Cliniko + Monday.com

Real-Time Cliniko to Monday.com Sync - Purpose-Built for Your Business

Australian Healthcare & Allied Health businesses rely on both Cliniko and Monday.com. Our custom one-way integration keeps them in sync, saving your team 8+ hours/week and eliminating data entry errors.

8+ hours/week

Saved weekly

98%

Client retention

250+

Total hours saved

One-way

Sync direction

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Why Connect Cliniko to Monday.com?

Product and pricing data diverges between Cliniko and Monday.com, causing order errors and customer complaints

Manually copying data between Cliniko and Monday.com wastes hours every week that could be spent on revenue-generating work

Cliniko uses a REST API while Monday.com uses GraphQL, requiring careful middleware to translate data formats between the two platforms

No single source of truth when products live in two disconnected tools, so staff second-guess which system has the correct information

Reporting across Cliniko and Monday.com requires painful manual exports and spreadsheet merges

Patient appointment data in Cliniko and billing records in Monday.com require double entry, risking compliance issues

How We Help

Every week without this integration costs your Healthcare & Allied Health and Professional Services business 8+ hours/week in manual data handling between Cliniko and Monday.com. Our Harvard-educated consultants build a sync that eliminates that waste permanently. On the technical side, Cliniko uses a REST API with API key authentication, and Monday.com authenticates via API key, which our team handles as part of the build.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Cliniko and Monday.com, your team knows immediately and the system self-recovers where possible.

Eliminate Manual Data Entry

Stop copying products between Cliniko and Monday.com by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Amplify Cliniko Strengths

Cliniko excels because purpose-built for allied health with patient records, treatment notes, telehealth, and Medicare/DVA claiming built into the workflow. Connecting it to Monday.com ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep Cliniko and Monday.com in sync, even as your business doubles.

Cliniko to Monday.com Use Cases

Scheduled reconciliation between Cliniko and Monday.com

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

Synchronise products catalogue between Cliniko and Monday.com

Product data, pricing, and stock levels stay consistent across both platforms. When a product is added, updated, or discontinued in Cliniko, Monday.com reflects the change within seconds.

Automated error handling and retry for Cliniko/Monday.com sync

When a sync between Cliniko and Monday.com fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Cliniko and Monday.com

Cliniko	→	Monday.com	Notes
Cliniko Products -> id	→	Monday.com Items -> id	Unique identifier stored as cross-reference for record linking
Cliniko Products -> name	→	Monday.com Items -> title	Contact identity fields synchronised to maintain consistency
Cliniko Owner/Assignee	→	Monday.com Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Cliniko Record IDs	→	Monday.com External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Cliniko Timestamps	→	Monday.com Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Cliniko Patients	→	Monday.com Custom Fields	Patients data from Cliniko stored in Monday.com custom fields for reference
Cliniko Treatments	→	Monday.com Custom Fields	Treatments data from Cliniko stored in Monday.com custom fields for reference
Cliniko Invoices	→	Monday.com Custom Fields	Invoices data from Cliniko stored in Monday.com custom fields for reference
Cliniko Appointments	→	Monday.com Custom Fields	Appointments data from Cliniko stored in Monday.com custom fields for reference
Cliniko Practitioners	→	Monday.com Custom Fields	Practitioners data from Cliniko stored in Monday.com custom fields for reference

Cliniko + Monday.com Integration FAQ

Integration pricing depends on complexity, including the number of data objects synced (products), sync direction, custom business rules, and volume. Most Cliniko to Monday.com integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Cliniko or user-defined fields in Monday.com, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

We map industry tools data like patients and appointments from Cliniko to the corresponding project management structures in Monday.com. Our team handles data transformation, validation, and conflict resolution between the two system types.

By default, we configure Cliniko to Monday.com as a one-way sync, but bi-directional sync is possible if your workflow requires it. We will assess the best approach during the discovery session.

Most Cliniko to Monday.com integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

Our integrations include comprehensive error handling: automatic retries for transient failures (respecting API rate limits), error queuing for system outages, data validation before writes, and real-time alerts for issues that need human attention. We also provide a dashboard where you can monitor sync health and review error logs.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.