Before you start
You must be an administrator of your Ubic workspace. Use a monday account that can read the boards you want to import and edit the relevant qualification columns and notes.
Connect your account
Open Settings > Integrations and find monday CRM.
If Connect monday is available, select it, choose your monday account and approve the displayed permissions.
Back in Ubic, check that monday appears connected.
If you only see Connect with an API token, enter your monday API token and connect. Existing API connections keep working.
If you choose Replace the API token with OAuth, authorize the same monday account as your current token. Your lists and field mappings are preserved. Cancelling authorization leaves your current connection unchanged.
Import a board and prepare your calls
Create a prospect list, choose monday as its source and select an accessible board. Map the identity and phone columns, then the qualification fields your team needs. Run the import before starting your calls. Qualifications are only written to compatible, configured columns. Notes are added to the relevant item’s updates. Changes made directly in monday appear after reloading the list in Ubic, rather than in real time.
Renew or remove access
If Ubic shows Reconnection required, select Reconnect monday and authorize the same account. Your lists and mappings are preserved. If the button is unavailable, contact Ubic support.
Disconnect monday removes the connection from the current Ubic workspace. Your lists and mappings remain, but monday imports and writes require a connection. If disconnection does not finish, reload the settings and try again.