Mastering VLookup Integrations in Monday.com: A Step-by-Step Guide

VLookup is a powerful tool that allows you to automatically link data between boards in Monday.com. With various available integrations, you can choose the one that best suits your needs. In this article, we will explain the different VLookup integrations and how to use them in a step-by-step manner.

It’s important to note that you must install the integration both in the source and target board, except for the “When an item is moved to this board…” integration. This integration only needs to be installed in the board where the item is moved.

Here are the available VLookup integrations and how to use them:

“When any column changes, automatically update changes in linked boards”

This integration is perfect for when you enter the key column value by hand in the board. In other words, you enter the data manually without the use of automation.

Click here to learn how to set up and use this integration with our step-by-step guide.

“When item is created (using form or automation), automatically update changes in linked boards (it will take up to 60 seconds)”

This integration is ideal for when you upload data from a file or from a form like Workforms. In short, you use this integration if you are adding data automatically, with no human interaction.

Click here to follow our guide to set up this integration and automate your data entry process.

“When an item is moved to this board automatically update changes in linked boards (it will take up to 60 seconds)”

This integration is used when an item is moved (not created) to the board using Monday automation. You only need to install this automation in the board where the item is moved, no need to install in the linked board.

Our guide will show you how to set up and use this integration for seamless data movement.

“When any sub-item column changes, automatically update changes in linked boards”

Reminder: You must create a sub-item first before installing this integration.

This integration is perfect for when you enter the key column value in the sub-item by hand in the board. In other words, you enter the data manually without the use of automation.

Click this article to learn how to set up and use this integration with our step-by-step guide.

“When a sub-item is created (using automation), search for its value and link”

Reminder: You must create a sub-item first before installing this integration.

If you upload data from a file or from a form like Workforms in the sub-item, then this is the integration you want to install. In short, you use this integration if you are adding data automatically, with no human interaction.

Click here to follow our guide to set up this integration and automate your data entry process.

In conclusion, VLookup is a powerful tool that allows you to automate data linking between boards in Monday.com. With various integrations to suit different use cases, it’s essential to understand which integration is best for your specific needs. By following the steps outlined in this guide, you will be able to set up and use VLookup with ease, and streamline your data management process.