23.08.2023
860

Integration of Google Sheets and Monday.com: Transferring New Rows to the Task Manager

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~11 min

Monday.com is a multifunctional task manager used for managing projects and tasks. It makes it possible to focus almost everything related to workflows on one platform. If part of the work is done in Google Sheets, the need to transfer data from there to the task manager will arise regularly. This article will show you how to set up the automatic transfer of new rows from Google Sheets to Monday.com.

Content:
1. How to Set up Google Sheets and Monday.com Integration
2. Data Source Setup – Google Sheets
3. Data Receiver Setup – Monday.com
4. Setting the Auto-update Mode
5. The Result of Monday.com and Google Sheets Integration
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Google Sheets is a cloud-based spreadsheet program. The product is included in the free Google Drive office services package. It is mainly used for personal needs and business, in particular in the field of e-commerce, as well as in the field of education. Google Sheets gives you the ability to create and edit spreadsheets individually or online with colleagues.

Monday.com is a task manager that is a "virtual office". It has many useful tools for effective project and task management, as well as increasing productivity. The service allows you to plan employment, track work processes, and control the workload of employees. It is most commonly used in marketing, sales, CRM, design, HR, and IT companies.

Both individual entrepreneurs and companies often work with Google Sheets today. When Monday.com expands its arsenal of services, it becomes necessary to transfer data from tables to the task manager. Doing it manually is inconvenient and time-consuming. Google Sheets and Monday integration will increase productivity and significantly speed up the workflow. By combining them through ApiX-Drive, you automate routine and frequently repeated actions, improve the quality of interaction among colleagues, and reduce the percentage of errors. Using this connector, you can easily and quickly set up the launch of actions on one platform after events on another, and also transfer those processes that were previously performed manually to automatic mode.

How to Set up Google Sheets and Monday.com Integration

An IT specialist can help you create Monday and Google Sheets integration via API. However, this may require a not-so-small investment of time and money. ApiX-Drive Online Connector is a no-code solution that will save you resources. Our service has an intuitive interface and an algorithm for working with it. It will help you make such a connection in just 5–10 minutes. To achieve this, you just need:

  1. Select services to configure communication between them.
  2. Specify what actions should be performed between platforms.
  3. Enable auto-update mode.

The configured Monday.com + Google Sheets integration works like this: when a new row appears in Google Sheets, the ApiX-Drive connector passes this data to Monday.com. To start this process automatically, you need to follow a few simple steps: configure the data source and destination, and remember to enable auto-update. Let's get started!

Data Source Setup – Google Sheets

The first step in setting up Google Sheets integration is to create a new connection.

Google Sheets and Monday.com integration | Creation of a connection


Next, you need to select Google Sheets as a data source system and click the "Continue" button.

Google Sheets and Monday.com integration | Select the Google Sheets


At this point, you have to select the “Get Rows (new)” action and click the "Continue" button.

Google Sheets and Monday.com integration | Select the “Get Rows (new)”


You have to connect your Google Sheets account to the ApiX-Drive service. Click the blue button labeled "Connect account Google Sheets".

Google Sheets and Monday.com integration | Click the blue button


In this window, we need to specify the username of the Google personal account. 

Google Sheets and Monday.com integration | Enter the username


Then enter the password for the Google personal account. After entering your password, click "Next".

Google Sheets and Monday.com integration | Enter the password


Next, be sure to check all the checkboxes for access. Click "Continue".

Google Sheets and Monday.com integration | Check all the checkboxes


When the connected login is displayed in the list, select it. Click "Continue".

Google Sheets and Monday.com integration | Select the connected login


Next, you need to specify the file and sheet from which you plan to receive new rows.

Google Sheets and Monday.com integration | Specify the file and sheet


In the field “Start data loading with row N”, you must specify the number of the row from which you want to start unloading.

Google Sheets and Monday.com integration | Specify the number of the row


At this stage, you can set up a data filter. In this case, there is no need for this, so just click “Continue”.

Google Sheets and Monday.com integration | Set up a data filter


At this point, you see an example of the string you specified in the settings. If everything suits you, click “Next”.

