Hi! I am trying to create an automation through Make to download files from Files column on Monday.com and upload them to a specified SharePoint folder. Any idea how I can export all files on a particular board rather than just a single file with Asset ID.
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Yes looking for this too!
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Have you found a solution?
Has anyone found an option for this yet?
Hi @mbakhishov ,
Did you find a solution for this? If not, we would be happy to assist you with the same. Because we have expertise in the Monday APIs, you can simply contact us at sales@constacloud.com where we can discuss it in detail and schedule a call.
Thanks & Regards
Tehziba
I’m not sure how to do this with Make, but I know it’s possible with Microsoft Power Automate, which is similar to Make. Sometimes companies have licenses to Power Automate, so I thought I would mention it, even though I know you originally asked about Make.
First, you need to add the Microsoft Power Automate app from the monday.com marketplace. Setup instructions can be found here: Getting Started | Plugin Genie.
Then, to create the automation flow to transfer files from monday.com items to a SharePoint folder, you can follow the tutorial here: Getting Item Files | Plugin Genie.
If you or anyone else on this thread has any questions, feel free to reach out to me directly via oalbrecht@plugingenie.com. I work for the company that created the Power Automate integration. I’ve helped other companies set up this exact flow and I would be happy to help you as well.
Hey Mahammad,
We can create a custom scenario in Make that loops through all the files on a specified board. This way, we can ensure that every file is transferred without needing individual Asset IDs. Set up the scenario to trigger when a new item is added to the board or at a scheduled interval. Use the “List Items” module to retrieve all items from the specified board. For each item, extract the file URLs from the Files column and use the “HTTP - Get a File” module to download them. Use the “Upload File” module in SharePoint to upload the downloaded files to the specified folder.
Hi @mbakhishov @Rach12 @ericacollantes @sachinkarma
We’ve built something like this into our latest release of Microsoft 365 Office Embedded, which was released this week.
It’s a quick button click in a board view to export all the files hosted on monday.com into SharePoint / Microsoft 365.
Here’s a quick demo video:
Hi David, for my clarity. Would this remove the files from Monday.com column too or just move copies to SharePoint?
Right now, it leaves them there. We don’t like to be destructive.
Thank you David! Could you tell me how the mapping to SharePoint goes? Can it only point to one target location?
you can add as many of those board views that connect to SharePoint as you like. They just appear as a new tab. Then configure each to point to a new place in SharePoint.
Thank you David. How we have it set up now, this would not make sense for our environment as we have a line item connecting to a specific folder in SP. That would mean all our line items would need a view. The alternative is adding it to a main SP library then moving it to a different folder, which actually adds a step for us. I appreciate the information!!
Hi @Rach12 , thats fine. We also have an item view that works exactly as you described, but will only import files from the files columns within the item view.
We can automate the entire process of creating folders in Sharepoint on item creation and configuring the item view.
Please check out the videos for the following automations:
Today, we’ve also just released our templated document generation which is essentially “mail merge” for monday.com and SharePoint.
Hi David, this would work well for the intake purposes. From the embedded view in monday can we pull the folder link from sharepoint there?
Thanks for this
It very useful
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@Rach12 I’m sorry, I don’t quite understand the question.
Happy to talk sometime though. Here’s my availability:
@dvdsmpsn Hi David, my creative team and I just finished a demo with you. Here are two examples of our workflow that may help with what we’re asking.
For example, when a status changes to “Client Review Round 1/2/3/,” we need the file that’s uploaded to the File column to use an automation that will move it to the designated SharePoint folder.
Project 1 is ready for Client Review Round 1, so does your app have an automation that will move the file associated with the Client Review Round 1 status to the Round 1 Review folder in SharePoint?
