Integrating Monday.com to OVOU

Quick-Start Guide: Integrating with Monday.com

Notes
This article will provide you with a quick guide on connecting Monday to OVOU. For a more in-depth guide, please visit our Technical Guide to Connecting Monday: 


  1. Navigate to the Integrations section of your dashboard. Click Configure to begin the set-up.
  2. Click Connect to link your OVOU account with Monday.com.
  3. Click the link provided to find your Monday.com API token.
  4. Paste your Monday.com API token to connect your account and click Continue to proceed.
  5. Click the toggle to activate the integration.
  6. Select whether to overwrite existing data with new data.
  7. Select the Board where you want the leads to be added or updated. 
  8. Select the Board you want to map the status to and select Status from the dropdown to map the status field.
  9. Select the desired status to assign to leads imported from OVOU. This could be statuses like "New," "Open," or any custom status your organization uses.
  10. Map any additional OVOU fields to Monday.com columns as needed for your organization's requirements, making sure you select the same board for each field.

InfoImportant Notes:
  1. API Token: You must first obtain the API token from your Monday.com account from the Administrations section of your Monday.com account in order to start the integration
  2. One Board Must Be Set for All Fields: Mappings will not work if fields are mapped across multiple boards.
  3. Field Types Must Match: Ensure that the data types of the OVOU fields match the Monday.com columns to avoid synchronization errors.



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