monday.com Data Transfer Between Boards Automation

Boards Pain Point #3 (Column Type Formatting): CRM data (client name, date, location, contact info) should pre-populate the new boards

When you create a new project from a CRM deal, you expect client data to flow automatically from the CRM board to your project boards. But Monday.com’s native cross-board automations have limited column type support — and what they do support often fails to format values correctly when transferring between boards.

The Monday.com limitation: Native cross-board automations can map columns between boards, but:

• Limited to basic column types (text, numbers, dates)
• Status and dropdown values fail when label IDs differ between boards (same text label like “High Priority” has different internal IDs on different boards)
• Email and phone columns often transfer as plain text (losing formatting)
• Location columns don’t transfer coordinates
• No support for checkbox, long text, or complex column types

What you actually need:

• ✓ Support for all major column types (10+ types with correct formatting)
• ✓ Status/dropdown mapping by text (not hardcoded IDs that differ between boards)
• ✓ Proper formatting for dates, emails, phones, locations
• ✓ Batch column updates (all columns in one API call, not one-at-a-time)
• ✓ Dynamic value transformation (concatenate fields, format timestamps, map values)
• ✓ Pre-fill form fields with existing data (no re-entry required)

This is part of the broader monday.com column copying between boards workflow.

Meta Description

Transfer data between monday.com boards with 10+ column types formatted correctly. Status/dropdown text-based mapping, batch updates, works across any board.

Related Articles

For more on cross-board automation:

• Status Changes Create Items on Another Board (with Compound Conditions)
• How to Update Existing Items with a Form (Not Create Duplicates)
• Target Specific Groups When Creating Items on Another Board

The Monday.com Cross-Board Column Mapping Problem

What Monday.com’s API Supports (Official Documentation)

From Monday.com’s official support article on cross-board automations:

“In order to map across boards, the column you want to map must exist on both boards.”

This means:

• Both boards need a column with the same (or compatible) column type
• You can map text → text, date → date, number → number
• However: Status → status mapping often fails because label IDs differ between boards

(Source: Monday.com Support – Cross-board automations)

The Label ID Problem (Community Evidence)

Thread: “How to copy status columns with labels to another existing board” (September 2023)

User Marco234, September 12, 2023:

“Just a simple solution to select one or more columns from a board and copy them to another existing board.”

User describes trying to copy status columns between boards and encountering the label ID mismatch issue.

Monday.com’s internal architecture: Each status or dropdown column on each board has unique label IDs assigned by Monday.com. Even if two boards have status columns with identical label text (“Pending”, “Confirmed”, “Cancelled”), the internal IDs are different.

Result: When mapping status values cross-board via native automations, Monday.com tries to match by ID (not text), which fails. The value either doesn’t transfer or transfers incorrectly.

(Source: Monday.com Community Forum)

What Column Types Monday.com’s Native Automations Support (Limited List)

Monday.com’s native cross-board automations (“When status changes, create item on another board and map columns”) support:

• ✓ Text (short text)
• ✓ Long text (limited — sometimes truncates)
• ✓ Numbers
• ✓ Dates (basic format, no timezone handling)
• ~ Status (fails if label IDs differ)
• ~ Dropdown (fails if label IDs differ)
• ✗ Email (transfers as plain text, loses email formatting)
• ✗ Phone (transfers as plain text, loses country code and formatting)
• ✗ Checkbox (not supported)
• ✗ Location (not supported)
• ✗ File column (cannot transfer files cross-board via automations)
• ✗ People column (not supported)
• ✗ Time Tracking (not supported)
• ✗ Dependencies (not supported)
• ✗ Connect Boards (not supported)
• ✗ Mirror (read-only, cannot be written to)
• ✗ Formula (read-only, cannot be written to)
• ✗ Auto-Number (generated by monday.com, cannot be manually set)

Key gap: No text-based status/dropdown mapping. If “Confirmed” on Board A has label ID label_123 and “Confirmed” on Board B has label ID label_789, the mapping breaks. This is one of many monday.com cross-board automation limitations.

Community Evidence: Status/Dropdown Mapping Failures

Forum Thread: “How to copy status columns with labels to another existing board” (September 2023)

“Just a simple solution to select one or more columns from a board and copy them to another existing board.” — User Marco234, describing the pain of copying status columns and encountering label ID mismatches

How BoardBridge Solves This: 10 Column Types with Smart Formatting

BoardBridge’s data transfer engine formats column values correctly for each target column type using type-aware formatters and text-based label matching for status/dropdown columns.

