Monday Registration
In the Monday Integration module, users can access Monday Registration from Configuration to register and connect their Monday.com account with Odoo.
Monday Registration Wizard
When users open Monday Registration, a wizard appears where they need to enter the Name and API Token generated in Monday.com. After entering the required details, click Establish Connection to complete the registration.
Monday Account List View
After establishing the connection successfully, the registered Monday.com account appears under the Monday Account menu, along with its name, email, account ID, and registration details.
Monday Account Import Configuration
Users can view the Account ID and enable the required import options to fetch data from Monday.com, including Users, Boards, Groups, and Items.
Connection Successfully
In the Monday.com application, users can create a new Board within the Main Workspace to organize and manage their project data efficiently.
Create Board
In Monday.com, users can enter a Board Name, select the required privacy setting, and choose what they want to manage, such as Items, Leads, Projects, or Tasks. Click Create Board to create the board.
Import Data from Monday.com
Users can click the Import Data button in the Monday Account to fetch the selected data from Monday.com and import it into Odoo.
Monday Board List View
Under Monday Data, users can access the Boards menu to view the boards imported from Monday.com, including their board type, board kind, account, and current state.
Monday Board Form View
In the Monday Board form view, users can view the board imported from Monday.com along with its Board ID, Board Type, Board Kind, Creator, Item Terminology, Groups, and Columns.
Monday Board in Project
The board created in Monday.com is also available in the Projects module, where users can view it in the Projects Kanban view along with its related tasks and project details.
Monday Project Groups
When users open the imported project, the Group Titles created in Monday.com are displayed as project stages, with their associated items visible under each group.
Monday Task Stages
Under Project > Configuration > Task Stages, users can view the project-related task stages in the list view, including the associated projects and their stages.
Create New Task Stage
Users can create a new Task Stage by entering the stage details, selecting the related Monday Account, Monday Group, and Project, and then saving the record.
Draft Task Stage in Project
In the Isha Foundation project, users can view the newly created Draft stage in the task board, where tasks can be organized according to their respective stages.
Draft Stage in Monday.com
The newly created Draft stage is also synchronized with Monday.com and is visible under the Isha Foundation workspace, allowing users to manage tasks within the same stage.
Projects Tasks List View
In the Projects module, users can view the tasks associated with the project in the list view, organized by their respective groups and stages.
Create New Task
Users can create a new task under the Isha Foundation project and select the required Monday Account, such as Browseinfo KD, to link the task with the Monday.com integration.
Task Synchronized to Monday.com
The newly created task is also synchronized with Monday.com and appears under the Isha Foundation workspace within the corresponding Group Title.
Task Stage Synchronization
Users can move the task to the Draft stage in Odoo, and the corresponding task stage is automatically updated in the Monday.com application.
Create CRM Lead Board
Users can create a new CRM Lead Board in the Monday.com application by entering the board name, selecting the required board settings, and clicking Create Board.
CRM Lead Board in Monday.com
Users can view the newly created CRM Leads board in Monday.com, along with its groups and associated items, before importing the data into Odoo.
Sync Entries
Under the Sync Entries menu, users can view all synchronization records, including the request date and time, operation, import action, action performed, account, and status. Successful synchronization entries are marked with a Success status.
CRM Leads Board Form View
Users can view the CRM Leads board details, including the Board ID, Board Type, Board Kind, Creator, Item Terminology, Account, and associated Groups.
Stages List View
Under CRM > Configuration, users can access the Stages menu to view the available CRM stages in the list view, including their Stage Name, Won Stage status, and associated Sales Team.
Create New Stage
Users can create a new CRM Stage and select the required Monday Account. After saving the stage, the related Monday Group ID is updated for synchronization with Monday.com.
Create New Pipeline
Users can create a new Pipeline and select the required Monday Account in the Monday Details tab to link the pipeline with the Monday.com integration.
Scheduled Action
The Import Monday Data Automatically scheduled action is configured under Settings > Technical > Scheduled Actions. It automatically imports Monday.com data every hour and can also be run manually when required.