Google Sheets and Monday.com integration | An example of the string


On this, the setting of the “Data Source” has been successfully completed. Now you need to proceed to the setting of “Data Reception” to complete Monday + Google Sheets integration.

Data Receiver Setup – Monday.com

The first step in setting up Monday integration is to click the button "Start Configuring Data Reception".

Google Sheets and Monday.com integration | Click the green button


We chose Monday.com as the data reception system.

Google Sheets and Monday.com integration | Choose Monday.com


Next, you need to select the “Add Note” action. Click "Continue".

Google Sheets and Monday.com integration | Select the “Add Note”


At this stage, you have to connect your Monday.com account to the ApiX-Drive service. Click the blue button labeled "Connect account Monday.com”.

Google Sheets and Monday.com integration | Click the blue button


In this window, you have to specify the API key.

Google Sheets and Monday.com integration | Field for entering the API-key


To get it, go to your Monday.com personal account and its settings. Select “Developers”.

Google Sheets and Monday.com integration | Select “Developers”


In this section, click "Developer" and select "My Access Tokens".

Google Sheets and Monday.com integration | Select "My Access Tokens"


Click “Show”.

Google Sheets and Monday.com integration | Click “Show”


Copy the API key.

Google Sheets and Monday.com integration | Copy the API key


Paste the key into the corresponding field in the ApiX-Drive system.

Google Sheets and Monday.com integration | Paste the key into the field


When the required field is filled in, click “Save”.

Google Sheets and Monday.com integration | Click “Save”


When the connected login is displayed in the list of active accounts, select it and click “Continue”.

Google Sheets and Monday.com integration | Select login and click “Continue”


At this stage, you need to select the board on which you want to add new entries.

Google Sheets and Monday.com integration | Select the board


Also, you need to specify a group.

Google Sheets and Monday.com integration | Specify a group


You now see the fields for creating a new note on Monday.com. You can assign variables to these fields from Google Sheets. To achieve this, click in the field and select a variable from the drop-down list.

Google Sheets and Monday.com integration | Select a variables


When all required fields are filled in, click “Continue”.

Google Sheets and Monday.com integration | Click “Continue”


At this point, you see an example of the data that will be sent to Monday.com as new entries for each new row from Google Sheets. If something does not suit you, click “Edit” and go back one step.

Google Sheets and Monday.com integration | Click “Edit” if you need it


To check the correctness of the settings, click “Send test data to Monday.com”.

Google Sheets and Monday.com integration | Send test data to Monday.com


After a successful submission, go to Monday.com and check the result.

Google Sheets and Monday.com integration | Check the result


If everything suits you, return to the ApiX-Drive service and continue the configuration.

Google Sheets and Monday.com integration | Click "Next"


This completes the setup for receiving Monday.com data successfully. To complete the Google Sheets + Monday integration, you need to configure auto-update.

Setting the Auto-update Mode

Now you need to enable auto-update and select the communication interval, for example, once every 5 minutes. Click the green button labeled “Enable update”

Google Sheets and Monday.com integration | Click the button “Enable update”


In the window that opens, click on the gear icon.

Google Sheets and Monday.com integration | Click on the gear icon


Select 5 minutes in the "Update interval" column.

Google Sheets and Monday.com integration | Select 5 minutes


Then click the "Save" button.

Google Sheets and Monday.com integration | Click the "Save" button


That's all. The Google Sheets + Monday.com integration is complete.

The Result of Monday.com and Google Sheets Integration

So, the connection between Google Sheets and Monday.com has been set up and successfully tested. Thanks to ApiX-Drive, everything took about 10 minutes. Now, when new data appears in spreadsheets, it will automatically be entered into the task manager. By integrating Google Sheets with Monday.com, you no longer have to manually transfer data from one platform to another, and in your spare time, you can do more important tasks. Almost every PC user can set up such a connection. Programming knowledge and skills are not required for this.

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Apix-Drive will help optimize business processes, save you from a lot of routine tasks and unnecessary costs for automation, attracting additional specialists. Try setting up a free test connection with ApiX-Drive and see for yourself. Now you have to think about where to invest the freed time and money!