# Monday.com Integration Guide

The [Monday.com](https://www.monday.com) integration allows you to sync your Success.co todos with [Monday](https://www.monday.com)[.com](http://Monday.com) boards, creating a seamless workflow between the two platforms. This integration supports bidirectional sync, meaning changes in either platform can be reflected in the other.

URL: https://www.success.co/docs/guides/monday  
Published: 2025-08-01

## Setup Process

Before you can start syncing, you need to complete a two-step setup process:

#### 1. Install the Success.co App on [Monday](https://www.monday.com)[.com](http://Monday.com)

- Navigate to your company's integration settings
- Click "Setup" for [Monday](https://www.monday.com)[.com](http://Monday.com) integration

![Success.co company Integrations settings listing Monday.com under Project management with an Enable button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K1YDry99Gr4e7n8Mt6k7dNF3/Monday-Integration-setup)

- You'll be taken to a pre-setup page that guides you through installing the Success.co app on your [Monday](https://www.monday.com)[.com](http://Monday.com) workspace
- Click the "Add to [monday](https://www.monday.com)[.com](http://monday.com)" button to install the app
- Once installed, return to the setup page and click "Continue Setup"

![Install Success.co on Monday.com page with Step 1 Add to monday button and Step 2 Continue setup button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01k1ydy7BWPT9QAC9FnqQ8Rnkh/Monday-redirect-install-success-app)

#### 2. Configure Integration Settings

- After installation, you'll be redirected to [Monday](https://www.monday.com)[.com](http://Monday.com) for authorization
- Grant permissions to allow Success.co to access your [Monday](https://www.monday.com)[.com](http://Monday.com) workspace

![Monday.com Authorize Success.co screen listing requested permissions, with Cancel and Authorize buttons](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K1YE1hYg7wgsEtqsw7z95GGv/Monday-auth-access-page)

- Configure which [Monday.](https://www.monday.com)[com](http://Monday.com) boards should receive synced todos

![Success.co Configure Monday.com integration page with step 1, a Select workspace dropdown](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01k1YE55Pz09McBnZTZ0y0mVF9/Monday-config-workspace)

- Set up team-to-board mappings

![Configure Monday.com integration page with workspace and board selected, Integration is ready, and custom team destinations below](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K1yE8M4J5jk19eTsK5n0G8kd/Monday-config-integration-2)

#### Configuration Options

- **Default destination**: You must choose the default [Monday](https://www.monday.com)[.com](http://Monday.com) board to sync to
- **Team Mapping**: Optionally, each team in [Success.co](https://www.success.co/) can be mapped to a specific [Monday](https://www.monday.com)[.com](http://Monday.com) board

## Sync Mechanisms

#### Server-Side Sync (Automatic)

When a todo is updated in [Success.co](https://www.success.co/), the system automatically triggers a sync to [Monday](https://www.monday.com)[.com](http://Monday.com):

**Throttling**: To prevent excessive API calls, server-side syncs are throttled:

- **5 minutes** between syncs for the same todo
- **1 minute** between syncs for the same board
- Throttling is bypassed for manual syncs (when user clicks "Resync")

**Queue System**: Multiple changes are queued up and processed sequentially:

- Each sync request is added to a Redis queue
- Background workers process the queue with up to 5 concurrent workers
- Failed syncs are automatically retried with exponential backoff
- Queue processing continues even if individual syncs fail

#### Client-Side Sync (On View)

When you view a todo in [Success.co](https://www.success.co/), the system automatically attempts to sync it:

**Throttling**: Client-side syncs are also throttled:

- **5 seconds** delay after todo creation before sync is allowed
- **30 seconds** between automatic syncs for the same todo
- Sync is skipped if the user is offline

**Trigger Conditions**:

- Viewing a todo in the listing or details view
- Only applies to team todos (not personal todos)
- Only works for admin users with sync permissions

## Manual Sync

#### Resync Button

Users can manually trigger a sync using the "Resync" button:

![Success.co To-Do detail with the Monday.com Synced badge and its Resync button highlighted in the right panel](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01k1Yjp0VYCj22521nWJfh209g/resync-button)

- **Location**: Available in the todo integration badge
- **Behavior**: Bypasses all throttling for immediate processing
- **Availability**: Only shown to admin users for team todos
- **Visual Feedback**: Shows loading spinner during sync process

#### Manual Sync Process

1. Click the "Resync" button on any synced todo
2. The system immediately processes the sync (bypassing throttling)
3. Success/failure status is displayed to the user
4. If successful, the todo's [Monday](https://www.monday.com)[.com](http://Monday.com) link is updated

## User Interface Features

#### Integration Badge

The todo integration badge provides several features:

- **Status Display**: Shows "Synced", "Not synced", or "Not set-up"
- [**Monday**](https://www.monday.com)[**.com**](http://Monday.com) **Link**: Click to view the todo directly on [Monday](https://www.monday.com)[.com](http://Monday.com)
- **Resync Button**: Force an immediate sync (admin users only)
- **Configure Link**: Quick access to integration settings

#### Configuration Page

The [Monday](https://www.monday.com)[.com](http://Monday.com) configuration page provides:

- **Board Selection**: Choose which [Monday](https://www.monday.com)[.com](http://Monday.com) boards to sync with
- **Team Mapping**: Map [Success.co](https://www.success.co/) teams to specific [Monday](https://www.monday.com)[.com](http://Monday.com) boards

