How to choose each section's database and map its properties

With Notion already connected, you need to tell WorkOS two things: which database each section uses, and which property of that database matches each piece of data (this is called mapping).

Choose the databases

Go to Settings → Notion databases (only whoever has Technical administration permissions sees it).
On each card, type in the search box (Search database…) and pick the database. If the name matches what's expected, WorkOS suggests it by itself: "Automatically detected — review it and save."
Click Save databases. WorkOS reads the structure of each chosen database, confirms it has been saved and reloads the page.

If several databases share a name

The list never repeats a database. If your Notion has several different databases with the same name (for example, two “Videos”), each one shows where it lives in Notion (the page that contains it) and the end of its identifier (for example “· …a3f9”), so you can tell them apart. Notion does not let applications see Team Spaces, so what is shown is the path of pages that can be read.

Install and complete the databases from WorkOS

Above the cards there is a collapsible block, Install and complete Notion databases (only for people with Technical administration permissions). It only adds: it never deletes or renames anything.

Check databases: reviews, read-only, the databases you already use and lists what they are missing (properties, relations, options). Preview changes shows what would be created and Apply in Notion adds it.
Install new databases: paste the address of a Notion page where the databases will be created (the integration must have access to it), choose what to install and press Preview installation and then Create databases. When it finishes, Use these databases in the selectors fills them into the cards; review and press Save databases.

What can be installed (packages): Core (Team, Projects, Tasks and Time tracking), Clients and Contacts, Documents, Inbox, Notes, Topics and Wiki, Meetings, Publications, and the optional Absences, Objectives, Areas and Catalogs (services, task types, profiles and hours detail of the contracted service).

How it works: WorkOS creates first the databases that others point to (for example Projects before Tasks, or Services and Profiles before Task types) and then the relations between them and the data pulled from another database (for example a task's Process, which comes from its task type). If you choose a package that needs databases you do not have yet, it adds them too. If you already have databases in use, you are only offered the optional packages you are missing, and the databases that already exist receive only the new properties that link them to the newly created ones.

Whatever Notion does not allow another application to create (for example, the options of a status) is noted as a manual step, with what to do.

Map the properties

Under some cards there's a collapsible configuration block, for example Agenda configuration, Documentation configuration or Team properties.

Open it: WorkOS reads the properties of your database.
For each piece of data, pick the Notion property that matches it from the list. Each list only shows properties of the right type (text, date, status, relation...).
Click Save configuration.

If a list has no options, you'll see "There's no property of type "..." in this database. Create it in Notion." Create it in Notion and continue with the article "I changed something in Notion and WorkOS doesn't show it: what to do".

Optional properties

Those marked (optional) can stay as — unassigned —: the related feature isn't turned on, but nothing breaks. The rest are required. For example, for the Documents section to appear you need the Status, Date and Type properties; the financial values and attachments are optional.

In general, a section doesn't appear in the menu until its database and required properties are configured.

What's still missing

Above the cards, the Pending configuration box lists the databases not chosen yet and the required properties not mapped. Click one and the screen takes you straight to it. When everything is ready, you'll see Everything required is configured.

The card titles on this screen appear in Spanish whatever language you use.