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Move from monday.com to Lancer: import boards of clients, contacts, leads and projects with column mapping, a preview and duplicate detection.
Category: CRM import (“ייבוא ממערכת CRM”)
Connection: one for the whole organization, admins only

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What it does in Lancer

  • A four-step wizard: source (a board) → column mapping → preview → import.
  • Suggested mappings; you can change every column.
  • The same validation and duplicate detection as a CSV import: skip or update duplicates.
  • Connection only reads; nothing is written back.

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Connect

1

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under CRM import (“ייבוא ממערכת CRM”), find monday.com and click Connect (“חיבור”).
2

Get your credentials

In monday.com: your avatar → Developers → My access tokens → Copy. The import reads the boards that user can see.
3

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4

Finish

Run the import wizard on the card.
Only admins can view and change this connection.

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What you need

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string
In monday.com: your avatar → Developers → My access tokens → Copy. The import reads the boards that user can see. Stored encrypted.

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Vendor documentation

monday.com documentation

The official docs, at developer.monday.com.