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.
- 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.
- Log into your monday.com account to authenticate.
- Click on the Authorize button.
- Go to your monday.com account and Click on this + button.
- Select “Choose from templates“ from this dropdown.
- Click on the “Sales & CRM“ from the left nav bar.
- Click on the “Basic CRM“ template from the right menu.
- Click on the “Use Template“ button.
- 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.
- Select the monday.com Board’s ID under the Contact and Project option from the drop-down menu, which you get from STEP 9.
- Once you select the Board Name, click on the Map option.
- Your XTEN-AV account is connected with monday.com.
Updated on: 02/27/2024
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