Articles on: Integration

How to connect with Monday.com?

To connect your Monday.com account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Monday.com' option under the 'Integrations' tab.


Settings


  1. To connect monday.com, first you need to install the Monday.com Application using the XTEN-AV Platform.


Click on the 'Install Application' button under the monday.com section.


Install Application


  1. Log into your monday.com account to authenticate.


Log in


  1. Click on the Authorize button.


Authorize


  1. Go to your monday.com account and Click on this + button.



  1. Select “Choose from templates“ from this dropdown.



  1. Click on the “Sales & CRM“ from the left nav bar.



  1. Click on the “Basic CRM“ template from the right menu.



  1. Click on the “Use Template“ button.



  1. In this template, you'll find both a Deal Tracker and My Contacts sections. Navigate to the Deal Tracker, and observe the ID in the URL. This ID is crucial for mapping Projects in XTEN-AV. Follow the same steps for mapping contacts as well.



  1. Select the monday.com Board’s ID under the Contact and Project option from the drop-down menu, which you get from STEP 9.



  1. Once you select the Board Name, click on the Map option.



  1. Your XTEN-AV account is connected with monday.com.



Note: Your XTEN-AV account has been successfully linked with monday.com, allowing you to seamlessly sync your projects and contacts. With this integration, you'll be able to effortlessly track all the contacts and projects you push using the template recently utilized on monday.com.


Updated on: 02/27/2024

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