I have lots of historical activities from an old CRM that I would like to import into Monday’s Email & Activities app. How should I go about importing these activities?
Normally I would use an API to solve a problem like this. It looks like Email & Activities doesn’t have a documented API, though. There is an open feature request for this.
It does have an undocumented API of sorts. When I use the Email & Activities app in a browser, I can inspect my outgoing HTTP requests, and I can make similar requests in code. This API is a little awkward to use (it needs a couple of temporary tokens that I have to grab from my browser session on monday.com), but I feel like it would “work”.
My main concern is that this API is undocumented and unsupported, and so it’s likely to change in the future without notice. However, I can’t think of another solution. There is too much data to import manually.
Thank you for the link to the API information. I used make.com for transferring data from my old crm system to monday. Unfortunately, make.com doesn’t have any preconfigured building blocks to add activities, and I am reluctant to teach myself, how to craft a GraphQL Query, because I fear this will use a lot of my time.
Is there any other platform or app implementing this feature already?
Is somebody in the forum willing to help me build the make GraphQL Query Block needed to add activities (activity type, content, start date and end date). I am happy to pay for an online session with an expert.
Hi Rachel,
I’ve been waiting for this literally for years! If you manually create an E&A timeline item for an existing email conversation on a contact (i.e. one that was started before that contact was in Monday.com and thus was never logged automatically by E&A app/item view), will Monday then track subsequent replies to the conversation?
In other words, can this be used to retroactively import an existing gmail conversation with a contact into Monday, so that future replies to or from that same thread get synced to the Monday item?
Hey @rachelatmonday
Thanks for your help.
I was able to program my own make.com Block to add an activity to an item and so all the update of the contact items could be moved to the “Email and Activities” section.
Cheers,
Amarin
Be aware, Activities do have some disadvantages over Updates.
Up until now, there is no search function for Activities
ProBackup does not Backup them properly (as far as I know)
API-Activities can only have the standard activity type
API-Activites can not be edited
only the API-Activiy creator can delete the Activity in monday
I am hopeful that the development team will add more feature to the emails & activities section, because it is much more convenient to write notes and be able to see all emails, calendar entries and other widget at the same time. Especially helpful is that all the activities of the connected items are also visible.
Thank you for this information, it’s extremely helpful! In our particular case we have an old CRM we are migrating from which unfortunately does not have its own API. We are able to export a CSV of activities however. In your opinion based on the knowledge you’ve gained using make.com, do you think it would be possible to somehow set up a scenario to parse through that export and use a connecting ID to insert custom activities with the new Monday API? Thanks for your insight on this!
I know it is possible, because I migrated our CRM Tool with CSV files too. There are Modules in Make to read Excel Files from One drive or other data clouds and there is a Modul to search through specific fields of monday Items.
Or a more efficient way is, to export your monday items and than match them in Excel with your Activities using Excels functions. The Monday ID can be added as a column. If you are interested, I can send you some screenshots of may make scenario with the aim to migrate notes from Excel to Mondays updates next week.
I was able to use the Timeline API to create timeline items.
However it seems like whenever I click on the filter button on an item that has timeline activities that were created via the API - the emails and activities widget gives an error:
Anybody else run into this and was able to find a solution?
There is an open Support Ticket to this topic. The last Update I received is the following:
Perla Lertora (monday.com)
Sep 12, 2024, 2:18 AM GMT+2
Hi Amarin,
I just received an update that the team is working on identifying and resolving the underlying cause of this issue. While I don’t have an exact timeframe for the fix, the team calculated that it would be implemented in the upcoming month.
Thank you once again for your understanding and patience.
