-
Notifications
You must be signed in to change notification settings - Fork 17
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
- Loading branch information
Showing
4 changed files
with
468 additions
and
1 deletion.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,70 @@ | ||
| # KoboToolbox Integration on monday.com | ||
|
|
||
| The KoboToolbox Integration allows users to easily synchronize their project data from a KoboToolbox project to a monday.com board. | ||
| In just a few steps you can set up the integration to automatically copy data submissions received in KoboToolbox to any of your monday.com boards. This integration significantly reduces the manual work involved in copy-pasting project data between the two platforms. | ||
|
|
||
| ## Features | ||
| - Simplified process of connecting KoboToolbox projects with monday.com boards | ||
| - Easy mapping of monday.com fields to KoboToolbox questions using any label language defined in the form | ||
| - Real-time synchronization of newly created submissions to create new items | ||
|
|
||
| ## Installation & First Use | ||
|
|
||
| ### Prerequisites | ||
| 1. Create an account on KoboToolbox if you don't have one yet. Use this [guidance](https://support.kobotoolbox.org/creating_account.html) to set up your free account. | ||
| 2. Prepare a monday.com board mirroring the structure of your KoboToolbox project so that all fields from your KoboToolbox project are represented on a monday.com board. | ||
| 3. During the application setup of the integration, there is a need to authenticate access to your account by providing your KoboToolbox API token. To get your API token, use any of the methods described [here](https://support.kobotoolbox.org/api.html?highlight=api%20token). | ||
|
|
||
| ### Installation | ||
| 1. Install the KoboToolbox integration from [monday.com apps marketplace](https://monday.com/marketplace). | ||
| 2. Once installed, go to your previously prepared board to set up the integration. | ||
|
|
||
| ### First-time Use | ||
| 1. Go to the integration menu on the top right. | ||
|  | ||
| 2. Find KoboToolbox in the Integrations Center. | ||
|  | ||
| 3. Click on the integration and choose the included recipe. | ||
|  | ||
| 4. For recipe configuration, set up the following parameters | ||
| 1. Select the appropriate server | ||
| 2. Provide your API key prepared earlier | ||
| 3. Choose the appropriate KoboToolbox project from the dropdown. Only deployed projects are available for selection | ||
| 4. Choose the label language from the dropdown. If your form contains more than one language, select the one that should be used to map questions to columns. The selected language will only be displayed to map KoboToolbox questions with monday.com columns. The data displayed in the monday.com board will always use the underlying XML data structure instead of translated Select One or Select Multiple labels. | ||
| 5. Click "Item" to set up the mapping of questions to columns . | ||
|  | ||
| 5. Once you are done with the recipe configuration, click the "Add to Board" button. | ||
|  | ||
| 6. Now that you have the integration in place, there is a last step to configure REST Server on the KoboToolbox side. This is required to tell your KoboToolbox project to automatically forward data to monday.com. To do that, execute the following steps: | ||
| 1. Copy the integration link from the notification message sent to you on successful integration setup. The same link is added to the board description, so you can get it from there as well.\ | ||
|  | ||
| 2. Log into your KoboToolbox account | ||
| 3. Go to the appropriate project. Then open the Settings tab, chooseREST Services, and click on 'Register a new service' button\ | ||
|  | ||
| 4. Enter "monday.com integration" as the Service Name and paste the previously copied integration link in the "Endpoint URL" field. | ||
| 5. In the "Custom HTTP Headers" section, insert the value "webhook-auth" in the "Name" field and put your Kobo API token in the "Value" field.\ | ||
|  | ||
| 6. Click the 'Create' button. | ||
| 7. That's all! Now each new submission to the KoboToolbox project will be automatically be added to your monday.com board according to your recipe configuration.\ | ||
|  | ||
| Note: Any updates made to a form or individual submission in KoboToolbox project which is already sent to monday.com board will not be automatically synced at this point. Such changes like removing or renaming a question, changing group hierarchy, changing a group to a repeat group, or editing labels in the KoboToolbox form will not affect the items on monday.com board. | ||
|
|
||
| ## FAQ | ||
| **What is the REST Service?** | ||
| More information about REST Services could be found in the following [guidance](https://support.kobotoolbox.org/rest_services.html). | ||
| **What is the dynamic fields mapping?** | ||
| Dynamic fields mapping is a pairing of fields represented on the monday.com board with the appropriate questions from the KoboToolbox project. | ||
| **What happens if I change my data in the Kobo account?** | ||
| Any updates made to a form or individual submission in KoboToolbox project which is already sent to monday.com board will not be automatically synced at this point. | ||
| **What happens if I change my data on the monday.com board?** | ||
| Changes made to data represented on the monday.com board will not be reflected in the KoboToolbox project. | ||
| **What happens if I need to later change the language?** | ||
| Language selection affects only the dynamic fields mapping view on integration recipe configuration step. Board data will not be translated. | ||
| **What happens if I delete the board on Kobo?** | ||
| If a project is deleted in Kobo, the integration would not run until the integration recipe is updated with a new project. | ||
| **How do multiple select questions on Kobo transfer to monday?** | ||
| For multi select questions a column with Dropdown type should be used on monday.com board to have all selected options correctly transferred to the board. | ||
| **How do single select questions on Kobo transfer to monday?** | ||
| For single select questions columns with Dropdown or Text types can be used to have the selected option correctly transferred to the board. | ||
| **What column types from Kobo shift to what column types from monday?** | ||
| All column types except File and External XML are supported by monday.com. If you can't find the appropriate column type on monday.com board, use a column with Text type. For the Area Kobo column type, it's better to use the Text column on monday side despite the fact that there is Location column type for this matter. |
Oops, something went wrong.