How To Enable And Use The monday.com Integration

Summary

The monday.com integration lets you sync assets between Bynder and monday.com in either direction. Use Monday to Bynder to automatically pull task files from monday.com boards into your Bynder DAM, and Bynder to Monday to push tagged Bynder assets out to your monday.com boards. Both directions are included once your account has subscribed to the monday.com connector.

Who?

This feature/solution requires your Customer Success Contact to enable, but then individual permissions can be done by the Bynder Admin.

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Once this integration is enabled users with the Portal Settings permission can manage this integration.

Why?

Integrating monday.com with Bynder removes manual upload and tagging work in both directions. With Monday to Bynder, task files added to a monday.com board sync into your Bynder DAM automatically, complete with metadata, once a trigger fires. 

With Bynder to Monday, you tag assets in Bynder and they're pushed out to the monday.com boards of your choice — no manual re-upload needed on either side. Synced assets typically appear within about 5 minutes, with success or errors written back to the asset details.

How?

Configuring The monday.com -> Bynder Integration

  1. Navigate to Settings > Advanced settings > Portal settings.
  2. Click Browse Integrations in the left sidebar.
  3. Click the Premium tab.
  4. In the Monday to Bynder section, click Configure.
  5. Enter a Name for this configuration, then click Save.
  6. If you've already configured a Bynder connection, it will be selected. If not, select New Authentication to add your Bynder credentials:
    • Your authentication name: Enter a name for the authentication.
    • Domain: Enter your unique domain by copying the URL of your Bynder portal (including https://).
  7. Click Create, then Next.
  8. Select New Authentication and add the following information:
    1. Authentication name: Enter a name for the authentication
    2. API key: Enter the monday.com Personal API Token.
  9. Click Create.
    • Choose Board: Click the dropdown to select which board you want to connect to your Bynder portal. You’ll need to set up a new integration for each board you’d like to connect to Bynder.
    • Choose column: Click the dropdown and select which column you’d like to use for the trigger.
      • The default Status column is commonly used, but any column can be selected.
    • Identify your Trigger: Determine what should trigger the assets to be sent to Bynder.
      • If the column you’ve selected has a defined schema, those values will be listed. Select the option from the list. This is the recommended suggestion. We typically recommend setting the trigger to an obvious name, such as Send to Bynder.
      • If the column uses custom values, type the value to be used as a trigger in the box. We do not typically recommend using a custom value, as users might enter the information incorrectly or have a spelling mistake.
  10. Click Next.
    • Metadata mapping: If you want to map certain data from monday.com to be mapped to your Bynder metaproperties, you can do so by following these steps:
      1. Click Add Custom Field Mapping.
      2. Click Choose an option under monday.com Column and select a field from the dropdown.
      3. Then Choose an option under the Bynder Metaproperty to which you’d like to map it.
    • Static Metaproperties: Automatically add certain metaproperty values to all assets synced from monday.com. For example, you can set a Source metaproperty to monday.com for all assets uploaded via the integration.
      1. Click Choose an option under Bynder Metaproperty and select a field from the dropdown.
      2. In the Value section, enter the option with which the synced assets should be tagged.
      3. Click Add a new mapping to add additional metaproperties.
  11. Click Next to review the information, then click Finish.

Things To Note

  • You must create a trigger for each board you’d like to sync with Bynder.
  • While you can rename the mapping metaproperty fields, deleting them will require re-configuration of the solution.
  • If you delete the configured trigger, the integration will be disconnected.
  • You’ll need to copy the monday.com API token for the integration. 
  • For integrations to work properly, board owners must have the necessary permissions. If you’re experiencing issues, verify whether you’ve been granted board ownership. Only board owners can set up, edit, and manage integrations on a board.
  • If you are removed as the board owner, the integration will be turned off, and no one can reactivate it until the integration creator becomes the board owner again. Without ownership, you may face restrictions when attempting to manage integrations.

Editing The monday.com Integration

  1. Navigate to Settings > Advanced settings > Portal settings.
  2. Click Active Integrations in the left sidebar, then Edit in the section of the connection that you would like to update.
  3. Make the changes, then click Save.

