Monday.com Board Sync Script

This project keeps two Monday.com boards in sync automatically.

It is built for a workflow where:

• The Main Board is where you and your team actually work (create/update items).
• A Duplicate Board is kept up to date as a "clean" copy for reporting, dashboards, or integrations.

The sync logic:

• Pulls all items from the Main Board (set via SOURCE_BOARD_ID environment variable).
• Reads a specific column that stores your own internal/client ID.
• Checks the Duplicate Board (set via DEST_BOARD_ID environment variable) for matching items via source_item_id.
• Creates new items in the Duplicate Board when they don't exist yet.
• Updates existing items when they already exist.
• Copies over all supported column types (status, people, dates, numbers, etc.).

The automation is designed so that:

• You can run it locally while developing/debugging.
• You can run it automatically on a schedule using GitHub Actions (100% free on a public repo).

If you just want to try it out, scroll to Setup Instructions. If you're curious about the internals and design decisions, see PROJECT.md.

Setup Instructions

Step 1: Get Your Monday.com API Token

1. Go to your Monday.com workspace
2. Click your profile picture → Admin → API
3. Generate a new API token (or use existing one)
4. Copy the token - you'll need it in Step 3

Step 2: Create GitHub Repository

1. Initialize git in this directory:

   cd /Users/squarecowmoovers/Documents/tbs
   git init
   git add .
   git commit -m "Initial commit: Monday.com sync script"

2. Create a new repository on GitHub:

   • Go to https://github.com/new
   • Name it (e.g., monday-board-sync)
   • Choose Private (recommended for security)
   • Don't initialize with README (we already have one)
   • Click Create repository

3. Push your code:

   git remote add origin https://github.com/YOUR_USERNAME/monday-board-sync.git
   git branch -M main
   git push -u origin main

Step 3: Configure GitHub Secrets

1. Go to your GitHub repository

2. Click Settings → Secrets and variables → Actions

3. Click New repository secret and add these secrets:

   Name	Value
   MONDAY_API_TOKEN	Your Monday.com API token from Step 1
   SOURCE_BOARD_ID	Your source board ID (from the board's URL)
   DEST_BOARD_ID	Your destination board ID (from the board's URL)
   CLIENT_ID_COLUMN	The column ID used as a unique client identifier

Step 4: Enable GitHub Actions

1. Go to your repository's Actions tab
2. If prompted, click I understand my workflows, go ahead and enable them
3. You should see the workflow "Daily Monday.com Board Sync"

Step 5: Test the Sync

Before waiting for the scheduled run, test it manually:

1. Go to Actions tab
2. Click Daily Monday.com Board Sync
3. Click Run workflow → Run workflow
4. Wait for it to complete (usually 30-60 seconds)
5. Check the logs to verify success
6. Verify your duplicate board has been updated

Schedule

The sync runs automatically at 2:00 AM UTC every day. To change the schedule:

1. Edit .github/workflows/daily_sync.yml
2. Modify the cron expression:

   schedule:
     - cron: '0 2 * * *'  # Minute Hour Day Month DayOfWeek

Examples:

• '0 2 * * *' - 2:00 AM UTC daily
• '0 14 * * *' - 2:00 PM UTC daily (9 AM EST)
• '0 6 * * 1-5' - 6:00 AM UTC, Monday-Friday only

Local Testing (Optional)

If you want to test locally before pushing to GitHub:

1. Install Python dependencies:

   pip install -r requirements.txt

2. Create .env file (copy from .env.example):

   cp .env.example .env

3. Edit .env and add your API token:

   MONDAY_API_TOKEN=your_actual_token_here
   

4. Run the script:

   python monday_sync.py

5. Check monday_sync.log for results

Monitoring

View Sync Logs

1. Go to Actions tab in GitHub
2. Click on any workflow run
3. Click sync job to see detailed logs
4. Download logs artifact for detailed analysis

What Gets Logged

• Number of items retrieved from each board
• Items created, updated, or skipped
• Any errors encountered
• Total sync statistics

Troubleshooting

"MONDAY_API_TOKEN environment variable not set"

• Make sure you added the secret in GitHub Settings → Secrets
• Secret names are case-sensitive

"API errors" or "403 Forbidden"

• Check your API token is valid
• Ensure the token has access to both boards
• Regenerate token if needed

Items not syncing

• Verify the column_id exists in your Main Board
• Check that items have a value in the column_id column
• Review logs for specific error messages

Workflow not running

• Check that GitHub Actions is enabled for your repository
• Verify the workflow file is in .github/workflows/ directory
• Check the Actions tab for any error messages

Cost

100% FREE ✅

• GitHub Actions provides 2,000 free minutes/month for private repos
• This script uses ~1 minute per run
• Running daily = 30 minutes/month (well within free tier)
• Public repos get unlimited free minutes

Column Types Supported

The script handles all Monday.com column types:

• ✅ Text
• ✅ Status
• ✅ Date
• ✅ People
• ✅ Numbers
• ✅ Email
• ✅ Phone
• ✅ Link
• ✅ Dropdown
• ✅ Checkbox
• ✅ Timeline
• ✅ Long Text

Security Notes

• Never commit your .env file (it's in .gitignore)
• Never commit your API token to git
• Use GitHub Secrets for all sensitive data
• Consider using a private repository

Support

If you encounter issues:

1. Check the logs in GitHub Actions
2. Review the monday_sync.log file
3. Verify your API token and board IDs
4. Ensure both boards have the same column structure

License

MIT License - feel free to modify and use as needed.