Use your own provider account and an existing database or board. If you need a new destination, create it in the provider first. Contacts and receipts need separate connections.
Existing destination
Connect monday.com
In BusyTrip settings, choose Connect monday.com.
Open screenshot at full size Authorize your account
Review the monday.com account and permissions before authorizing. The screenshot uses a staging app and test account.
Open screenshot at full size Choose your contacts board
Name the connection, choose Contacts, and select your board. Review the matched fields; your available fields depend on the board.
Open screenshot at full size Test, then finish
Run Test connection. It creates a sample and requests archiving. Finish after the test passes; check the board if cleanup is uncertain.
Open screenshot at full size Receipts use the same flow
Choose Receipts and your receipt board. Use a separate connection if you want both scan types.
Open screenshot at full size
Start from scratch
Create a board in monday
Workspace + > Board > Create board manually. Name it and choose the visibility you need; this test board is Private.
Open screenshot at full size Add the required columns
Add columns for the details you want to save. This receipt example uses Amount (Numbers), Currency (Text), Date, and Notes (Long text); the item name holds the vendor.
Open screenshot at full size Ready for receipts
Default Person and Status columns can stay unused. The example rows were archived, leaving an empty board.
Open screenshot at full size Connect monday.com in BusyTrip
Choose Connect monday.com and authorize the account containing this board.
Open screenshot at full size Review automatic matching
Choose Receipts and the new board. Vendor, Amount, Currency, Date, and Notes matched automatically.
Open screenshot at full size Test, then finish
Run Test connection, then Finish after it passes. Check the board if the temporary sample could not be cleaned up.
Open screenshot at full size
Before you finish
Review where each detail will be saved. Available fields depend on your destination’s schema; the counts in these examples are not limits. You can adjust the matched fields before testing.
Test the connection and finish only after it passes. The test creates a sample and requests cleanup; if cleanup is uncertain, check the destination before retrying. Provider audit or recovery copies may remain.
Only mapped fields and notes are delivered. Native Notion and monday.com destinations do not receive the original badge or receipt image.
Example screenshots captured September 19, 2026 in test workspaces. Your names and fields may differ. Provider authorization screenshots show a test app. Review the account and permissions shown in your own authorization screen.
10 free scans a month. No card required.