Step-by-Step: How CRM Data Flows to Project Boards

Example workflow:

Board 1: CRM Deals

• Columns: Client Name (Text), Event Date (Date), Venue City (Location), Client Email (Email), Client Phone (Phone), Event Type (Dropdown), Priority (Status), Budget (Number), Notes (Long Text), Contract Signed (Checkbox)

Board 2: Event Overview (newly created project board)

• Columns: Client Name (Text), Event Date (Date), Venue (Location), Contact Email (Email), Contact Phone (Phone), Event Type (Dropdown), Priority (Status), Budget (Number), Notes (Long Text), Contract Status (Checkbox)

When CRM deal is marked “Won”:

1. Webhook event received

• Monday.com sends webhook notification to BoardBridge
• Event payload includes deal ID and new status (“Won”)

1. Multi-board project creation triggered

• System creates project folder
• Duplicates 9 template boards (Event Overview is one of them)
• This is part of the CRM data pre-population workflow

1. CRM data retrieval

• System reads all column values from the CRM deal item
• Client Name: “Smith Wedding”
• Event Date: “2026-06-15”
• Venue City: “Nashville, TN”
• Client Email: “bride@smith.com”
• Client Phone: “+1 (555) 123-4567”
• Event Type: “Show + Teebox”
• Priority: “High”
• Budget: 50000
• Notes: “Outdoor ceremony, 200 guests, live band preferred”
• Contract Signed: Checked

1. Column type detection

• For each column, the system detects the column type via Monday.com’s API
• Text columns: no special formatting
• Date columns: format as {date: "YYYY-MM-DD"}
• Email columns: format as {email: "address", text: "address"}
• Phone columns: format as {phone: "digits", countryShortName: "US"}
• Status/Dropdown columns: format as {label: "text"} or {labels: ["text"]}
• Checkbox columns: format as {checked: "true"}
• Location columns: format as {lat: X, lng: Y, address: "text"}
• Number columns: pass as numeric value (no quotes)
• Long text columns: preserve line breaks

1. Value formatting per type

Text: “json { "column_id": "text_abc123", "value": "Smith Wedding" } “

Date: “json { "column_id": "date_xyz789", "value": "{\"date\": \"2026-06-15\"}" } “

Email: “json { "column_id": "email_pqr456", "value": "{\"email\": \"bride@smith.com\", \"text\": \"bride@smith.com\"}" } “

Phone: “json { "column_id": "phone_def456", "value": "{\"phone\": \"5551234567\", \"countryShortName\": \"US\"}" } “

Dropdown (text-based mapping): “json { "column_id": "dropdown_mno789", "value": "{\"labels\": [\"Show + Teebox\"]}" } “

Status (text-based mapping): “json { "column_id": "color_jkl012", "value": "{\"label\": \"High\"}" } “

Checkbox: “json { "column_id": "checkbox_stu345", "value": "{\"checked\": \"true\"}" } “

Location: “json { "column_id": "location_vwx678", "value": "{\"lat\": 36.1627, \"lng\": -86.7816, \"address\": \"Nashville, TN\"}" } “

Number: “json { "column_id": "numbers_ghi901", "value": 50000 } “

Long Text: “json { "column_id": "long_text_abc234", "value": "Outdoor ceremony, 200 guests, live band preferred" } “

1. Batch write to Event Overview board

• All 10 column values written in one API call via Monday.com’s change_multiple_column_values mutation
• Monday.com resolves text labels (“Show + Teebox”, “High”) to the correct label IDs on the Event Overview board
• Even if Event Overview has different label IDs than the CRM board, the text-based mapping ensures correct matching

Result: Event Overview board is created and populated with all client data in the correct format — within 2-3 seconds of the CRM deal being marked “Won.”

10 Column Types: Format Specifications

Column Type	Monday.com API Format	BoardBridge Formatter Output	Example Value
Text	Plain string	Plain string	"Smith Wedding"
Long Text	Plain string (with line breaks)	Plain string (preserves \n)	"Line 1\nLine 2\nLine 3"
Email	{email: "addr", text: "addr"}	{email: "addr", text: "addr"}	{email: "bride@smith.com", text: "bride@smith.com"}
Phone	{phone: "digits", countryShortName: "code"}	{phone: "digits", countryShortName: "US"}	{phone: "5551234567", countryShortName: "US"}
Number	Numeric (no quotes)	Numeric (no quotes)	50000
Date	{date: "YYYY-MM-DD"}	{date: "YYYY-MM-DD"}	{date: "2026-06-15"}
Dropdown	{labels: ["text"]}	{labels: ["text"]} (text-based)	{labels: ["Show + Teebox"]}
Status	{label: "text"}	{label: "text"} (text-based)	{label: "High"}
Checkbox	{checked: "true"} or {checked: "false"}	{checked: "true"} or {checked: "false"}	{checked: "true"}
Location	{lat: X, lng: Y, address: "text"}	{lat: X, lng: Y, address: "text"}	{lat: 36.1627, lng: -86.7816, address: "Nashville, TN"}

Text-Based Status/Dropdown Mapping (Solves Label ID Mismatch)

The Problem

Monday.com assigns unique label IDs to status and dropdown values on each board. Even if two boards have identically named labels, the IDs differ.

