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Monday.com

Plecto HelpFeaturesIntegrationsIntegration guides

Step 1: Install Plecto to Monday.com

  1. If you're an admin in your Monday.com organization, use this link to install Plecto to your workspace. You can decide what workspace(s) to show to Plecto.

  2. Click Install.

  3. Move to Step 2.

You can always manage the list of workspaces you give Plecto access to here. Click the three dots on the right, then Edit Permissions.

Step 2: Integrate Monday.com with Plecto

  1. Go to Data management > Data sources > + New data source > Monday.com.

  2. Click Next and sign in to your Monday.com account.

  3. Click Authorize to give Plecto read access to your data.

  4. You should see the workspaces available to you. Select the data types you want to import to Plecto.

  5. (Optional) Expand the Advanced settings next to each data type to adjust your data source parameters.

  6. Click Next to finish and import your data. For each data type you select, Plecto will create one data source.