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Question

How to match order subitems in monday.com with items in Excel?

  • 29 September 2021
  • 5 replies
  • 444 views
A

Hi Guys,

 

I am using a Zap from Excel to Monday.com which pulls through the Rows in a table as items.

However, these are Purchase Orders and I would like Zapier to pull through the Purchase Order Lines as Subitems relating to the Purchase Order No (Name of the item on Monday).

 

For Example.

Order No: 1 (Item)

           Subitem Name: Pen

           Subitem Name: Pencil

 

The table in Excel contains all of this information. However, getting a Zap or Monday to match this and input it under the correct Item I cant work out.

 

Hope that makes sense...

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

jayeshkumarbhatia
Userlevel 6
Badge +6

Hi @AndrewGaff ,

 

I am still not clear with your problem. Can you share the screenshots of a few Google Sheet rows and expected output of these rows in Monday? 

A

Hi @jayeshkumarbhatia 

 

So basically, on the Monday screenshots are the examples: I want it to look like Example 1, but Zapier does it as example 2.

The Excel Screenshot shows the data in the table and i want the Product Codes to sit under the main item (Purchase Order Number) and for Zapier not to create multiple lines with the same order number.

Does that make sense?

2 Attachments
Troy Tessalone
Userlevel 7
Badge +14

Hi @AndrewGaff 

I don’t believe the Monday Zap app currently supports Subitems.

You can try using the Monday API to create Subitems: https://api.developer.monday.com/docs/subitems#create-a-subitem

App APIs can be used in Zaps with the Code app or Webhooks app.

Code: https://zapier.com/apps/code/help

Webhooks: https://zapier.com/apps/webhook/integrations#triggers-and-actions

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A

Hi @Troy Tessalone,

Thanks for looking into this for me.

I will have a play around with it and see what i can come up with.

It’s really a simple thing i need it to do, its just whether its built in!

 

Thanks,

Andrew 

Troy Tessalone
Userlevel 7
Badge +14

@AndrewGaff

If you need help consider hiring a Zapier Expert: https://zapier.com/experts

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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