Manually Process VLookup Links

If your VLookup links are not working automatically, you can manually process the connection to troubleshoot the issue. In this tutorial, we’ll guide you through the process of verifying your integration setup and ensuring that your VLookup links are properly established.

Caution: Avoid executing this procedure if your target board’s linked columns contain custom data that may be overwritten during the manual connection process

Step 1: Access the VLookup Board View

Go to the VLookup board view and open the recipe that is not working.

Step 2: Update Existing Items on the Target Board

Select the option “Do you want to update existing items on your target board?” and click the “Save” button.

Step 3: Verify Integration Setup

If the manual process was successful, you’re probably using an incorrect integration. Make sure that the integration you activated fits the trigger you’re using. For example, you cannot use “when a column value changes….” when creating an item, the correct integration would be “when item is created (using automation or form)…”.

Step 4: Check for Permission Issues

If the manual process didn’t work, you may be using an incorrect integration (both source and target boards must have the integration installed), or there may be a permission issue limiting VLookup from populating in the target board. In this case, follow the instructions in this link on how to revoke authorization.

By following these steps, you’ll be able to manually process VLookup links and ensure accurate data management in your system. Whether you’re encountering integration or permission issues, this guide will help you resolve the problem and get your VLookup links working properly.

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