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306.40

v 18.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Discuss (mail)
Sales (sale_management)
Calendar (calendar)
Invoicing (account)
Lines of code 4819
Technical Name omc_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Discuss (mail)
Sales (sale_management)
Calendar (calendar)
Invoicing (account)
Lines of code 4819
Technical Name omc_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0

Odoo Monday.com Integration

This module offers a powerful and seamless integration between Odoo and Monday.com, delivering a robust solution for real-time synchronization of key business and project management data. Designed to enhance operational efficiency, the integration bridges essential modules and ensures smooth collaboration between both platforms.

The connector enables unidirectional syncing from Monday.com to Odoo for Users, Boards, and Activities, ensuring visibility of task assignments, board structures, and user roles within Odoo. For core business records such as Companies, Contacts, Deals, Leads, and Products, the module supports bidirectional synchronization, keeping your CRM, sales, and product data aligned across both systems.

It ensures accurate data mapping, reduces duplication, and maintains consistency across platforms. Whether you're managing sales pipelines, customer relationships, or collaborative projects, this integration intelligently handles the exchange of information with minimal manual intervention.

This module is ideal for businesses aiming to unify project management with CRM and sales operations. It promotes data consistency, boosts cross-platform productivity, and supports a streamlined workflow between Odoo and Monday.com — enabling your teams to work smarter and stay in sync.



Key Features

Seamlessly manage and sync users with corresponding records in Odoo, ensuring consistent access and accurate user mapping.
Automatically synchronize Boards from Monday.com into Odoo.
Enable bidirectional sync of Companies, ensuring contact information stays up-to-date across both platforms.
Enable bidirectional sync of Contacts, keeping all contact details consistent between Odoo and Monday.com.
Enable bidirectional sync of Deals, ensuring deal-related information remains synchronized in both systems.
Enable bidirectional sync of Leads, maintaining consistent and accurate lead data on both platforms.
Enable bidirectional sync of Products, keeping product information aligned across Odoo and Monday.com.
Automatically sync Monday.com Meetings with Odoo calendar and activities.
Easily schedule automatic data imports and exports between Odoo and Monday.com to ensure real-time data flow.
Supports selective data import/export, allowing precise control over what information is shared between platforms.
Built with a user-friendly, business-oriented interface that’s easy to navigate and understand.
Quick setup: simply connect your Monday.com account in Odoo and start syncing.
No complex setup required — just install the module and start using it right away.
Designed with a business-friendly interface that's easy for anyone to understand.
No complex setup needed, just install and start using it right away.

📦 Version 1.0.0 – Initial Release

  • First stable release of Monday.com – Odoo 15,16,17,18 Connector.
  • Supports manual and scheduled sync of:
    • Users
    • Boards
    • Contacts
    • Companies
    • Deals
    • Leads
    • Products
    • Meetings
  • Manual sync via form view and list view buttons.
  • Automated background sync using schedulers.
  • Logging with error tracking and detailed messages.
  • Simple and intuitive configuration interface.

Setup

Click on Developers.


Click On My access Tokens


Click on Copy


Enter My Access Token in the Monday App Token field.


Enter https://api.monday.com/v2 in the Monday URL field, ensure that Is Connected is enabled, and click the MondayCRM Test API Connection button.


In the Odoo MondayCRM Instance view, under the User tab, Click the Sync Monday to Odoo Button.


MondayCRM User Successfully synced in Odoo.


In the Odoo Monday Instance view, under the Boards tab, click the Sync MondayCRM To Odoo button.


MondayCRM Boards successfully synced in Odoo.


Select Company Board Name and Company Group Name. And then Click on Import Company fields.


Click on the Activate Scheduler button.


The scheduler runs at the specified in the Execute Every field and creates records for all modules, including MondayCRM to Odoo and Odoo to Monday.


The MondayCRM company record was successfully created in Odoo.


Create a company record in odoo, and in the Odoo instance, go to the Company tab an Click the Sync Odoo to MondayCRM button.


The Odoo company record was successfully created in MondayCRM.


Create a company record in MondayCRM, and in the Odoo instance tab and click the Sync MondayCRM to Odoo button.


The MondayCRM company record was successfully created in Odoo.


Click the Sync to MondayCRMbutton from the Odoo Company form.


