferred base currency directly in monday.com.

This setup is helpful when you, for example, manage multiple accounts in different currencies and need to calculate everything in one. With live currency rates syncing automatically, you can easily track and convert amounts across currencies in your monday.com boards without manual updates.

1. Prepare your data

Start by preparing your data in Google Sheets and monday.com.

In Google Sheets, create a sheet with:

• Currency column, where you'll have currency codes like USD, EUR, GBP, etc.
• Conversion rate column, where you'll insert a formula to pull live exchange rates automatically.
  

Use the following formula in the Conversion rate column (starting from row 2):
=IF(A2="USD", 1, GOOGLEFINANCE("CURRENCY:"&A2&"USD"))

This example shows how to convert values to USD, but you can adjust the formula to use any other base currency by replacing "USD" with your preferred target currency.

Google Sheets takes live rates via GOOGLEFINANCE, so your data will stay up-to-date automatically.

You only need to enter new currency codes — the corresponding rates will be calculated automatically.

In monday.com, create a board with:

• An Item name column will hold your currency codes (e.g., USD, EUR, GBP).
• A Number column named Conversion rate, this is where resynced.io will sync the data from Google Sheets.

This structure will allow you to pull live conversion rates into monday.com and use them across your boards for calculations.

2. Select platforms, connect accounts, and pick a source

In resynced.io, choose monday.com and Google Sheets as the apps to sync.

Connect your monday.com and Google Sheets accounts in resynced.io:

• For monday.com, ensure you have installed the resynced.io app from the marketplace.
• For Google Sheets, ensure you've given access to both Google Drive and your documents.

Next, pick your data source: a workspace and board in monday.com, and a Google Sheets spreadsheet with the specific sheet.

3. Configure sync behavior for new and deleted items

By default, item creation is enabled only for the left source. New items added in the left source will appear in the right source. You can change this setting to allow item creation in both directions. You can also enable item deletion for one or both apps.

4. Map fields, set sync direction, and start synchronization

Map fields step:
1. Map Item name (from monday.com) to the Currency column (in Google Sheets)
Direction: from monday.com → Google Sheets
2. Map Conversion rate (from Google Sheets) to the Conversion rate number column (in monday.com)
Direction: from Google Sheets → monday.com

Once everything looks good, click "Save and Run" to start syncing.

Synchronization occurs in two cycles:
First sync — pushes the currency codes from monday.com to Google Sheets
(This triggers the formulas in Google Sheets to calculate conversion rates)
Second sync — pulls the calculated conversion rates from Google Sheets into monday.com.

Synchronization runs automatically every 10 minutes, but you can start it manually to test your setup immediately.

Ready to sync your data?

After these steps, your monday.com board will display live currency conversion rates pulled directly from Google Finance.

Try resynced.io free for 14 days and see how much time and effort you can save. No credit card required.

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