Connecting Monday.com
Import client contacts from a Monday.com board into Prospo. The connection is set up once by an Org Admin - after that, all users in your organisation can import from the same board.
Before you begin
You'll need two things from your Monday.com account:
- Board ID - the ID of the board containing your client contacts (find it in the board's URL after /boards/)
- API Token - found in Monday.com under your profile - Developers - API
The board you connect should have at least Name and Email columns. Prospo also picks up Phone and Date of Birth columns if they exist.
Connect Monday.com
- Log in as an Org Admin and go to Admin - Connectors
- Find Monday.com and click Set up
- Enter your Monday Board ID and Monday API Token
- Click Authorise
Once saved, the Monday.com card shows a green Connected badge. All users in your organisation can now import contacts from the configured board.
Your API Token is encrypted before being stored. Prospo never stores it in plain text.
Managing the connection
To update your Board ID or API Token:
- Go to Admin - Connectors - Monday.com - Manage
- Update the relevant fields and click Update
To temporarily disable the integration without removing your credentials, use the toggle on the Monday.com card. You can re-enable it at any time without re-entering credentials.
Troubleshooting
- "Monday.com connector details not found or invalid" - Your Board ID or API Token may be incorrect. Double-check both values and try again.
- "Verify your board ID is correctly configured" - Open your board in Monday.com and check the URL. The Board ID is the number after /boards/.
- No contacts appear when importing - Make sure your board has items and that columns containing email addresses have "email" in their column ID.