Pull from Monday → App
Import all items from the Trio Pipeline board. New items will be created as Projects; existing ones (matched by Monday item ID) will be updated.
Sync Master Employee List
Import employees from the Master Employee List board. Merges duplicates by name and syncs phone, email, California HIS, team, role, and installer onboarding status.
Push App → Monday
Individual project changes are pushed to Monday from the Project Detail page using the
Sync to Monday
button on each project.Fields synced: Customer Name · Market · Stage · Speed · Installer · Financer · System Size · PPW · Phone · Email · Contract Date