How to integrate Monday.com with Profit.co?

Category: General

You can integrate Monday.com with Profit.co via the following steps.

Note: Only the superusers can integrate Profit.co account with Monday.com and create key Results.

Step 1

Navigate to the Login page of Monday.com and type in your Email and Password and click Login.

Log in

Step 2

In the Monday.com home page, click on your profile icon and select Admin from the left navigation panel.

Select Admin Tab

Step 3

Now select Admin → API and click on the Copy button to copy the Personal API Token.

Select Api

Step 4

Now create status broad in the table for the key results. Here the following list of KRs status is named as Tracker sheet.

Start from Scratch

Step 5

From your Profit.co account navigate to Settings → Integrations → Connectors.

Step 6

Now click on the Manage button.

Integration

Step 7

Now click on the Connect to Monday.com button.

Now enter the connection name and paste the copied API key from Monday.com here and click Connect.

Connect to Monday.com

Now your Profit.co account is successfully integrated with Monday.com.

Manage Monday.com Connection

Step 8

Now create a key result using step by step guide.

Step by Step Guide

Step 9

Note: while creating key results you can use the only Percentage tracked KR when your Profit.co account is integrated with Monday.com.

Percentage Tracked

Step 10

You can create key results in the usual way. In the third step enable the Auto update toggle and select Monday.com

Monday.com

Step 11

Now fill in the necessary fields click Add.

Note: In order to check-in the key result based on the status, select the Label column based on the status you applied for the key results that you created in your Monday.com account.

Add

Step 12

Once the key result is created, click on the Check-in button. The percentage value of the status will be mentioned.

Check in Percentage Tracked

Step 13

In the Check-in page,click on the Update button.

Update Percentage Tracked

Step 14

Now the status value will be updated in the key result.

Status Value Update

Click here to learn about integration through this video tutorial.Log in

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