How to synchronize data between two monday.com accounts
Use case overview
Syncing data between two monday.com accounts is helpful for consolidating data across multiple accounts, keeping information updated across different organizations, or managing franchise operations where each location uses its own monday.com account.
Select a platform, accounts, and a source
To sync data between two monday.com accounts, select monday.com on both sides and connect each account separately in resynced.io.
Make sure the resynced.io app is installed in both monday.com accounts from the monday.com marketplace. If you haven't installed the app yet, the system will prompt you to do so. You can follow the provided steps to download and install the app directly.
In resynced.io, connect the first monday.com account and allow access. This will create a connection for that account. Then, connect the second monday.com account in the same way.
Filters (optional)
By default, resynced.io syncs all items. Use filters to sync only specific items.
Select the column you want to filter, set filters like "equals" or "does not equal," and enter a value.
Always match the values exactly as they appear in the source. Pay attention to capitalization. For example, if the status is "Done," filtering by "done" won't work as expected.
Item creation and deletion
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.
Map fields, sync direction, start synchronization
Map corresponding fields between both monday.com accounts. Also, map all possible values for columns like Status or Dropdown for two accounts. You can also set the sync direction—one-way or two-way.
Click "Save and Run" to start the synchronization.
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