Full disclosure- very new to Monday.com…I just created a board with a client list and I’m mirroring it to a second board with many of the same column headers. What I’m trying to do is when a new client is added to board one, all the information autopopulates to the matching column in board #2. I have it now where the columns match but I have to click into each column separately to then select the matching item from board 1. I tried setting up an automation that when something is added to board #1 it’s automatically added to the appropriate column in board #2 but it didn’t work. I couldn’t find a current solution for this. I tried following a video from 2021 but no luck. Any advise would be appreciated.
Welcome to the community!
VLOOKUP app automates linking between your monday.com boards and columns. With just a few clicks, you can create a recipe and link the columns of both boards to automatically synchronize data between them. This eliminates the need for manual updates, reduces the risk of human errors, and saves you time so you can focus on more important things.
To get started, check out our helpful article that walks you through how to use VLOOKUP. It’s super easy and user-friendly, so you’ll be up and running in no time.
And if you have any questions or concerns, our support team is always here to help. Just reach out to us at email@example.com, and we’ll be more than happy to assist you.