Articles on: Integration

How to sync contact from Monday.com to XTEN-AV?

To sync your Monday.com contacts with XTEN-AV, first you need to connect XTEN-AV account with Monday.com account.

You can use two ways to sync contacts from Monday.com to XTEN-AV:

Go to 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. Select the 'Contacts' option.



Choose Contacts that you would like to be pulled (downloaded) from Monday.com into your XTEN-AV account by clicking on the 'Pull Contacts' button and click on the submit button.





Click on the ‘Sync Contact’ button. Once clicked on it, all your chosen contacts from Monday.com will be visible on the XTEN-AV.



Go to the All Contact page by clicking on the 'Accounts & Contacts' option from the left navigation menu.



Now to pull any contacts from Monday.com to XTEN-AV, click on the 'Pull from Monday.com' button under the 'Sync' tab.

Also, to update any contacts from XTEN-AV to Monday.com, click on the 'Push to Monday.com' button under the 'Sync' tab.



Select the contact which you want to update and click on the 'Sync' button. Your Monday.com and XTEN-AV account will be synced in a while and you will get a notification.

Updated on: 04/03/2023

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