Integrating with Monday CRM allows you to automatically sync your customers (both individuals and businesses) from Onro into Monday. Once the integration is enabled, any new or updated customer in the platform will be sent to monday.com in real time, removing the need for manual data entry and helping you keep your records up to date.
This is a one-way integration (Onro → monday.com), meaning data is only synced from Onro to Monday, not the other way around.
What gets synced
Each synced record includes a unique “Onro ID” reference, which is used to keep data consistent between systems and prevent duplicate entries.
Individuals
Individual customers get synced as Contact records, with their name, email, and phone number data included.
Businesses
Business customers are synced as Account records, including the company name and address, with a linked Contact created for the contact person.
How records are matched and updated
When a customer is synced, the system first checks if a matching record already exists using the unique reference ID, email, or phone number. If a match is found, the existing record is updated; otherwise, a new record is created.
Existing phone numbers are kept unchanged.
Where data is stored in Monday
If your monday.com account already uses the monday CRM Contacts and Accounts boards, records get synced directly into them.
If you don't have those boards, we automatically create Onro Contacts and Onro Accounts boards for you to store the records in them.
Contacts and Accounts are automatically linked so you can easily navigate between a company and its contact.
How to connect Monday with Onro
Before you start
Make sure you have:
An active Onro account with admin access.
A monday.com account with permission to install apps and edit boards.
Step 1: Access the integration settings
To set up the connection with Monday, follow the path below to access the integration settings:
Admin Center → Settings → Integrations → CRM.
From the CRMs options list, find Monday and click on it.
Step 2: Authorize connection with Monday
On the monday.com integration page, click the Connect button.
You will be redirected to monday.com’s authorization page. Review the requested permissions and click Authorize.
Once completed, you will be redirected back to Onro, and the integration status will change to Connected.
A customer named 'Monday Integration' will be created automatically. Please do not modify or delete this customer.
Step 3: Verify the connection
Open your Monday panel and go to your Contacts/Accounts boards (or the Onro boards if they were created automatically)
Create a new customer in Onro
Confirm that the record is created in Monday
Then update that customer’s details in Onro and confirm that the changes are reflected in Monday as well.
Disconnecting
You can disconnect the integration at any time by going to the following path:
Admin Center → Settings → Integrations → CRM → Monday
Simply click on Disconnect to terminate the connection.
Troubleshooting
Records not appearing in Monday
Make sure the integration status is “Connected” in Onro
Check that your Monday user account has permission to edit the relevant boards
Duplicate records
Make sure the customers are not being imported manually into the same boards.
Reconnecting the integration
You can disconnect and reconnect anytime, but existing boards will be reused and will not be recreated
Need more help? Feel free to reach out to us at [email protected]