How to synchronize data between two monday.com accounts
Use case overview
Syncing data between two monday.com accounts helps you when you want to consolidate data across multiple accounts or keep data updated across different organizations.
Connect your accounts
If you haven’t already, authorize each monday.com account in resynced.io to create a separate connection for each. For details, see the monday.com integration page.
Set up the synchronization
In resynced.io, select the first monday.com account on the left panel and choose the workspace and board. Then, select the second monday.com account on the right panel and set up its workspace and board.
Match your data
In the “match by” section, select a field that contains unique values to match data between two monday.com accounts. This is like a unique ID that helps the system know which items in the first monday.com account correspond to the items in the second monday.com account. Every value in this field needs to be unique. If there are duplicates, the system will notify you and show you where they are.
Enable item creation or deletion
By default, item creation and deletion are turned off. You can enable resynced.io to:
· Create new items in one app when they are added to the other.
· Delete items in one app when they are removed from the other.
Map your fields
In the “Synchronize” section, decide which fields in monday.com correspond to columns in Google Sheets. You can also set the sync direction—one-way or two-way.
Start synchronization
Once everything is configured, click “Save and Run” to start the synchronization.
For a detailed, step-by-step guide, check out the Quick Start guide.
An example of setup is provided below.
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