> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancer-erp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# monday.com

> Move from monday.com to Lancer: import boards of clients, contacts, leads and projects with column mapping, a preview and duplicate detection.

Move from monday.com to Lancer: import boards of clients, contacts, leads and projects with column mapping, a preview and duplicate detection.

> [!NOTE]
>
> **Category:** CRM import ("ייבוא ממערכת CRM")\
> **Connection:** one for the whole organization, admins only

## 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.

## Connect

**1. Open the integration**

Open Settings → **Integrations** ("הגדרות" → "אינטגרציות"), at [app.lancer-erp.com/app/settings/integrations](https://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.

> [!NOTE]
>
> Only admins can view and change this connection.

## What you need

**API token** `string`

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

## Vendor documentation

> [card] [monday.com documentation](https://developer.monday.com/api-reference/)
>
> The official docs, at developer.monday.com.


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