YouTrack Cloud 2022.3 Help

Import from monday.com

The import from monday.com lets you migrate boards, groups, items, users and other data from monday.com to YouTrack.

A setup wizard navigates you through the import configuration process. It prompts you to enter the connection settings and lets you map projects in YouTrack to boards in monday.com. If your monday.com instance has a custom set of fields for items, you edit the import script in YouTrack directly.

Import Details

If the monday.com database contains references to entities that do not exist in YouTrack yet, they are created. The YouTrack user account you use to run the import should have enough permissions to create all imported entities. We recommend using an account with a System Admin role or the Low-level Admin Write permission to run the import.

Imported Entities

Here is the list of entities that are imported from monday.com and their mapping to YouTrack entities:

Entity in monday.com

Entity in YouTrack

Board

Project

Group

Parent issue to the items of this group

Item

Subtask of the group issue

Item updates

Comments

Attachments

Attachments

Item activity log

Issue history

Item dependencies

Issue links of the Depend type

Subitems

Subtasks

Tags

Tags

Item subscribers

Issue watchers

Board columns

Custom fields

Users

Users

Teams

Groups

Import Limitations

YouTrack imports some entities partially or doesn't import at all. The following import limitations are in place:

Entity in monday.com

Details

Boards

  • Boards are imported as projects to YouTrack. YouTrack doesn't create any Agile boards from the boards in monday.com.

  • YouTrack can only import up to 500 boards and up to 1000 events from one board.

Dashboard, chart, Gantt, calendar, workload, timeline views

YouTrack doesn't import any dashboard views or other item presentations from monday.com.

Board columns

YouTrack imports only the board columns of the following types:

  • numeric

  • link

  • date

  • timerange

  • duration

  • file

  • tag

  • phone

  • timezone

  • country

  • text

  • email

  • long-text

  • color

  • dropdown

  • votes

  • multiple-person

Set up an Import from monday.com

Before you add a new import configuration, you need to create an API token that will grant access to your monday.com instance. Then you can use the token for authorization when setting up the import in YouTrack.

Create an API Token in monday.com

To set up an import of items from monday.com, first, you need to create a personal API token for your monday.com instance.

To create an API token in monday.com:

  1. Log in to monday.com with an account that is granted administrative permissions.

  2. Click your avatar in the lower-left corner.

  3. Navigate to the Admin > API page.

  4. Click Generate.

    • The API Key is added to the list.

    The API token in monday.com

For more details on creating an API token in monday.com, refer to the monday.com documentation.

Configure an Import from monday.com in YouTrack

The setup wizard guides you through the setup process.

To configure an import from monday.com:

  1. From the Administration menu, select Integrations > Imports.

  2. Click the New import button to open the setup dialog.

    New import dialog
  3. Select monday.com.

    • Settings for a New Import from monday.com are displayed.

    monday.com import settings
  4. Enter values for the following settings:

    Setting

    Description

    monday.com URL

    The URL of your monday.com instance.

    Token

    The API token that you have generated in your monday.com instance to access the target items.

  5. Click the Next button.

    • The second set of import settings is displayed.

    Confirm settings and start import
  6. Expand the Manage import for optional datasets section. Here you can configure the import engine to ignore certain parts of the source database during import.

    Setting

    Description

    Issue history

    Disable this toggle to ignore historical changes of issues during import.

    Issue links

    Disable this toggle to ignore links between issues during import.

    By default, these toggles are enabled. This means that YouTrack will pull historical changes and issue links from the import source if the import script supports it.

  7. Select the monday.com boards and the target YouTrack projects for the import. For more details about the project mapping configuration, see Project Mapping.

    Optionally, enable the Continuous import. When enabled, YouTrack will periodically poll the items in the selected monday.com board and import updates made since the last sync.

  8. Click the Start import button.

    • YouTrack creates new projects and imports data to the existing ones according to the configured project mapping.

    • YouTrack imports items, comments, and users from the selected monday.com boards to the target YouTrack projects.

    • If the Continuous import option is enabled, YouTrack will periodically check target monday.com boards for updated and new items.

When you have set up an import, it appears in the imports list. To view configuration and import details, select the import configuration from the list.

Import results

In the details sidebar, YouTrack shows import status, the date and time of the last import, and details on the data that was imported. If there are any problems encountered during import, the error messages are displayed here.

Click the Resume button in the toolbar to explicitly start polling for changes and importing updates from the target monday.com board.

You can also download the import log file to study and investigate when needed.

Project Mapping

On the final step of the import setup, you can select those boards you want to import to YouTrack. You can also choose whether to create a new project for the import or import data into an existing project in YouTrack.

Project Mapping

To configure project mapping:

  1. Locate those monday.com boards that you want to import.

    Use the filter bar on the right to filter monday.com boards by name.

  2. Select the boards that you want to import. Check the box on the top of the list to import all available monday.com boards.

  3. Select a target YouTrack project for each monday.com board.

    • When loading the list of monday.com boards for mapping, YouTrack checks for existing YouTrack projects with corresponding names. If it finds a YouTrack project with the same name as the monday.com board, YouTrack suggests it as the target project.

    • If there is no existing YouTrack project with the corresponding name, YouTrack suggests creating a new one.

  4. If you want to change a target project, select another option from the corresponding dropdown on the list.

  5. Click Start import to finalize import setup and start import.

    • Import starts.

Import Options

After the initial import, the following controls are available in the sidebar:

Import Options

Control

Description

Resume

Immediately imports any changes made in the selected monday.com boards after the previous import.

Edit

Opens the integration settings page in edit mode. Use this option to connect to a different monday.com instance, update the login credentials, or update project mapping.

Delete

Deletes the current import settings. Projects, issues, comments, users, and groups that were imported from the connected monday.com instance are not affected. If you delete the import settings and connect to the same monday.com instance, the items are re-imported into existing projects with new issue IDs.

Download import log

Downloads the import log. Use this option to view and investigate errors that occurred during import.

Last modified: 29 November 2022