The LookupSync app seamlessly synchronizes data between Source and Target Boards in monday.com, ensuring that your data is consistent and up-to-date across boards. This guide walks you through adding recipes, mapping columns, synching existing records and exploring common use cases to help you fully leverage the app’s capabilities.
To ensure optimal performance, it is recommended to limit lookup and synchronization tasks to 100 items on monday boards.
1. Set Up Automation Recipes
Add the recipe to automate the sync process. The recipe allows data to flow between boards, updating columns automatically based on predefined rules and conditions.
2. Setup Column Mappings
Map the common columns and syncing columns between the Source and Target Boards to auto-link the data.
3. Sync Existing Records
Effortlessly synchronize all your existing records with a simple toggle switch, ensuring seamless data synching and up-to-date information across your boards.
4. View Change Logs
View the detailed record of all actions performed in the lookup and sync process.
Source Board to Target Board Sync Use Cases
LookupSync offers flexibility to support a range of sync scenarios between Source and Target Boards, adapting to changes in real-time and enhancing workflow efficiency.
Case 1: Updating Common Columns in the Target Board
Action: When a common column is updated in the Target Board.
Result: The change triggers an update to the related sync column values on the Target Board to reflect the corresponding data from the Source Board.
Case 2: Syncing Updates from Source to Target Board
Action: When a sync column on the Source Board is modified.
Result: The LookupSync app automatically updates the corresponding sync columns in the Target Board, ensuring consistency between boards.
Case 3: Clearing Sync Columns in the Target Board
Action: When a common column is updated on the Source Board.
Result: The sync columns on the Target Board are cleared, reflecting that the values are no longer aligned with the Source Board criteria.
Case 4: Sync Existing Records
Action: Turn on sync existing records toggle button
Result: It will sync all the existing records based on the mapping.
Click the button below to explore an example scenario of the synchronization flow and related use cases:
How to Use the App With Sample Use Cases