VLOOKUP for monday.com helps you automatically connect and sync boards based on a matching key column, saving teams from repetitive manual updates. Whether you’re managing project portfolios, resource allocation, or cross-functional team updates, VLOOKUP eliminates the need to duplicate effort by keeping your boards dynamically connected and up to date.

This is especially powerful for organizations that rely on monday.com automation to streamline collaboration—such as marketing teams aligning with developers, or operations syncing statuses with customer-facing teams. With just a few clicks, you can trigger real-time updates and ensure all stakeholders have access to the most current information.

How teams can benefit from automatic boards syncing

VLOOKUP helps you eliminate manual data entry and ensures all linked boards remain consistent. By using a unique key value, you can match items between boards and sync relevant fields. This is especially helpful for:

• Project Management: Linking a project overview board (target) to a resource or team directory (source) to auto-assign team members and update project statuses.
  
• Inventory Management: Connecting an inventory board (source) to an order board (target) so that stock levels and order details always stay updated.
  
• Client Onboarding: Syncing a client database (source) with individual client project boards (target) to keep client details, statuses, and contacts in sync.
  

Step-by-Step Setup

1. Install the VLOOKUP App

Install VLOOKUP from the monday.com marketplace and add it as a board view on your target board.

2. Create the VLOOKUP Recipe

• Choose your target board where you want the data to appear.
  
• Choose your source board where the data will be pulled from.
  
• Select a source key value that both boards share (like a dropdown or text column).
  
• Choose the fields you want to sync from the source board to the target board.

This means that when a user selects a value in the key column on the target board, VLOOKUP will fetch and populate the corresponding fields from the source board automatically.

3. Enable Auto-Link on Item Creation

Enable the setting to auto-trigger the lookup whenever a new item is created on the target board. This ensures data is always up-to-date without manual intervention.

Summary

With the VLOOKUP app for monday.com, connecting boards and syncing critical data has never been easier. By automating lookups based on a shared key column, you can streamline your workflows, eliminate manual entry, and ensure your teams always have the most up-to-date information—no matter how many boards you’re managing.

Whether you’re coordinating complex project pipelines, tracking team assignments, or syncing customer or vendor records, VLOOKUP gives you the control and efficiency your monday.com setup needs.

If you run into any issues or need help setting it up, don’t hesitate to reach out. Contact our support team at: appsupport@jetpackwork.com — we’re happy to help!