In this tutorial, we'll show how you can integrate Google sheets into your monday.com boards using an app called Data Importer.
Install the Data Importer app for monday.com
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You can install the Data Importer app from the monday.com app marketplace.
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Once you’ve installed the app, you can return back to your board, then press then press the add view button.
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Select the ‘Board views’ dropdown, press ‘Apps’ then select the ‘Data Importer’ app. This will load a new board view with the Data Importer app.
Connect to your Google Account
1. Select the Google Analytics application from the dropdown list, then press the blue Connect button.
2. A new tab will open up that will allow you to connect your account with Google. Choose the Google account that you want to authenticate for. You can always connect to a different account later if you need to.
Set-up your Google Sheets Integration
1. Navigate to your Google Sheet. Ensure that the header names are in the first row.
2. Copy the url from the browser search bar.
3. Paste the url into the 'Google Sheets Url field'.
4. Select the sheet name that you want to import data from. In this case it is just Sheet1.
5. Select the fieds that you want to import from your sheet.
Map Columns to your Monday Board
1.Select your existing monday board and the group you want to import your sheet in to.
2. Click on the column settings button to open the modal.
3. In the 'Column Mapping' section, you can select the columns from your existing monday board that you want to map your Google Sheets columns to. Data Importer will automatically set the column type to the type of the existing column.
4. If you don't map to an existing column, a new column will be created. You can set the type of this column in the 'Column Type' section.
Press Run and View Your Data
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Once you’ve filled out all the required fields, press the blue Run button.
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When the run is complete, press the button to view the board. You’ll see your existing board that now contains your newly imported data.
Automatically sync your Google Sheet with your monday.com board
Now that you know how to import Google Sheets into an existing monday board, you can automate your imports by using Data Importer's scheduler. This means your boards will automatically refresh with the latest data, even when you're offline or not signed into monday.com
You can customise the schedule by frequency, days of import, time and timezone.
You can view all your scheduled imports in one table from all of your applications.
