Matching boards

Records to process

This side identifies the records your Connection will process. Confirm the board and any available scope selections before scanning.

Match against

This side supplies the potential matching records. Choose the board that contains the related information you want to find.

A practical example

A Projects board contains a company reference for each project. A Companies board contains the same reference for each company. Choose Projects as Records to process, then Companies as Match against.

Use the actual columns offered by the editor. Available choices depend on board metadata, column compatibility, and permissions.

If a board is missing

Check that you can open it in monday.com with the same account. Confirm you are in the intended workspace and have appropriate permissions. See troubleshooting if it remains unavailable.