You’ve got data spread across multiple boards in monday.com—projects, clients, inventory, HR records. And every time something changes on one board, you need that change to reflect somewhere else.

You could copy and paste. Or rebuild data. Or build fragile automations that break with every column change.

Or—you could use VLOOKUP to connect it all.

Why VLOOKUP matters

VLOOKUP by Jetpack lets you link and sync data automatically between boards, just like the VLOOKUP function in Excel or Sheets—except it’s built for the dynamic, visual workflows of monday.com.

With it, you can:

• Auto-fill fields based on matching values
  
• Sync status updates across boards
  
• Eliminate manual updates
  
• Scale connected workflows across teams
  

But to unlock this, you need to understand the different integration types VLOOKUP supports—and how to set them up.

Integration Types you can use with VLOOKUP

Each recipe is triggered by a specific action. Here’s how to choose the right one for your workflow:

1. When any column changes

Automatically update changes in linked boards

Best for: Keeping real-time sync between matching items when any field updates—great for status, numbers, or text fields.

2. When an item is created

Via form, automation, or manual entry

Best for: Intake-style workflows—e.g., when a new lead is created or a support request comes in, and you want to auto-link data from a master board.

3. When an item is moved to this board

Automatically update changes in linked boards

Best for: Pipelines or status stages—e.g., a candidate or task moves into a board and needs to link with data from another source.

4. When any sub-item column changes

Automatically update changes in linked boards

Best for: Use cases involving sub-tasks, time logs, or granular data inside parent items.

5. When a sub-item is created

Automatically update and link values

Best for: When sub-items represent new dependencies or checklist items that need to be connected across workspaces.

Getting Started: Set Up Your First Integration

1. Install VLOOKUP from the monday.com marketplace
   
2. Open the VLOOKUP Auto-Link view on your board
   
3. Choose your source and target boards
   
4. Select your match key (like ID, Email, or Name)
   
5. Map the fields you want to sync
   
6. Pick the trigger that fits your workflow
   

Done! VLOOKUP now keeps your data connected and current across boards—without you lifting a finger.

Final Tip: Start Simple, Then Scale

If you’re new to VLOOKUP, begin with a single use case:

• Sync one field from a client intake board to a services board
  
• Link inventory stock values across boards
  
• Mirror an employee’s role or status between HR workflows
  

Once that’s working, expand your integrations and go deeper with automations, templates, and more complex logic.

Recap

VLOOKUP is your monday.com integration engine—allowing you to dynamically connect data across boards with precision and flexibility. By learning the core trigger types and setup steps, you’ll master it quickly and start saving serious time.