Profit.co enables users to integrate Monday.com with their accounts and automate their key results progress. Monday.com is a work operating system (work OS) that powers teams to run projects and workflows.

We can integrate Monday.co with Profit.co via the following steps

 

How to install Profit.co app in Monday.com software?

To perform this task, you must have Monday.com administrator email credentials. The same email id should be used to sign-up into Profit.co.

Step 1

Go to the Atlassian Monday.com Login. Enter your email address on the login page and click on Continue or you can log in with Google account.

Add-App

Step 2

On the Monday.com home page, click on your profile icon and select Admin from the left navigation panel. It will redirect you to the Home page.

Main Page

Step 3

Now select Admin โ†’ API and click on the Copy button to copy the Personal API Token.

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.

Tracker Sheet

 

How to configure Monday.com software in Profit.co app?

Step 5

From your Profit.co account navigate to Settings โ†’ Integrations โ†’ Connectors.

Profit-Monday

Step 6

Now click on the Manage button.

Manage Monday

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 Monday

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

Manages

Step 8

Now create a key result using step by step guide.

Lead Step by Step

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 Track

Step 10

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

Choose Connection

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 Manage

Step 12

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

Check-ins

Step 13

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

Check-in-Average

Step 14

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

Percentage Tacked