LOOKING FOR PARTNERS 🤝
We're currently looking for partners and distributors in different regions. If you're interested, please feel free to contact us.
Start syncing Monday.com and Exchange On-Premises tasks two-way with SyncPenguin! We ensure you stay up to date with all your work across all apps used.
With SyncPenguin you can:
This guide explains in detail how to create, configure and start the sync.
If you'd like to start syncing right away, feel free to create an account and set up the sync on your own. Go back to the guide in case of any ambiguity or questions. You can also contact us for any questions, requests, or feedback.
The first step is to create a SyncPenguin account. We offer a free 14-day trial (without a credit card) to make sure everything works well before your commitment. Please follow the link below to create an account.
The next step is to create a sync in the Synchronizations section of the dashboard by clicking the + New sync button. You'll see a wizard page, where you have to do the following three steps:
Now that your sync is created, the next important step is to grant SyncPenguin access to your task data. You'll see two Account sections for both apps involved in the sync. Below we explain how to connect and configure accounts.
How to connect Monday.com?The Monday.com Tasks account connection section will look like this:
You can find information on how to obtain API Token here: https://developer.monday.com/api-reference/docs/authentication#api-token-permissions
You also have to select which board is used, as well as what board columns correspond to task name/subject and due date, which are required fields in order to sync tasks. Please note that the sync will break if these columns are removed.
If you want to include other columns in field mapping, please use customizations.
How to connect Exchange On-Premises?The Exchange On-Premises Tasks account connection section will look like this:
To connect an Exchange on-premises server account you need to provide server Endpoint URL (usually ending with /Ews/Exchange.asmx), as well as username (email) and password.
Additionally you can select which Exchange version is used and whether NTLM is enabled.
You can also select the tasks list to sync. If no list is selected the default (primary) user folder is synced.
Impersonation allows you to connect an admin account (through the Connect button) and specify the destination user email in this field to access the user’s tasks. This way you access the task list of a user without actually directly connecting the user and entering their credentials. Note that the connect admin user must have the impersonation permissions.
If you’d like to sync a task list of a shared mailbox please enter the mailbox email in this field.
Choose whether task descriptions (body) is treated as HTML or plain text.
Please make sure both apps are properly connected before starting the task sync.
DATA SECURITY
If you're concerned about the security of your private data, please check out the Security Practices page.
In the Sync settings section you have the ability to adjust some of the default properties of your integration flow:
Additionally, in Field mappings & rules you can customize the way task data is mapped between the apps, or add some filters or custom rules to the sync behavior. This is done using our simple no-code visual interface, which allows you to do both simple adjustments as well as implement complex custom scenarios.
You can learn more about our customization interface here.
The last step is to start the sync. To do that, click the Start syncing button.
You'll then be prompted with the following four options:
Once you make your choice, just click Start syncing. In case you decide to do the initial merge, it'll be instantly queued. Once it's done, we'll be checking for task changes every now and then (depending on the sync interval specified) and syncing accordingly. Each sync execution can be seen in the Sync history at the bottom of the sync page.
