2-Way Sync - Setup Guide

This guide walks you through setting up the Two-Way Sync feature for Outlook Calendar Integration Plus. This new feature allows you to configure bidirectional synchronization between your  monday.com  board and Outlook Calendar using a visual UI.


Before You Start

Make sure your board has the right columns for syncing:
Backhand Index Pointing Right  Board Setup Best Practices  — Required columns and recommended structure

Installing the App

Step 1: Find the App in the Marketplace

    Go to  monday.com  Marketplace
    Search for "Outlook Calendar Integration Plus"
    Click Install

Step 2: Set Installation Scope

Choose where the app will be available:
Option
Description
All Workspaces (Recommended)
Available across your entire  monday.com  account
Specific Workspaces
Restrict to selected workspaces only
Information Only admins can install apps and manage permissions.

Step 3: Add to Your Board

During installation, you'll be asked to select a board. After choosing a board:
    The board view with the sync UI will open automatically in your selected board
    You can start configuring your 2-way sync right away

Already have the app installed?

If the app is already downloaded or the board view didn't open automatically:
    Open the board where you want to sync calendar events
    Click the + button to add a new view
    Search for and select Outlook Calendar Integration Plus
    The sync configuration view will be added to your board



Authenticating with Microsoft

Step 1: Start Authentication

When you first add the app, you'll be prompted to connect your Microsoft account.
    Click Connect to Outlook
    You'll be redirected to Microsoft's login page

Step 2: Sign In to Microsoft

    Enter your Microsoft account credentials
    If you have multiple accounts, select the one with your Outlook Calendar

Step 3: Authorize Permissions

Review the permissions the app is requesting:
Permission
Why It's Needed
Read and write calendars
Create and update events in your calendar
Read your profile
Identify your account
Click Accept to grant access.


Configuring Your 2-Way Connection

Step 1: Select Your Calendar

After authentication, the sync configuration panel opens, choose which calendar to sync:
    Your calendars will be listed
    Select the specific calendar you want to use
Light Bulb Unlike the native  monday.com  integration, you can choose any calendar, not just your primary one.

Step 2: Choose Sync Direction

Select how data should flow between  monday.com  and Outlook:
Direction
Description
monday → Outlook
Changes or creations in  monday.com  create/update calendar events
Outlook → monday
Changes or event creations in Outlook create/update  monday.com  items
Two-way sync
Changes and creations sync in both directions


Step 3: Choose Items or Subitems

On the right side, select what you want to sync with Outlook:
Option
Description
Items
Sync parent-level items from your board
Subitems
Sync subitems instead of parent items


Step 4: Sync Deletions (Optional)

At the bottom, you'll see the option "Sync deletions"
Setting
Behavior
Check Mark Button Enabled
When an item or event is deleted on either side (or if you choose one side sync so only on the source side) , the corresponding record on the other platform is also deleted
White Large Square Disabled
Deletions are not synced — records remain on the other side
Warning Use with caution: Enabling this means deleting an Outlook event will also delete your  monday.com  item (and vice versa if 2 way enabled).


Setting Up Field Mapping

Field mapping determines how data translates between  monday.com  and Outlook.
Light Bulb For the best results, set up your board following our [Board Setup Best Practices] before configuring mapping.

How Field Mapping Works

In this step, you'll match each  monday.com  column to its corresponding Outlook event field.


How It Works

What you map is what you'll see in your calendar events.
For example:
  • Map your Date column → Event shows on that date
  • Map your Description column → Event body contains that text
  • Map your Location column → Event shows that location

Required Mappings

These fields must be mapped for sync to work:
monday.com Column
Outlook Event Field
Item Name
Event Title
Date
Event Date
Time (Hour)
Event Start Time
End Time or Duration
Event End Time

Example

Your monday.com
Your Outlook Event
Item: "Client Meeting"
Event Title: "Client Meeting"
Date: Jan 15
Event Date: Jan 15
Time: 10:00 AM
Starts at: 10:00 AM
Location: "Zoom"
Location: "Zoom"
Description: "Discuss Q1 goals"
Body: "Discuss Q1 goals"

Save & Done

Click Activate Sync — sync starts automatically!


Understanding Sync Behavior

How Incoming Data Works (Outlook → monday)

When changes occur in Outlook:
    New event created → Creates a new item in  monday.com 
    Event updated → Updates the linked item
    Event deleted → Updates item status (configurable)
Information Items are linked via an Integration Column that stores the connection between item and event.

How Outgoing Data Works (monday → Outlook)

When changes occur in  monday.com :
    Item created → Creates a new calendar event
    Mapped column changed → Updates the calendar event
    Item deleted → Event can be deleted (if configured)

Looking for Team Sync?

Interested in syncing multiple calendars of different  monday.com  users to the same board (spreading events by team member)?
Backhand Index Pointing Right Search for our Outlook Calendar Teams capabilities or contact us at