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monday.com

Using monday.com as a data source for your Softr app.

monday.com is like a spreadsheet database and work management system that can also act as a relational database. As a result, it is a more robust data management option than simple spreadsheet solutions.

This integration allows you to:

  • give your clients real-time project visibility

  • collect information faster

  • create user-friendly dashboards without board limits

1. Connect your monday.com account

To use monday.com in Softr, you must first connect your monday.com account. Any monday.com account you connect in Softr can be used by all of the workspace’s collaborators in all of the workspace’s apps.

Get your API token

Add monday.com as a data source in Softr

The Integrations page in Softr with the Connect new button

  • Select Monday.com in the list of integrations.

The Select an integration window in Softr with Monday.com highlighted

  • Paste your Personal API Token in the Personal API Token field. Then click Connect.

The Connect to Monday.com window with the Personal API Token field highlighted

2. Connect your monday.com data to your Softr app

Once your monday.com account is connected, you can use it in any Softr application.

Connect your data to a dynamic block

To display your data in the app, connect a dynamic block (e.g. List, Grid, Table) to your monday.com board:

  1. Go to the block’s Source tab. In Account, select your monday.com account.

  2. In Workspace, select the workspace you want to connect.

  3. In Board, pick the board you want to use.

The Source tab of a List block with the Account, Workspace and Board fields filled in

Map monday.com columns to item fields

When you connect your board to a block, you can choose which monday.com columns to display and map it to a Softr field. This lets you control how your monday.com data appears in Softr.

Example: If your monday.com board has a file column with photos, map it to an Image field in Softr so it displays correctly.

A monday.com Projects board with the Project image file column

The Content tab of a List block with the Photo field set to the Image type

Mapping an image field

The Photo field window with Display type set to Image

The Photo image field window with Display type set to Image

You can learn more about Softr field types in the List block overview.

Supported fields

Most fields you edit in monday.com can be edited in Softr, but there are some exceptions:

  • Read-Only Fields: Some fields can be displayed but not edited, including:
    • Created by
    • Created at
    • Last updated
    • Item ID
    • Mirror fields

Connected boards in monday.com

Connected Boards let you link data between different boards, making monday.com a relational database.

For example, if you have two boards:

  • Clients

  • Projects

You can connect Clients to Projects to see which projects each client is involved in. This helps keep all related information in one place.

monday.com Projects board with a Connected board with Clients.

monday.com Projects board with a Connected board with Clients.

Below, you can see the Clients table, where the Project field is a Connected board that shows records from the Projects table.

monday.com Clients board with a Connected board with Projects.

monday.com Clients board with a Connected board with Projects.

Subitems

Subitems in monday.com help you add extra layers of information to your board items. You can sync these subitems to your Softr application as a Linked List.

To do this, ensure you have a page with your Items mapped to any Dynamic List block, along with a corresponding List Detail page mapped to the same board.

When you add a List block to this page, you’ll have the option to display either Items or Subitems.

If you choose Subitems, only the sub-items will be shown, automatically filtered based on the parent task details in the view. (This filtering applies in both the preview and the published app.)

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