What can I import from Monday.com?

Workspaces, boards, groups, items and sub-items, updates, files, people, dates and status columns.

Is this a two-way sync with Monday.com?

No. It is a one-way import. Changes you make in Portal 360 are not sent back to Monday.com, and Portal 360 does not write to Monday.com.

Who can run an import?

Only owners and admins. Every import is logged, and you can disconnect and revoke access at any time.

All integrations

Free importer

Import Monday.com into Portal 360

The Monday.com importer is a free app in the Portal 360 Marketplace. It reads your workspaces, boards, groups and items from Monday.com and brings them across into Portal 360. It is one way and read only, so nothing in Monday.com is changed.

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Monday.com

What comes across

Bring boards, items and updates across from Monday.com. Free and read only.

Workspaces and boards

Choose the Monday.com workspaces and boards to bring across and map each one to a Portal 360 client, entity or task group.

Groups

Board groups come across with the items in them, so the structure of each board is kept.

Items and sub-items

Items and sub-items are imported with their people and dates.

Updates

Item updates come across so the conversation history is not lost.

Files

Files attached to Monday.com items are imported with the item.

Status columns

Status columns can be mapped to the matching statuses in Portal 360.

How it works

Connect Monday.com

Open Marketplace > Apps, choose the Monday.com importer and click Connect. Sign in on Monday.com's own page and approve read-only access.

Choose workspaces and boards

Pick which workspaces and boards to bring across. Anything you leave out stays in Monday.com and is not imported.

Map and match

Map each one to a Portal 360 client, entity or task group. Match people by email (match, invite or skip) and map statuses, priorities, tags and custom fields where your data uses them.

Preview with a dry run

See counts, conflicts, possible duplicates and skipped items before anything is written.

Confirm and import

Confirm to import. Re-run it later without duplicates, or roll the import back.

Read only and in your control

The importer only ever reads from Monday.com. You decide what comes across, and you see it before it happens.

One way and read only

Portal 360 reads from Monday.com and never changes, writes to or deletes anything there.

Your password stays with you

You sign in on Monday.com's own page in a secure pop-up and approve read-only access. Portal 360 never sees your password.

Owners and admins only

Only owners and admins can run an import, and every import is logged.

Disconnect any time

Disconnect in Portal 360 and revoke access from Monday.com whenever you like. Tokens are stored encrypted.

Nothing written until you confirm

A dry-run preview comes first. Portal 360 writes nothing until you review it and confirm.

Re-run and roll back

Imports can be re-run without creating duplicates, and each import can be rolled back.

Preview before anything is written

Map your boards, groups, items to Portal 360 clients, entities or task groups, then run a dry-run preview. You see what would be created, what conflicts and what would be skipped. Nothing is written until you confirm.

Dry-run preview: Monday.com import

Example