Overview
The Monday.com data connector for WorkBoard lets you connect Monday.com boards to Key Results and KPIs so progress updates automatically in WorkBoard based on the items you choose to track.
Configuring the Data Connector
Before you can use Monday.com as a data source for a Key Result or KPI, you must enable the Monday.com integration in WorkBoard.
Go to Profile Settings > Integrations
Find Monday.com in the list of available data connectors and select Enable.
Sign in to Monday.com using the required authentication method, such as a personal access token, depending on your organization’s configuration.
Once the integration is enabled, Monday.com will be marked as enabled.
Setting up a Key Result or KPI from monday.com
Create a new Key Result or KPI, or open an existing one for editing.
In the edit panel, click Change measurement type
Under Source from KPIs or external applications, select External data sources
In the Select integration window, search for and select Monday.com
In the Monday.com setup window, configure the data source by selecting the following:
Board
Group
Assignee
Column
Select labels mapping to completed items
Then choose how you want to measure progress for the result:
Percentage of completed items against total items (automated target)
If you choose Percentage of completed items against total items:
The target is derived from the total number of matching items in Monday.com
Progress is measured as a percentage
WorkBoard updates the result automatically based on the selected source data
Count of completed items toward a set target
If you choose this option:
WorkBoard updates the actual value from Monday.com
You enter and manage the target value in WorkBoard
Progress is measured against the target you set
Click Preview results to validate the configuration
When the preview is successful, a verification message appears showing the current result, for example:
Verified | 0 of 3 - 0%
Click Save.
Back in the Edit Key Result panel, review the selected data source and confirm the result settings
Click Save again to complete the setup.
Frequently Asked Questions
Will the Key Result connector pull in historic updates?
No, the connector does not have the automated ability to post historic updates to Key Results. The update always goes to the present interval due for the Key Result.
When will the connector update my Key Result?
The integration will update based on the update frequency set up for the Key Result (e.g. weekly updates weekly, daily updates daily, etc.). The integration scheduler operates on a twice-daily basis, offering two opportunities for updates to ensure data accuracy. To optimize efficiency, the scheduler skips updates for Key Results (KRs) that are not due for updates, to prevent redundant data updates and maintaining a streamlined process.
What time does Monday.com update each day?
1 pm and 1am PST.