LinkBackfill — How to use

Before you start

You need permission to install the app, access to both boards, and permission to edit the destination columns. Identify a shared value to match between records. Start with a small, familiar set of records.

1. Install LinkBackfill

   Choose your monday.com account, review the permissions, and open LinkBackfill in monday.com. If it is already installed, continue below.

   Install on monday.com ↗

2. Create a Connection

   Choose Create a Connection. A Connection stores the boards, matching rules, and output for this workflow.

3. Choose the boards

   Select the Records to process board and the Match against board.

4. Define matching rules

   Choose the values that identify related records. Use one or multiple matching conditions as your workflow requires.

5. Choose the primary output

   Select the Primary output destination column for relationships or supported values. Save the Connection.

6. Scan & Preview

   Run a scan and review the proposed changes. Check matched, unmatched, and ambiguous results. Adjust the rules and scan again if necessary. A scan does not apply changes to your boards.

7. Apply

   When the preview matches your intent, confirm Apply. Check the result in monday.com. Review any blocked or changed results before retrying.

8. Enable real-time synchronization if desired

   Enable synchronization on the saved Connection and check its status. You can pause and resume it without deleting the configuration.

9. Support contact

   Email support@madrigal.org.uk (opens in a new tab) with the issue and app name. Leave out credentials and sensitive board data.