Configuring The Bynder -> monday.com Integration

  1. Navigate to Settings > Advanced settings > Portal settings.
  2. Click Browse Integrations in the left sidebar.
  3. Click the Premium tab.
  4. In the Bynder to Monday section, click Configure.

  5. Enter a Name for this configuration, then click Save.

  6. If you've already configured a Bynder connection, it will be selected. If not, select New Authentication to add your Bynder credentials:
    1. Your authentication name: Enter a name for the authentication.

    2. Domain: Enter your unique domain by copying the URL of your Bynder portal (including https://).

  7. Click Create, then Next.
  8. On the Monday Configuration page:
  9. Select New Authentication and add the following information:
    1. Authentication name: Enter a name for the authentication

    2. API key: Enter the monday.com Personal API Token. 

  10. Click Create.
  11. Choose Monday.com Board: Click the dropdown to select which board you want to connect to your Bynder portal. You’ll need to set up a new integration for each board you’d like to connect to Bynder.
  12. Choose Monday Group: Click the dropdown and select which group items should be assigned to in monday.com. 

  13. Choose Monday.com Column: Determine which column the assets should be sent to in monday.com.

  14. Click the Next button.

    • Metadata mapping: Select which Bynder metaproperties should be sent to monday.com along with the assets.  
    • Click Add Custom Field Mapping.
      1. Click Choose an option under Bynder Metaproperty and select a field from the dropdown.
      2. Then Choose an option under the Monday Column to which you’d like to map it.
    • Static Metaproperties: You may also set a static metaproperty value to map to monday columns. For example, you can set a Status metaproperty in monday.com for all assets uploaded via the integration.
      1. Click Choose an option under Bynder Metaproperty and select a field from the dropdown.
      2. In the Value section, enter the option with which the synced assets should be tagged.

      3. Click Add a new mapping to add additional metaproperties.

     

  15. Click Next to review the information, then click the Finish button.

 Things to note:

  • Setup automatically creates two Bynder metaproperties, Send to Monday and Monday Item. You can rename these, but don't delete them — if you do, disabling and re-enabling the connector will recreate them. 
  • Supported file types follow monday.com's own file support (Office and Open Office documents, common image/audio/video formats, PDF, and more). 
  • Upload errors are written back to the Monday Item metaproperty, along with monday.com's error message and an internal reference number. Successful uploads appear there as a link to the asset in monday.com. 
  • You'll need your monday.com API token for setup, and board owners must have the necessary permissions to manage the integration.

Editing either Integration

  1. Navigate to Settings > Advanced settings > Portal settings.
  2. Click Active Integrations in the left sidebar, then Edit in the section of the connection that you would like to update.
  3. Make the changes, then click Save.

FAQs

What types of files are supported?

All file types that Monday supports can be sent. A current list is available at The Files Column.

Can I use Monday to Bynder and Bynder to Monday at the same time?
Yes, both connectors can run simultaneously. However, an asset sent back and forth can't be linked as a new version of the original — monday.com's API doesn't support versioning.

What happens if I delete an asset in one system?
It stays in the other. Deleting an asset in Bynder doesn't remove it from monday.com, and vice versa.

What happens if I upload a new version in monday.com (Monday to Bynder)?
If you add a new version in monday.com and retrigger the sync, the new version will be added as a new file within Bynder. It will not be added as a Bynder version.

What happens if I upload a new version in Bynder (Bynder to Monday)?
It's sent to the same item in monday.com, but as a new asset — monday.com's API doesn't support versions.

What happens if I delete the trigger in monday.com (Monday to Bynder)?
The integration disconnects. Re-add the trigger in monday.com and reconfigure the integration to restore the sync.

How long does syncing take?
Around 5 minutes in either direction.

What will happen to this integration if I delete the synced trigger in monday.com?

Deleting the synced trigger in monday.com will disconnect the integration. To fix this you will need to re-add the trigger in monday.com and then edit the integration to reconfigure the trigger.

Is there a size limit for the file attachments?

Monday does have a limitation of 500MB for file attachments in a Monday board

Related Articles

monday.com Website

monday.com API Retrieval

Level: Proficient

Proficient-level articles are for users who have some prior Bynder knowledge. These articles require you to know the basics and may also require higher-level portal rights to accomplish the task outlined within the article. 

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