Getting Started with GetSet Sync

Installation

Step 1: Install from monday.com Marketplace

1. Go to the monday.com Apps Marketplace
2. Search for “GetSet Sync”
3. Click Install and authorize the app for your account
4. The app will be available as a Board View on any board

Step 2: Add the Board View

1. Open any monday.com board where you want ad data
2. Click the ”+” button next to your existing views (Main Table, Dashboard, etc.)
3. Search for “GetSet Sync” and add it
4. A new tab will appear on your board

Connecting Your Ad Accounts

Step 3: Connect Google Ads

1. Click the GetSet Sync tab on your board
2. Click “Connect Google Ads”
3. A popup will open asking you to sign in with your Google account
4. Select the Google account that has access to your Google Ads
5. Authorize GetSet Sync to read your ad data
6. The popup will close automatically once connected

Step 4: Connect Meta Ads

1. Click “Connect Meta Ads” from the GetSet Sync tab
2. A popup will open asking you to sign in with Facebook
3. Select the Meta Business account with your ad accounts
4. Authorize GetSet Sync to read your ad data
5. The popup will close automatically once connected

Note: GetSet Sync only reads your ad data. We never create, edit, or delete campaigns or ads in your accounts.

Setting Up Your First Sync

Step 5: Select Ad Accounts

1. After connecting, click “Manage your accounts”
2. Select the specific ad accounts you want to sync from the list
3. Choose which entity types to sync: Campaigns, Ad Groups, Ads, etc.

Step 6: Choose Your Metrics

1. Click “Fields” to open the field mapping page
2. Browse available metrics organized by category (Performance, Cost, Conversions, etc.)
3. Check the fields you want to sync to your board
4. Optionally rename the column names
5. Click “Save” — columns are created automatically on your board

Step 7: Configure Sync Settings

1. Set your sync interval — how often data should refresh
2. Choose your date range — last 7 days, 30 days, custom, etc.
3. Data will begin syncing automatically on the schedule you set

Tip: Pro plan users can click “Sync Now” to trigger an immediate sync at any time.

Understanding Your Synced Data

Once synced, your monday.com board will show:

• One row per campaign (or ad group/ad, depending on your entity type setting)
• Columns for each metric you selected (impressions, clicks, spend, etc.)
• Status column showing whether the campaign is Active, Paused, etc.
• Automatic updates on your configured schedule

New campaigns that appear in your ad account will be automatically added as new rows. Paused or deleted campaigns will have their status updated but remain on the board.

Plan Tiers and Limits

Feature	Free	Pro	Agency
Ad accounts	1	10	50
Boards	Unlimited	Unlimited	Unlimited
Sync scheduling	Yes	Yes	Yes
Sync Now (on-demand)	—	Yes	Yes
All entity types	—	Yes	Yes
Change indicators	—	Yes	Yes
Currency normalization	—	—	Yes

Frequently Asked Questions

Can I sync multiple ad accounts to the same board? Yes. You can connect multiple Google Ads and Meta Ads accounts and sync them all to the same board or different boards.

Does GetSet Sync modify my ad campaigns? No. GetSet Sync is read-only. We only fetch your campaign metrics. We never create, edit, pause, or delete any campaigns or ads.

How often does data sync? You configure the sync interval in your connection settings. Pro and Agency users can also trigger an immediate sync using the “Sync Now” button.

What happens when I uninstall the app? All syncing stops immediately and OAuth connections are revoked. Your existing board data (columns and items) remains on the board. Server-side data is retained unless you request deletion.

Is my data secure? Yes. OAuth tokens are encrypted with AES-256-GCM at rest. All data is transmitted over HTTPS. We do not sell or share your data.

I need help or have a question. Contact us at support@getsetsync.com and we’ll get back to you as soon as possible.