Troubleshooting Your Monday Integration

Having trouble integrating Referral Factory with your Monday account? Try these troubleshooting tips.

In this guide 👇

1. Connection Problems
2. Problems Sending Referred Users (The Person Invited) to Monday 
3. Problems Sending Direct Users (The Person Referring) to Monday 
4. Problems Where Monday Columns Are Unavailable For Selection in Referral Factory
5. Qualification Problems 
6. Problems Syncing Your Monday Contacts

---

 

1. Connection Problems

🤔 Problem: You cannot connect your Monday account with Referral Factory because the integrations settings are greyed out, or you get a permissions error, or the connection fails

→ If you are a teammate, make sure you have the correct permissions to connect your Monday integration. If you don’t have the required permissions, the main account holder will need to update them for you. Learn more.

→ If you are the main account holder or a teammate with the required permissions inside Referral Factory, check that you are logged into your Monday account and have the required permissions inside Monday to connect an integration. 

→ Make sure you have installed the Referral Factory app on Monday, which you can do via this link.

---

 

2. Problems Sending Referred Users (The Person Invited) to Monday 

 

🤔 Problem: No referred users (the Person Invited) are being sent to Monday

→ Double check that you have mapped the following fields:

• {First Name} in Referral Factory to {Name} in Monday
• {Email} in Referral Factory to {Email} in Monday

These are required fields and must be selected for the item to be created in Monday. 

→ Please double check that you are consulting the correct Monday board.

 

🤔 Problem: Some but not all referred users (the Person Invited) are being sent into Monday

→ Verify if the user is already part of your referral campaign by searching from the Users tab in Referral Factory. If the user joined the campaign before the settings to send direct users were set up, an item will not be generated in Monday. Essentially, the function does not work retroactively.

→ Verify if the item already exists in Monday and check your settings in Referral Factory for how to handle duplicate users. Please also ensure that you have checked correct Monday board.

→ Check whether any of the Monday fields you mapped to Referral Factory during your setup have a restricted character length or data validation rules that might prevent data from being sent.

 

🤔 Problem: Referred users (the Person Invited) are being sent into Monday but one or more fields are not being updated

→ Check whether any of the Monday fields you mapped to Referral Factory during your setup have a restricted character length or data validation rules that might prevent data from being sent.

 

🤔 Problem: Referred users (the Person Invited) are not updating in Monday

→ Make sure you have chosen the option to update contacts under the section "How To Handle Duplicate Users" in your Monday integration setup. Whatever fields you have mapped in the integration step will be updated for the item inside Monday. Keep in mind that enabling this setting may result in existing Monday data being overwritten.

---

 

3. Problems Sending Direct Users (The Person Referring) to Monday 

🤔 Problem: No direct users (the Person Referring) are being sent into Monday

→ Double check that you have mapped the following fields:

• {Referrer First Name} in Referral Factory to {Name} in Monday
• {Referrer Email} in Referral Factory to {Email} in Monday

These are required fields and must be selected for the item to be created in Monday.

→ Please double check that you are consulting the correct Monday board. 

🤔 Problem: Some but not all direct users (the Person Referring) are being sent into Monday 

→ Verify if the user is already part of your campaign by searching from the Users tab in Referral Factory. If the user joined the campaign before the settings to send direct users were set up, an item will not be generated in Monday. Essentially, the function does not work retroactively.

→ Verify if the item already exists in Monday and check your settings in Referral Factory for how to handle duplicate users. 

→ Check whether any of the Monday fields you mapped to Referral Factory during your setup have a restricted character length or data validation rules that might prevent data from being sent.

🤔 Problem: Direct users (the Person Referring) are being sent into Monday but one or more fields are not being updated

→ Check whether any of the Monday fields you mapped to Referral Factory during your setup have a restricted character length or data validation rules that might prevent data from being sent.

🤔 Problem: Direct users (the Person Referring) are not updating in Monday

→ Make sure you have chosen the option to update items under the section "How To Handle Duplicate Users" in your Monday integration setup. Whatever fields you have mapped in the integration step will be updated for the item inside Monday. Keep in mind that enabling this setting may result in existing Monday contact data being overwritten.

---

 

4. Problems Where Monday Columns Are Unavailable For Selection in Referral Factory

🤔 Problem: A custom or default Monday column is not showing in Referral Factory 

→ Click the yellow refresh option in the top right hand corner of your screen.

→ Check if the column you are trying to map exists in the relevant board.

→ Check if you have selected a CRM field for any pages in the campaign builder. If you have chosen to use a CRM field, then Referral Factory will automatically map the field to Monday. Should you wish to map the field differently, rather use an input field or select field and map the field manually.

→ Check whether the column has already been mapped to another field. It is not possible to map a Monday column to multiple Referral Factory fields. 

→ Try disconnecting your Monday integration and clearing your cache. After doing so, reconnect and attempt again to see if the column appears in the available options.

🤔 Problem: The column you have created to store users' referral links is not available for selection

→ Click the yellow refresh option in the top right hand corner of your screen.

→ If you are running multiple campaigns, remember to create a separate column for each campaign's referral link. For example, if you have three separate campaigns, say a referral program, an affiliate program, and an influencer program, then you could create three columns in Monday:

{Referral Link}
{Affiliate Link}
{Influencer Link}

---

 

5. Qualification Problems  

🤔 Problem: The referred user (person invited) has converted in Monday but the referral is not being qualified in Referral Factory

→ Please note that qualification can happen at a delay of up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time and your qualification could be in the queue.

→ Double check that you have completed the qualification settings in the integration tab of the campaign builder. There are multiple options so please consult the details carefully. 

→ Please note that you can only qualify referred users (the person invited). 

---

 

6. Problems Syncing Your Monday Leads/ Contacts

🤔 Problem: You cannot find a Monday campaign to sync

→ Click the yellow refresh option in the top right hand corner of your screen.

→ If you have many boards in Monday, keep scrolling to the bottom of the list options in Referral Factory multiple times. Note that only 100 boards load at once, so scrolling down will load more boards for selection.

→ Try disconnecting your Monday integration and clearing your cache. After doing so, reconnect and attempt again to see if the board appears in the available options.

→ Check that you've spelled the name of the board correctly.

🤔 Problem: You've configured the sync but only some or no users have been added in Referral Factory

→ Wait up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time. Your sync is probably in the queue and changes will reflect within 12 hours, depending on the number of contacts you have chosen to sync.

→ Check whether the sync will exceed your user limit in Referral Factory. 

→ Ensure that the information for your Monday items are filled out under the columns you mapped to Referral Factory during the setup of your sync, including {First Name}, {Email}, and any other columns you mapped. If any one of these fields is blank in Monday, it could result in the item not being synced.

→ Check whether the items you synced already exist as users in Referral Factory. 

🤔 Problem: You've configured the sync and users have been added to Referral Factory but no referral links have populated in Monday

→ Wait up to 12 hours. Referral Factory is busy syncing thousands of data points at any given time. Your sync is probably in the queue and changes will reflect within 12 hours, depending on the number of contacts you have chosen to sync.

→ Check that the Monday column you created to store the referral link is a single line text field type and that there are no character limits or validation rules that might prevent the data from syncing correctly.