Setup

From install to your first synced workbook in about three minutes. No configuration files, no IT ticket for most teams.

What you need

• A monday.com account (any plan) where you can add views to a board.
• A Microsoft account with OneDrive or SharePoint — work/school (Microsoft 365) or personal.

Steps

1. Install the app from the monday.com marketplace (or your admin's share link).
2. Open a board you want in Excel → click + next to the view tabs → Apps → Excel Sync.
3. Connect monday.com — click the connect link in the view. A popup asks you to authorize the app for your account. One authorization covers every board on the account.
4. Connect Microsoft — same flow, second link. Sign in with the account whose OneDrive/SharePoint should hold the workbook. You can connect more than one Microsoft account later.
5. Pick your columns. The view lists the board's columns; check the ones you want in Excel. The item name is always included.
6. Create workbook & sync. The app creates a new .xlsx in OneDrive named after your board, writes every item into an Excel table, and shows the run result. Click Open ↗ to see it in Excel.

After the first sync

• Set a schedule so the workbook refreshes itself.
• Build your report in the same workbook: formulas, pivot tables, and charts that reference the synced table keep working across syncs.
• Importing a spreadsheet into a board instead? See Mapping for the Excel → board direction.

Working with IT-restricted Microsoft tenants

If your organization requires admin consent for new apps, your Microsoft sign-in will say approval is needed. Ask your Microsoft 365 admin to grant consent for Excel Sync; the permissions requested are limited to files the app creates or that you pick (see Security & data handling).