YouTrack InCloud 2021.4 Help

Import from monday.com

The new option to import data 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 can use an option to edit a client import script in YouTrack itself directly.

Import Details

If the monday.com database contains references to entities that do not already exist in YouTrack, they are created. The YouTrack user account you use to run the import should have 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

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 a personal API token in monday.com, please follow the instructions in the monday.com documentation.

The API token in monday.com

Configure Import from monday.com in YouTrack

The setup wizard guides you through the setup process.

To configure import from monday.com:

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

  2. Click New import to open the setup dialog.

    New import dialog
  3. Select monday.com.

  4. Configure the import settings:

    monday.com import 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.

    When done, click Next.

  5. Review the settings that you have provided.

    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.

    Confirm settings and start import
  6. When done, click Start import.

    • YouTrack will create a project of the same name as the target board in monday.com and import found items, comments, and users.

      If you have configured a project mapping, YouTrack will create new projects and import data to the existing ones according to the mapping.

    • 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 and details on the data that was imported. 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 Next to 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.

Last modified: 03 November 2021