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The GitHub Integration

 

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This feature is available on:
This feature is available only on monday dev 

 

 

Hey developers! We understand how crucial it is to have a robust integration between your source code tool and monday.com, so we want to present to you the GitHub Integration.

This one-time installation integration with GitHub offers more flexibility and more powerful recipes so that your team can have a seamless software development flow, from planning and tracking sprints on monday.com to executing the perfect code on GitHub!

The new integration is an account-level-permission integration. Once the integration is pre-installed in just a few steps, any developer on your team can create new recipes. How easy is that? 

 

Important notes

In order for the GitHub integration to sync successfully, you will first need to install the monday.com application on GitHub. You'll also need to be an Admin of your monday.com account and have Admin permission on the GitHub organization to install the application.

 

Note:  While you can have any type of license in GitHub to integrate, this integration will only be available on our Standard, Pro, and Enterprise plans. 
To start, go to github.com/apps/monday-com-github, and install the monday.com app in GitHub:

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You'll be asked to choose an organization on your account:

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You'll then be asked to authorize monday.com on your GitHub account:

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Once this is installed, users can add new GitHub recipes and will automatically be authenticated with your GitHub account.

 

Click here to learn what these permissions mean

It’s important to note that monday.com only accesses the necessary data, such as names and locations of your data, to ensure functionality. These permissions include:

  • Access to your code - Specific to the TODO recipe, monday.com reads the changes on the PR, without saving the code, in order to connect it to your monday item. 
  • Issues - monday.com needs to access information regarding issues in order to trigger the relevant monday automation
  • Metadata - monday.com needs access to a collection of read-only endpoints with metadata in order to trigger the relevant monday automation. These endpoints do not provide sensitive, private repository information.
  • Pull requests - monday.com needs to read changes in the PR, as well as access writing permissions regarding pull requests, in order to trigger the relevant monday automation and monday two-way sync recipes

 

Add it to your workflow 

To add the new GitHub integration recipes to your desired board, you can go to that board and click on "Integrate" in the upper right corner:integrate.png

Once you're in the Integrations Center, search for "GitHub" in the search bar:

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Note:  Our "old" GitHub integration will still be in the Integrations Center, so you'll need to scroll past that one and click on "GitHub (New Integration)" under the Apps section instead.

 

Click on the "GitHub (New Integration)" banner and you will find the recipes our integration offers:

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Then you can simply select the recipes you want to add to your board.

 

The integration recipes supported by monday.com are:
  • When an issue is labeled with something in this repository, create an item
  • When a pull request is merged in these repositories, and item id is mentioned in it, change status to something
  • When an issue is created in these repositories, create an item
  • When a pull request is created in these repositories, and item id is mentioned in it, change status to something
  • When a pull request is created in these repositories, and item id is mentioned in it, add pull request link to link column
  • When a branch is created in these repositories, create an item
  • When an issue status changes to something in these repositories, and item id is mentioned in it, set status to something
  • When github user pushes a TODO comment to these repositories, create an item
  • When an issue is created in these repositories, and item id is mentioned in it, add link to this link column
  • When a pull request status changes to something in these repositories, and item id is mentioned in it, set status to something
  • When an issue is labeled with something in this repository, and item id is mentioned in it, set status to something
  • When a pull request status changes to something in these repositories, and item id is mentioned in it, create an update
  • When a pull request is labeled with something in this repository, and item id is mentioned in it, set status to something
  • When an issue is created in these repositories, create an item and sync future changes
  • When an issue is created with these labels in this repository, create an item and sync future changes
  • When a pull request is created or updated in these repositories, create an item and sync future changes
  • when an item is created or updated, create in issue in this repository,with these fields and sync future

 

Tip: With the new GitHub integration recipes, you can select multiple GitHub repositories in one recipe. No need to create multiple integration recipes for each repository! 🥳

 

Create a two-way sync

A two-way sync occurs when data is being both pushed from monday.com into GitHub and pulled from GitHub into monday.com. This makes it so that your data matches within both platforms and remains up-to-date.

The nature of this recipe allows you to choose the direction of your sync in order to create a two-way sync between GitHub and monday.com.

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Setting up the two-way sync

When you're mapping "these fields", you will select the field in GitHub, the field in monday.com, and the direction that you want the sync to occur. To create a two-way sync, select "both ways".

For example, using the GIF below, if you want to map your item's "Owner" column on monday.com to the "Assignee" field in GitHub, you will select those fields beneath the respective company's logo. Then, under the "Choose direction" dropdown, choose "both ways" to indicate that the information will travel in both directions.

GitHub Two-Way Sync.gif

 

What does the "item ID" mean in some of the recipes?

Great question! Some of the integration recipes need a "unique connection" between monday.com and GitHub in order to sync the two platforms, and the item ID serves as that unique number associated with the item.

 

Note: You must put a "#" symbol in front of the number in GitHub in order for the monday.com Item ID Column to recognize the connection. Ex: It must read "#376479" in GitHub, not "376479". 

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For example, let's take the integration recipe: "When a pull request is created in this repository, and item id is mentioned in the pull request name, change status to something." Once the pull request is created in GitHub, the system uses the item ID in monday.com to identify which item it needs to change.

Tip: You can click once on the Item ID column to easily copy the value automatically from your board.

 

Will the new integration work even if I don't install the application in GitHub?

No, the integration is not possible without the application being installed in GitHub.

 

Can I connect my monday.com account to multiple organizations in GitHub? 

Yes! You can connect your monday.com accounts to multiple GitHub organizations.

 

How can I un-sync GitHub from monday.com?

 Then, to uninstall the monday.com application from GitHub, you can go to your GitHub account > Settings > Applications and find monday.com. Scroll down to the "Danger zone" and click "Uninstall":

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What will happen to the old GitHub Integration?

At this time, you can still find and use the old GitHub integration in the Integrations Center, but it will eventually be phased out as we continue to take feedback from our awesome users (that's you!) and add functionality to the new integration.

 

Send our team your feedback directly here, and stay tuned for more exciting updates!

 

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly! 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.