Monday CRM: When using manage duplicates, data will overwrite existing data in the same column, when the original and duplicate are “merge.” Anyone have a work around? It would be helpful to have a feature like excel’s where you can add column A and B into Coumn C, and then strip out the formula and leave only the value. (numbers or text.)
A possible workaround in Monday CRM for merging duplicates without overwriting data is to use automations and formulas creatively. While Monday.com doesn’t have a built-in “merge columns” feature like Excel, here are some approaches you can try:
Option 1: Use a Formula Column to Concatenate Data
- Add a Formula column and use a formula like this:
mathematica
CopyEdit
{Column A} & " " & {Column B}
This will combine both values into one field.
2. Duplicate the Formula column as a Text column to remove the formula and keep only the merged values.
Option 2: Use an Automation with a Temporary Column
- Create a temporary column to store the existing data.
- Use an automation (if applicable in your plan) to copy the duplicate’s data into the temporary column before merging.
- After merging, manually combine both columns or use a formula as in Option 1.
Option 3: Export, Merge in Excel, and Reimport
If dealing with a large dataset, another approach is:
- Export your board to Excel.
- Use Excel’s merge formulas (
=A1 & " " & B1
) and then “Paste Values” to remove formulas. - Reimport the cleaned data into Monday.com.
While this isn’t a perfect solution, it helps retain both sets of data instead of overwriting them. Hopefully, Monday.com will introduce a built-in way to merge fields dynamically in the future!
If this helps, Iet me know with a like! or feel to ask more!