monday.com Column Copying Between Boards

title: “monday.com Copy Columns Between Boards — Auto-Transfer Data” meta_description: “Copy column data between monday.com boards without duplicating items. BoardBridge auto-transfers specific column values as part of cross-board workflows.” keyword: “monday.com copy columns between boards”

Move data between boards. Not items. Just column values.

Can you copy columns between boards in monday.com? monday.com has dozens of ways to duplicate items, connect items, and mirror data across boards. But if you need to copy specific column values from one board to another — like taking CRM deal details and writing them to a newly created project board — there’s no native tool for that.

You can duplicate the entire item (creating a second copy you don’t need). You can use Connect Boards + Mirror (which only works if items are linked). You can build custom automations with third-party tools like Make or Zapier. Or you can copy-paste manually.

BoardBridge — Form & Workflow Automation for monday.com — handles column value transfers automatically as part of project creation workflows. CRM deal closes → project boards are created → deal details flow to the project Overview board. No duplicate items. No manual copying. No middleware.

Why monday.com Can’t Copy Column Values Between Boards

Pain Point #41: Deal details need to copy to project board, but duplication creates unwanted duplicate items

monday.com’s built-in replication tools all have the same limitation: they duplicate the entire item, not just specific columns. Source

What Users Try

Monday.com integration approach: Use Connect Boards + Mirror columns to display data from one board on another. Problem: this only works if items are related via Connect Boards. If you want to copy data from a CRM board to a project board that’s unrelated structurally, it doesn’t work.

Automation workaround: “When deal moves to Won, create item on Project board with these fields…”

This works, but requires:

• Custom automation rules per board type
• Field-by-field mapping in automation logic (see our guide on data transfer between boards)
• Dealing with type conversions (dates, dropdowns, text fields)
• Manual cleanup if the schema changes

Third-party middleware: Make, Zapier, or custom scripts can copy column values between boards. But you’re paying for another subscription and maintaining API connections. This is part of the broader monday.com [cross-board automation limitations](/blog/sr-073-monday-com-cross-board-automation-limitations) that teams run into at scale.

How BoardBridge Handles monday.com Column Value Transfers

BoardBridge’s project creation workflow includes column value mapping — a configuration that copies specific column values from source boards (like a CRM) to target boards (like project Overview boards).

How It Works

When a new project is created (triggered by a CRM deal moving to “Won” — see auto-create project folders from CRM), BoardBridge:

1. Fetches column values from the source CRM item (deal name, client name, budget, start date, etc.)
2. Formats values according to the target board’s column types (dates stay dates, dropdowns map to labels, etc.)
3. Writes to target columns on the newly created project board
4. Creates independent items — no duplicate, no relationship required

Example: Event-to-Project Transfer

• Source: CRM board, Won deal item with columns: Event Name, Client Name, Budget, Start Date, Event Type
• Target: Event Overview board on newly created project, with same columns
• Transfer: All five columns copy from CRM deal to Event Overview board automatically

This is part of the broader monday.com CRM data pre-population workflow that automates project setup.

Column-Level Mapping Configuration

In BoardBridge’s project creation config, each column mapping specifies:

Field	Description	Example
Source Column ID	Column on the CRM (or source) board	event_name
Target Column ID	Column on the project (target) board	title
Data Format	How to transform the value	Identity (no change), Currency format, Date format

Learn more about monday.com [data transfer between boards automation](/blog/sr-074-monday-com-data-transfer-between-boards-automation), including support for 10 different column types.

When project creation runs, it reads this config and executes:

“` FOR EACH column mapping:

• Fetch value from source column
• Apply data format transformation
• Write to target column on new board

“`

No Duplicate Items

Unlike monday.com duplication, BoardBridge creates:

• One item on the source board (the CRM deal) — unchanged
• One new item on the target board (the project) — with copied column values
• No relationship between them (they’re independent)

If you later update the CRM deal, the project board values don’t automatically sync (that would be live mirroring, not copying). Column copying is one-time at project creation.

Real-World Scenario: Deal-to-Project Data Flow

A project management company wins deals through a CRM. Each deal needs a project created with the deal details pre-populated.

Before BoardBridge:

1. Sales rep wins deal on CRM
2. PM opens CRM, copies deal name, client name, budget, start date
3. PM opens monday.com, navigates to project templates
4. PM manually creates a project folder and duplicates boards
5. PM opens Event Overview board
6. PM pastes deal name into title column
7. PM pastes client name
8. PM manually converts budget format (CRM uses currency, project board uses number)
9. PM manually enters start date
10. Time per project: 10-15 minutes of manual copy-paste

With BoardBridge:

1. Sales rep moves deal to “Won” on CRM
2. BoardBridge creates project folder, duplicates boards with proper naming, copies all column values
3. PM opens project → all deal details already populated
4. Time per project: Zero

Why This Beats Native monday.com Solutions

Need	monday.com Native	BoardBridge
Copy specific column values between boards	Not supported natively	✓ Column mapping configuration
Avoid creating duplicate items	N/A — duplication is all-or-nothing	✓ Independent item creation
Auto-transfer on project creation	Not supported	✓ Synchronous column transfer
Handle type conversions (dates, currency, dropdowns)	Manual	✓ Automatic format mapping
Work without item relationships	N/A — would need Connect Boards	✓ Works on any board pair

How to Set It Up

1. Identify source and target boards — which board has the original data, which board should receive it
2. Map columns in BoardBridge:

• For each column to copy, specify source column ID and target column ID
• Set data format (identity, currency, date conversion, etc.)

1. Configure project creation trigger — usually a CRM Won status
2. Test: Create a test project and verify column values appear on the target board

Common Questions

Q: Can I copy column values between unrelated boards in monday.com? A: Not natively. monday.com duplication requires existing item relationships or creates full duplicates. BoardBridge column mapping copies specific values between any two boards, regardless of relationship structure.

Q: What if the source and target columns have different names or types? A: BoardBridge’s mapping is explicit — you specify source column ID, target column ID, and transformation type. If types don’t match, the format conversion handles it (e.g., text → dropdown label, number → currency display).

Q: Does this work with custom or advanced column types? A: BoardBridge supports text, number, currency, date, dropdown, status, and checkbox columns. Complex types like Connect Boards, Formula, or Dependencies require custom configuration or aren’t supported.

Q: What if a column value is blank on the source? A: BoardBridge skips blank columns by default — doesn’t overwrite target columns with empty values. This can be configured per mapping if you need to explicitly clear fields.

Q: Can I update column values if the source changes later? A: No — column copying is one-time at project creation. If you need ongoing sync, that’s a different workflow (typically Connect Boards + Mirror columns). Column copying is initial population only.

Q: Does this consume monday.com API calls? A: Yes — one API call to fetch the source column value, one to write to the target. BoardBridge manages the overhead, but each column pair adds two API calls per project created.

Who This Is For

This feature is built for teams who:

• Create projects triggered by CRM deals and need deal details pre-populated automatically
• Hate copy-pasting the same information from CRM to project management
• Want zero manual setup when a new project launches
• Need reliable type conversion (dates, currency, dropdowns) without custom logic

If your workflow involves copying data from a source board (CRM, intake form, master list) to newly created project boards, BoardBridge automates it.

Need automatic column value transfer from CRM to project boards without creating duplicates? BoardBridge by TaskRhino handles cross-board column mapping as part of project creation. Book a free 30-minute consultation at https://calendly.com/rp-spaceo/call-with-rakesh-est-timezone