How to Integrate Monday.com with Excel

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Integrating Monday.com with Excel through Zapier allows you to automatically send board data into an Excel spreadsheet whenever items are created or updated.

1. Log in to your Zapier account and open your automation dashboard.
2. Click the Create Zap button at the top left of the page.
3. Click the Trigger button and search for Monday.com in the app list.
4. Select Monday.com as the trigger app for your automation.
5. Click Select or Sign in and connect your Monday.com account.
6. Enter your API key when prompted to authorize the connection.
7. To get your API token, open your Monday.com account in a new tab, click your name at the top right corner, and select Developers from the dropdown menu.
8. Open the API token section and copy your token.
9. Click on Trigger Event, select an option from the dropdown list (e.g., “New Account”), then click Continue.
10. Start mapping the required details, such as the board and other trigger fields, then click Continue with selected record.
11. Search for and select Microsoft Excel as your action app to send data from Monday.com.
12. Click Select or Sign in to connect your Microsoft account.
13. In the pop-up window, log in and click Yes, Continue to Microsoft Excel to authorize Zapier access.
14. Click Action Event and select an item from the dropdown list.
15. Click Continue to move to the next configuration step.
16. After mapping fields, click Publish to activate the automation.
17. Your Monday.com items will now automatically create rows in your Excel spreadsheet.