How to Extract Data from Monday.com to Microsoft Excel Using Pabbly Connect

Learn how to extract data from Monday.com to Microsoft Excel using Pabbly Connect. Follow our step-by-step guide to automate your workflow effectively. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Your Integration

To extract data from Monday.com to Microsoft Excel, the first step is to access Pabbly Connect. Open your browser and visit the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up Free’ to create one. If you already have an account, simply sign in.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on ‘Create Workflow’ and give your workflow a name, such as ‘Monday.com to Microsoft Excel’. This will set the foundation for your automation process.

2. Set Up the Trigger for New Items in Monday.com

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for ‘Monday.com’ and select it. From the dropdown, choose the trigger event as ‘New Item in Board’. This ensures that every time a new item is created in your Monday.com board, it will trigger an action in Pabbly Connect.

• Search for ‘Monday.com’ in the trigger app.
• Select ‘New Item in Board’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Monday.com account. Click on your profile icon, then select ‘Integrations’. Here, scroll down to find the webhook option and select it. Choose the event for ‘When an item is created’ and paste the copied webhook URL. Click on ‘Add to Board’ to finalize the connection.

3. Test the Trigger with a New Item

To ensure your trigger is set up correctly, you need to test it by adding a new item to your Monday.com board. For instance, create a new item titled ‘MS Excel Integration’ and assign it a status. Once this item is created, return to Pabbly Connect to see if the new item’s details have been captured.

You should see a response in Pabbly Connect containing the details of the new item, including the title, group, and creation date. If you do not see the response, double-check your webhook settings and ensure that the item was created successfully in Monday.com.

4. Set Up Action to Add Data to Microsoft Excel

Once the trigger is verified, the next step is to set up the action to send this data to Microsoft Excel. In the action window, search for ‘Microsoft Excel’ and select it. Choose the action event ‘Add Row to Worksheet’ and connect your Microsoft Excel account to Pabbly Connect.

• Select your Microsoft Excel account.
• Choose the workbook and worksheet where you want to add the data.
• Map the fields from Monday.com to the corresponding columns in Excel.

After mapping the fields such as item name, status, creation date, and group name, click on ‘Save and Send Test Request’. This will send the data to your specified Microsoft Excel worksheet.

5. Verify Data in Microsoft Excel

Finally, check your Microsoft Excel worksheet to ensure that the data has been successfully added. Refresh the worksheet to see the newly added row with the details of the item you created in Monday.com. The integration through Pabbly Connect ensures that every new item created in Monday.com is automatically added to your Excel sheet.

By following these steps, you can automate the process of transferring data from Monday.com to Microsoft Excel. This integration not only saves time but also reduces the risk of manual errors in data entry.

Conclusion

In this tutorial, we demonstrated how to extract data from Monday.com to Microsoft Excel using Pabbly Connect. By automating this process, you can efficiently manage your data and streamline your workflow. Start using Pabbly Connect today to enhance your productivity.