How to connect with Monday.com?
Overview
XTEN-AV allows you to integrate your account with Monday.com to streamline project management and synchronize contacts and project data between both platforms. This integration helps you manage workflows more efficiently and keep all your data aligned in one place.
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.
- In Monday.com, you can view sections like Deals, Accounts, Contacts, and Leads, which will be used for mapping.
- Go back to XTEN-AV and map the fields as follows:
- Select Accounts under the Accounts option
- Select Contacts under the Contacts option
- Select Deals under the Projects option
Click on Next: Map Columns and complete the mapping process.
- Map the required fields by selecting corresponding columns for:
- Accounts (e.g., Account Name, Website, Email, Address)
- Contacts (e.g., Contact Name, Email, Phone)
- Projects/Deals (e.g., Deal Name, Budget, Stage, Assign Engineer, Dates, etc.)
Important Notes
- If a required column (such as Email) is not available in Monday.com and you do not want to create it, you can select the “Do Not Map” option.
- If fields like Assign Engineer (or any other project field) are not mapped, the corresponding data will not be synced or visible after integration. (Need changes)
- Map the columns for this Monday.com and click on Map to complete the integration.
- After mapping, the integration URL will be displayed, and options such as Pull Contacts and Push Contacts will appear to sync data between XTEN-AV and Monday.com.
Updated on: 06/18/2026
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