I have imported over 1000 contacts to the platform with all the information from the previous CRM, it is a quite completed data base up to date that we have spent weeks sorting in preparation to the migration.
I am using the CRM template. I imported all the contacts from a CSV, and I have added each of them to an exisiting account from a separate board from the CRM template.
On the “Contacts Board” I can see all the contacts added to the accounts, but on the “Accounts board” I can’t see the contacts added although those two columns are connected.
There must be a way to see existing contacts linked to the organization as they are already linked on the Contacts board. If there isn’t, is there a way to link over 1000 contacts to existing organizations in bulk to visualize known contacts of a given account?
Hi there! I understand that you’re facing an issue where the contacts added to the accounts are not visible on the Accounts board, even though the columns are connected.
To ensure that the contacts linked to an organization are visible on the Accounts board, you need to make sure that the boards are properly connected and the necessary columns are set up correctly. Here’s what you can check:
Double-check the Connection: Verify that the connection between the Contacts board and the Accounts board is established correctly. Ensure that the connection is set up to display the linked contacts on the Accounts board.
Verify Column Configuration: On the Accounts board, check if the column that displays the linked contacts is properly configured to show the related information. If necessary, adjust the column settings to display the linked contacts.
Cross-Board Linking: Ensure that the linking between contacts and accounts is set up correctly. Each contact should be linked to the corresponding account on the Contacts board. Make sure that the linking is done consistently for all contacts.
If the above steps don’t resolve the issue, there might be a need for further investigation. Our team specializes in custom monday.com integration and development services and can help you troubleshoot and find a solution to ensure that the contacts linked to organizations are visible on the Accounts board.
Regarding your question about linking over 1000 contacts to existing organizations in bulk, monday.com does not have a bulk linking feature by default. However, with our custom monday.com development services, we can explore the possibility of creating a custom solution to streamline and automate the process of linking multiple contacts to existing organizations.
Please don’t hesitate to reach out if you would like to discuss your requirements in more detail or if you have any further questions. We’re here to assist you and help you visualize the known contacts of a given account.
Double-check the Connection: Ensure that the connection is set up to display the linked contacts on the Accounts board. Where can check the boards set up to display the linked information?
Verify Column Configuration: On the Accounts board, check if the column that displays the linked contacts is properly configured to show the related information. That I know, there isn’t any additional settings on columns apart from selecting the board that is connected to. Are there any additional settings I’m missing?
Cross-Board Linking: Ensure that the linking between contacts and accounts is set up correctly. Each contact should be linked to the corresponding account on the Contacts board. Make sure that the linking is done consistently for all contacts. That is precisely the issue. Every contact is linked to an account trough a connected column. On the contact I can see the account they are connected to, but on the account I can’t see any contact connected to.
Hey @WilliamdR
As far as I know, connected boards and mirrored columns don’t support bulk updates.
A workaround could be to use the “automatically connect an item when item name matches column value”.
For example, if the column contains “Omnidea” it automatically connects the mirrored item named “Omnidea”.
Ey @rob thanks for your reply. I simply don’t understand the need to create formulas. If the item is connected on one end (Contacts to Accounts) why I can’t see it on the other end (Accounts to Contacts)
If create a formula, test it, roll it over the actual data base and then verify and correct possible mistakes (!!) is the only solution, could you please help me by pasting the actual formula to use? Thanks!
You cannot check if the column was originally created as a two-ways connection and there is no way to change that once the column has been created. Re do this will take me weeks of work. Im in tears and begging my employer to abandon the platform while we are still on time. This one makes no sense.
Hello William! I can understand the pain here, and let’s setup a call, where you and me will check several ways to use, and get this sorted for you, but changing the platform is not the best way to go I guess.
Hello @s.sheikh thank you for your help. I ended up sitting down and redoing all the work, it didn’t take as long as I anticipated but pain non the less. This one was really frustrating I must say.
HI @BiancaT I was pretty happy when I caught this post as I am in the same position. I have watched the video and can get the connection working. However, it seems to only connect one contact to the account, not multiple contacts who work at the same account. Also when I open the account the contact is not listed. Any ideas you have would be appreciated.
Thanks for raising this! If I am understanding your situation correctly, can you please try adjusting the recipe so that it instead of overwriting the matched value, it adds a new matched item? I have tested this on my end and was able to connect multiple contacts to the one account through a matched value.
Bianca, this was super helpful. I am having one more level of complexity that I cannot figure out.
So lets say multiple prospects are uploaded to the leads board. They happen to be from the same company, each individual lead is its own task. A lead then has been contacted and moves to qualified and becomes an opportunity.
how do i identify the prospects/leads that are in the same company after contact has been made? I have the identifier formula column, but I cannot figure out what the TRIGGER is to continually check that connection?
Can you let me know how you’re currently logging the company of the lead - i.e. is it through that formula column? Can you share the formula you’re using? I’d just like to gather a bit more context to establish the best way forward, particularly if we can take advantage of board filters etc to filter to the specific company? I look forward to hearing from you!
Thanks Bianca. I’m using the existing company indicator formula: IF (existing company indicator#count), >0
The formula is triggered by a connected column to the accounts board.
Say there’s 3 different leads from a company and 1 responds. Once that lead becomes “qualified” and my team pushes the button to move that to deals and create a contact and company, will the lead indicator connected board just automatically populate? I thought there had to be a trigger
Also, the leads are either being imported in from a list or entered manually. The company name is one of the columns. They do not become a contact or company until they become qualified and the sales rep changes the status to qualified and then clicks the button “move to MQL” when that triggers an item created in contacts and an item in companies and then connects the boards