## Integration Notes

**Description Column**

- To sync descriptions, you must add a column called "Description" to your [Monday](https://www.monday.com)[.com](https://www.success.co/) board
- This column will receive the todo description from Success.co
- We make a best effort to sync between rich text descriptions in Success.co and plain text in [Monday](https://www.monday.com)[.com](https://www.success.co/)
- If the Description column doesn't exist, descriptions won't sync

![Monday.com board with a Description column next to Status, Date and Priority columns](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K2dqnErg5z3h472wtCCq2VvA/Description-Column_t1JKLdBIyF)

**Priority Column**

- To sync priority, you must add a "Priority" column to your [Monday](https://www.monday.com)[.com](https://www.success.co/) board
- We do a best effort to match priorities by text
- Common priority mappings:
- "High" ↔ "High"
- "Medium" ↔ "Medium"
- "Low" ↔ "Low"
- "No priority" ↔ "High"
- "Urgent" ([Monday](https://www.monday.com)[.com](https://www.success.co/)) → "High"
- Custom priority names may not sync correctly

![Monday.com board Priority column dropdown showing Medium, High, Low, No priority and Urgent labels](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01k2dqjCD02mZy8GN5h749c1Me/Priority-Dropdown)

**Priority Column**

- To sync priority, you must add a "Priority" column to your [Monday](https://www.monday.com)[.com](https://www.success.co/) board
- We do a best effort to match priorities by text
- Common priority mappings:
- "High" ↔ "High"
- "Medium" ↔ "Medium"
- "Low" ↔ "Low"
- "No priority" ↔ "High"
- "Urgent" ([Monday](https://www.monday.com)[.com](https://www.success.co/)) → "High"
- Custom priority names may not sync correctly

#### Team Change Limitations

**Important**: If you add a todo and later change the assigned team, any existing synced task on [Monday](https://www.monday.com)[.com](https://www.success.co/) will not automatically move to a different destination board.

**What happens**:

- The todo remains on the original [Monday](https://www.monday.com)[.com](https://www.success.co/) board
- You'll need to manually move it on [Monday](https://www.monday.com)[.com](https://www.success.co/) as needed
- Future updates will continue to sync to the original board

**Best practice**: Set the correct team before creating the todo to avoid this limitation.

#### User Assignment Limitations

We do a best effort to match users on both sides based on their email

- If a user is not found, we leave the existing assignment
- A todo can only be assigned to one user in [Success.co](https://www.success.co/) but can be assigned to multiple in [Monday](https://www.monday.com)[.com](https://www.success.co/) - we do a best effort based on the first user we find assigned in [Monday](https://www.monday.com)[.com](https://www.success.co/)

**Best practice**: Ensure users exist on both sides and have access to the team in [Success.co](https://www.success.co/) and the board in [Monday](https://www.monday.com)[.com](https://www.success.co/). Also only assign a todo to one user at a time in [Monday](https://www.monday.com)[.com](https://www.success.co/)

## Sync behaviour

**What Syncs**:

- Todo title → [Monday](https://www.monday.com)[.com](http://Monday.com) item name
- Todo description → [Monday](https://www.monday.com)[.com](http://Monday.com) Description column
- Todo status → [Monday](https://www.monday.com)[.com](http://Monday.com) Status column
- Todo priority → [Monday](https://www.monday.com)[.com](http://Monday.com) Priority column
- Assigned user → [Monday](https://www.monday.com)[.com](http://Monday.com) Person column
- Due date → [Monday](https://www.monday.com)[.com](http://Monday.com) Date column

**What Doesn't Sync**:

- Comments/notes
- Attachments
- Custom fields (unless specifically configured)
- Todo history/changelog

## Troubleshooting

**Common Issues**:

1. **"Not synced" status**: Check that the integration is properly configured
2. **Missing data**: Verify required columns exist in [Monday](https://www.monday.com)[.com](http://Monday.com)
3. **Sync failures**: Check [Monday](https://www.monday.com)[.com](http://Monday.com) API limits and permissions
4. **Throttling**: Wait for the throttle period to expire or use manual resync

> **Note:** **Getting Help**:
>
> - Contact [support](https://www.success.co/contact) if sync issues persist
> - Provide specific todo IDs and error messages
> - Check [Monday](https://www.monday.com)[.com](http://Monday.com) API status for external issues

## Technical Architecture

#### Security

- OAuth2 authentication with [Monday](https://www.monday.com)[.com](http://Monday.com)
- Secure token storage and refresh
- API rate limiting to respect [Monday](https://www.monday.com)[.com](http://Monday.com) limits
- Redis-based locking to prevent concurrent sync conflicts

#### Reliability

- Automatic retry mechanism for failed syncs
- Queue-based processing for high-volume scenarios
- Graceful degradation when [Monday](https://www.monday.com)[.com](http://Monday.com) is unavailable
- Comprehensive error logging and monitoring

#### Performance

- Efficient throttling to minimize API calls
- Background processing to avoid blocking user interface
- Caching of sync status and external IDs
- Optimized database queries for sync operations

This integration provides a robust, user-friendly way to keep your Success.co todos synchronized with [Monday](https://www.monday.com)[.com](http://Monday.com), enabling seamless workflow management across both platforms.