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.