Video Guide ( recommended )


1. Installation

  • Visit the monday.com marketplace.
  • Search for OneDrive Sync integration or you can install the app via this link.
  • Click on the "Add to Account" button.

2. Authorizing and Adding the Recipe

  • After installation, go to your monday.com board and click on "integrate".
  • In the pop-up window, search and select the OneDrive Sync, select one of the recipe.
  • You will be prompted to authorize the app. Click "Authorize".
  • After authorizing monday.com, you will be redirected to authorize the OneDrive. Log in to your OneDrive account and grant the necessary permissions.

3. Configuring the Recipe

  • Go to OneDrive folder in which you want to create new folders for monday.com items.
  • Copy the url of the folder from the browser and paste in the recipe configuration.
  • Select the Column where you want to save the newly created OneDrive Drive Folder link when new item is created.
  • Press "Add to Board" button.

4. Automated Folder Creation

  • Whenever a new item is created on your chosen monday.com board, OneDrive Sync will automatically create a corresponding folder in OneDrive.

5. File Synchronization

  • Use file sync recipes.
  • Add files to the items in your monday.com board.
  • The integration will copy those files into the corresponding Google Drive folder automatically.

6. Support & Troubleshooting

  • Access help documentation or contact support if you have any issues or questions about using OneDrive Sync.
  • Book a call with our team.

Notes:

  • It's recommended to import or duplicate maximum 150 items at a time.