The Odoo company record was successfully created in MondayCRM.


In Odoo, go to the Odoo MondayCRM app and click on the Sync MondayCRM to Odoo menu.


Select the module name and record ID, then click the Sync to Odoo button.


The MondayCRM company record was successfully created in Odoo.


Create a contact record in MondayCRM.Then, in Odoo, go to the Odoo MondayCRM app and click on the Sync MondayCRM to Odoo menu.


The MondayCRM Contact record was successfully created in Odoo.


Click the Sync to MondayCRM button from the Odoo contact form view.


The Odoo Contact record was successfully created in MondayCRM.


Click the Sync to MondayCRM button from the Odoo Opportunity form view.


The Odoo Opportunity record was successfully created in MondayCRM.


In Odoo, go to the Odoo MondayCRM app and Click on the Sync MondayCRM to Odoo menu.


The MondayCRM Deals record was successfully created in Odoo.


Click the Sync to MondayCRM button from the Odoo Leads Form view.


The Odoo Leads record was successfully created in MondayCRM.


In Odoo, go to the Odoo MondayCRM app and Click on the sync MondayCRM to Odoo Menu.


The MondayCRM Leads record was successfully created in Odoo.


Create a contact in MondayCRM With a meeting.


The MondayCRM contact was created in Odoo, but the the meeting was not.


click On SYNC MONDAY TO ODOO


The MondayCRM contact meeting was created in Odoo.


Click the Sync to Monday CRM


Odoo product was successfully created in Monday CRM.


In Odoo, go to the Odoo MondayCRM app and Click on the Sync MondayCRM to Odoo menu.


MondayCRM product was successfully created in Odoo.


Demo & Support

We're here to help! Whether you need assistance with Odoo app installation, customization, or have any technical or functional questions, our support team is just a call or click away. Choose your preferred method to connect with us - phone, email, or schedule a meeting. You can also explore our detailed video playlist for step-by-step guidance.

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FAQS

Is this app compatible with both Odoo Community and Enterprise editions?

Yes, this app is fully compatible with both Odoo Community and Enterprise editions, including Odoo.sh and On-Premise deployments.

Does this app work with Odoo SaaS (odoo.com)?

No, this application is designed for Odoo On-Premise and Odoo.sh, and is not compatible with Odoo’s SaaS (odoo.com) platform.

I need some customizations in this app. How can I request them?

You can request customizations by contacting us at info@echobitzit.com. We'll be happy to assist you!

Do I receive free support with this app?

Yes, we offer free support for 365 days from the date of purchase.

Do I get free updates with this app?

Yes, you will receive free updates for a lifetime at no additional cost.

Do I have to install anything else to get this module working?

Not at all! Everything you need is included—no extra libraries required.

Do I need to purchase the module separately for each Odoo version?

Yes, you need to download the module specifically for each version.

What if I purchase the module for the wrong Odoo version? Can I exchange it for the correct one?

Unfortunately, we do not offer exchanges for purchases made in the wrong version. Please ensure you select the correct Odoo version before purchasing.

What data can be synced between Odoo and Monday.com?

The app supports syncing of Users, Boards, Contacts, Companies, Leads, Deals, Products, Activities.

Can I sync selected records only?

Yes, you can manually sync individual records or use scheduled sync for batch operations.

Is the synchronization one-way or two-way?

The integration supports both import from and export to Monday.com, depending on the model and settings.

Can I schedule automatic sync jobs?

Yes, you can configure scheduled actions for automated import/export between Odoo and Monday.com.

Is there a log history for synchronization actions?

Yes, all sync operations are logged with success and error messages for easy tracking.

Free Support for 365 Days

We believe that great apps deserve great support. That's why every purchase of our Odoo apps comes with 365 days of free expert support-no hidden fees, no hassle. Whether you need help with installation, customization, or troubleshooting, our team is here to guide you every step of the way. We're committed to ensuring your Odoo experience is smooth, efficient, and worry-free. With fast response times and professional assistance, you can focus on growing your business while we handle the tech. Start strong with support you can count on-for free, for the first 365 days.

Demo & Video

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Our Services

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Support & Maintenance

Enjoy peace of mind with our reliable support, updates, and bug fixing services.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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