Getting started

LinkBackfill matches records across monday.com boards and maintains relationships using rules you choose. Start with a manual preview, then decide whether to apply changes and enable ongoing synchronization.

Before you begin

• Have access to both boards and permission to edit the intended destination columns.
• Identify a shared value that can match records, such as a company name or reference.
• Ask your monday.com administrator to approve installation if your account requires it.
• Start with a small, familiar set of records that you can check easily.

Install and open the app

Use the installation button on the LinkBackfill page to install the app. Review the permissions in monday.com and open the app in your workspace.

The installation happens in monday.com. This documentation website does not have a login or request your monday.com credentials.

Your first workflow

1. Create a Connection.
2. Choose your boards, matching rules, and primary output.
3. Run Scan & Preview and inspect the proposed changes.
4. Confirm Apply when the preview matches your intent.
5. Optionally activate realtime sync.

For a compact walkthrough, use the quick-start guide.