EasySend App Configuration

Article Overview

The following article describes how to configure your monday workspace after installing EasySend's app from monday's marketplace.

EasySend App Configuration

The following sections describe how to configure the EasySend app on monday, after installation. 

Step 1: Add EasySend View

(See Figure 1 to Figure 4)

To add the EasySend view after installation, perform the following steps:

Figure 1: Adding Views

1. Select a board and click an item (1).
2. Click the + (2).
3. Click Explore more views (3).

     Result:

     The Item Views Center appears:

Figure 2: Item Views Center

4. Search for easysend (4).
5. When the EasySend for monday.com appears, click Add to item (5).

    Result:

    The EasySend for monday.com view is added (6):

Figure 3: Added View

6. Click Autorize (7).

    Result:

    The view is authorized:

Figure 4: Authorized View

Step 2: Applying EasySend Credentials 

(See Figure 5 to Figure 8)

To apply EasySend credentials, perform the following steps:

Figure 5: Settings

1. Access your resources (source, workspace, board) and click an item. 
2. Click Settings (1). 

     Result:

     The following window appears:

Figure 6: Configuration 1 of 3

3. Enter your EasySend API Key (2).
4. Enter your Platform's player URL (3).
5. Enter your Customer ID (4).
6. Click Apply Changes (5).

    Result:

    The following message appears (6):

Figure 7: Configuration 2 of 3

7. Wait for the integration process to complete.

    Result:

        The following message appears (7):

Figure 8: Configuration 3 of 3

NOTE

If the following message appears, please contact our support.

NOTE

Please note that the EasySend app will not be available for Viewer-type accounts. To upgrade your account, please contact your monday.com administrator.