| Monday.com | Projects and activities | Planning and tasks |
|---|---|---|
| Board | Project | Task |
| Item | Subproject | Sub-task |
| Sub-item | Sub-subproject | Sub-sub-task |
Before you start
You need administrative privileges in both Monday.com and Beebole to set up the integration.
| What syncs from Monday.com | What stays in Beebole |
|---|---|
| Boards: Imported as Beebole projects or tasks. | Approval workflows: Beebole handles the timesheet lifecycle. |
| Items and sub-items: Imported as Beebole subprojects or sub-tasks. | Billing rates: Managed exclusively in Beebole. |
| Users: Monday.com users are mapped as Beebole people. | Budgets: Set within Beebole’s billing and budget settings. |
What’s included
Monday.com boards and items
Monday.com boards and items
Active boards and items at the time of enabling the integration are created in Beebole. Any name change to those items is reflected in Beebole while the integration is active. New boards and items created in Monday.com are also automatically added to Beebole.Sub-items are supported where the board allows them and are imported as a third level beneath items.
Monday.com users
Monday.com users
All active non-guest users in your Monday.com workspace are automatically created as people in Beebole when you first enable the integration. You choose a default role for these imported employees during setup.
Items managed in Beebole
Items managed in Beebole
Timesheet entries, approval workflows, billing rates, budgets, and expenses remain in Beebole and are not affected by the integration.
Step-by-step configuration
Connect to Monday.com
Go to Settings > Integrations > Monday.com. Click Connect to Monday.com.A popup opens to authorize Beebole to access your Monday.com account. Complete the authorization flow. The popup closes automatically when the connection is established.
Configure integration parameters
Once connected, configure the following options:
- Monday.com workspace — If your account has multiple workspaces, select the one you want to import.
- Where to import your boards — Choose between Projects and activities (for project time tracking with rates and billing) or Plan and tasks (for resource planning and assignment).
- Default role for imported employees — Select the role to assign to Monday.com users when they are imported into Beebole.
Configure integration parameters
Once connected, configure the following options:
- Monday.com workspace — If your account has multiple workspaces, select the one you want to import.
- Where to import your boards — Choose between Projects and activities (for project time tracking with rates and billing) or Planning and tasks (for resource planning and assignment).
- Default role for imported employees — Select the role to assign to Monday.com users when they are imported into Beebole.
Enable the integration
Click the toggle to Enable integration. Beebole imports all your active Monday.com boards, items, and users.Once complete, the integration is active. All future name changes and new boards or items in Monday.com are automatically reflected in Beebole.
The initial import may take a few moments depending on the size of your Monday.com workspace. You can continue using Beebole while the import runs in the background.
Enable the integration
Click the toggle to Enable integration. Beebole imports all your active Monday.com boards, items, and users.Once complete, the integration is active. All future name changes and new boards or items in Monday.com are automatically reflected in Beebole.
The initial import may take a few moments depending on the size of your Monday.com workspace. You can continue using Beebole while the import runs in the background.
Validate the integration
Click the Projects icon (or Tasks icon, depending on your import mode) in the left menu. You should see a new category called Monday containing all your imported boards and items. You can rename this category if needed.
Validate the integration
Click Projects in the sidebar (or Tasks, depending on your import mode). You should see a new category called Monday containing all your imported boards and items. You can rename this category if needed.
Configure the timesheet
If you want the new Monday category to appear in the timesheet, go to Settings > Account Settings > Timesheet Settings and select the Monday category.
Disabling the integration
To disable the integration, go to Settings > Integrations > Monday.com and toggle the integration off. You can re-enable it at any time to resume syncing. To disconnect your Monday.com account entirely, click Reset connection.Related content
Projects and activities
Manage your projects, subprojects, and billing rates in Beebole.
Planning and tasks
Create, organize, and assign tasks, and track time against them.
Custom integrations
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All integrations
Explore all available Beebole integrations.
Frequently asked questions
What is the difference between Projects and activities and Planning and tasks?
What is the difference between Projects and activities and Planning and tasks?
Beebole’s time management has two structures. Projects and activities can be configured with billing rates, costs, budgets, and expenses. Planning and tasks is a list of tasks you can assign in resource planning charts. Both can be used in the timesheet to track time. Choose the option that best fits how your organization manages work.
How often does Beebole sync with Monday.com?
How often does Beebole sync with Monday.com?
Changes made in Monday.com (new boards, items, or name updates) are reflected in Beebole automatically via webhooks. In most cases this happens within minutes. If a change is not reflected within 24 hours, contact support@beebole.com.
Can I choose which Monday.com boards to import?
Can I choose which Monday.com boards to import?
The integration imports all active public boards from the selected workspace. You cannot selectively import individual boards. However, you can organize and filter imported items within Beebole after the import.
My Monday.com account has multiple workspaces. Which one gets imported?
My Monday.com account has multiple workspaces. Which one gets imported?
During setup, Beebole shows a Monday.com workspace selector when your account has more than one workspace. Select the workspace you want to import before enabling the integration. Only one workspace can be connected per Beebole account.
What happens to imported data if I disable the integration?
What happens to imported data if I disable the integration?
All previously imported boards, items, and people remain in Beebole as local records. They are not deleted. Only future changes from Monday.com will stop syncing until you re-enable the integration.