Integrate MS Excel with Monday.com Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate MS Excel with Monday.com using Pabbly Connect. This detailed tutorial provides step-by-step instructions for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating MS Excel with Monday.com, first access Pabbly Connect. This platform allows seamless automation between various applications. If you’re new, create a free account in just a couple of minutes.

Once logged in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Items in Monday.com from New MS Excel Row,’ and click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger within Pabbly Connect. This is where you define what event will initiate the integration. In this case, select Microsoft Excel as your trigger application.

• Choose ‘New Row’ as the trigger event.
• Click on ‘Connect’ to link your Microsoft Excel account.
• Select your workbook and worksheet from the dropdown menu.

After saving this configuration, click on ‘Save and Send Test Request.’ This action will allow Pabbly Connect to fetch data from your MS Excel sheet, confirming the connection is successful.

3. Configuring Action in Monday.com via Pabbly Connect

With the trigger set, it’s time to configure the action in Monday.com using Pabbly Connect. Select Monday.com as your action application and choose the ‘Create Item’ event. This action will allow you to create a new item in your Monday.com board whenever a new row is added to your Excel sheet.

To establish this connection, you will need an API token from Monday.com. Navigate to your Monday.com account settings, find the API section, and copy the token. Paste this token back into Pabbly Connect to connect.

• Select the board where you want to create the item.
• Map the fields from your Excel sheet to the corresponding fields in Monday.com.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to ensure that the integration works as intended. You should see the newly created item in your Monday.com board reflecting the data from your Excel sheet.

4. Finalizing the Integration and Testing

The final step in this integration process with Pabbly Connect is to finalize and test the workflow. After successfully creating the item in Monday.com, it’s essential to check if every new row added in MS Excel reflects in Monday.com.

To do this, add a new row in your Excel sheet with task details. Click on ‘Save and Send Test Request’ in Pabbly Connect again to capture the latest data. The integration will check for new data every eight hours, ensuring that your Monday.com board is always up-to-date.

After testing, you can relax knowing that Pabbly Connect will handle the automation in the background. This allows you to focus on other tasks while your data syncs seamlessly.

5. Conclusion: Automate with Pabbly Connect

In conclusion, integrating MS Excel with Monday.com using Pabbly Connect is a straightforward process that enhances productivity. By following the steps outlined above, you can automate the creation of tasks in Monday.com, ensuring your team stays organized.

Utilizing Pabbly Connect not only simplifies your workflow but also saves you time and effort, allowing for efficient task management across platforms. Start automating today to experience the benefits firsthand!