Example:

• CRM Board status column “Priority” has labels:
• “High” → internal ID label_abc123
• “Medium” → internal ID label_def456
• “Low” → internal ID label_ghi789
• Event Overview status column “Priority” has labels:
• “High” → internal ID label_xyz987
• “Medium” → internal ID label_uvw654
• “Low” → internal ID label_rst321

Monday.com’s native cross-board automation: Tries to map by ID → fails. The automation looks for label_abc123 on the Event Overview board, doesn’t find it, and the value doesn’t transfer.

BoardBridge’s Solution

Instead of hardcoding label IDs, BoardBridge formats status/dropdown values as text labels and lets Monday.com resolve them to the correct IDs on the target board.

Format sent to Monday.com API: “json { "column_id": "color_xyz987", "value": "{\"label\": \"High\"}" } “

What Monday.com does:

• Receives the text label “High”
• Looks up which label on the target board (Event Overview) has the text “High”
• Finds label_xyz987 (the correct ID for “High” on that board)
• Writes the value correctly

Result: “High” on CRM board correctly maps to “High” on Event Overview board, even though the internal IDs are different.

This works across all boards, all projects, and all duplications — because we never hardcode label IDs.

Data Transfer vs Monday.com Native Automations: Side-by-Side Comparison

Feature	Monday.com Native Cross-Board Automations	BoardBridge Data Transfer
Column types supported	4-6 types (text, number, date, limited status/dropdown)	10 types (text, long text, email, phone, number, date, dropdown, status, checkbox, location)
Status/dropdown mapping	By ID (breaks across boards)	By text (works across any board)
Email column formatting	Transfers as plain text	Transfers as email object with correct formatting
Phone column formatting	Transfers as plain text	Transfers with country code and phone number separated
Checkbox support	✗ No	✓ Yes
Location column support	✗ No	✓ Yes (lat/lng/address)
Long text preservation	Limited (sometimes truncates)	Full text with line breaks preserved
Number formatting	✓ Yes	✓ Yes
Date timezone handling	Limited	ISO 8601 format (YYYY-MM-DD)
Batch column updates	One column at a time (slow)	All columns in one API call (fast)
Works after board duplication	✗ No (board ID references break)	✓ Yes (board IDs remapped automatically)

What Data Transfer Unlocks

1. True CRM → Project Automation

When a deal closes, all client data flows instantly into the project workspace. No copy-pasting, no manual data entry, no risk of typos.

Example:

• CRM deal: “Smith Wedding” marked “Won”
• 9 project boards created
• Event Overview board populated with: client name, date, venue, email, phone, event type, priority, budget, notes
• Band Confirmations board populated with event name and date
• Travel board knows venue city for airport mapping

2. Multi-Board Data Sync

When one board’s data changes, related boards can auto-update.

Example:

• Event date changes on Event Overview → Travel board items auto-update with new arrival/departure dates
• Venue changes → Lodging board items auto-update with new hotel recommendations
• Budget changes → Production board visibility into updated budget cap

3. Roster Population with Full Details

When loading team members from a roster board to a Confirmations board, you can transfer 5+ columns of member data (not just names).

Example:

• Roster board: Name, Email, Phone, Role, Dietary Restrictions
• Confirmations board: All 5 columns populated automatically when roster is loaded
• No need to manually copy contact details

4. Accurate Status/Dropdown Values Across Templates

When duplicating boards, status and dropdown values remain correct even though label IDs change.

Example:

• Template board has Priority status with “High”, “Medium”, “Low”
• Duplicate 100 project boards
• All 100 boards have “High”, “Medium”, “Low” correctly mapped (not broken)

How to Set Up CRM → Project Board Data Transfer

Here’s a step-by-step guide to setting up automated data transfer:

Step 1: Map Your Columns

List which CRM columns should map to which Event Overview columns:

CRM Column	Event Overview Column	Column Type
Client Name	Client Name	Text
Event Date	Event Date	Date
Venue City	Venue	Location
Client Email	Contact Email	Email
Client Phone	Contact Phone	Phone
Event Type	Event Type	Dropdown
Priority	Priority	Status
Budget	Budget	Number
Notes	Notes	Long Text
Contract Signed	Contract Status	Checkbox

Step 2: Configure Data Mapping in BoardBridge

In the BoardBridge admin panel:

• Select source board: CRM Deals
• Select target board: Event Overview (template)
• Add column mappings (one per column pair)
• BoardBridge detects column types automatically

Step 3: Test with One CRM Deal

Mark a test CRM deal as “Won.” Verify:

• Project folder and boards created
• Event Overview board has all 10 columns populated correctly
• Text, dates, emails, phones, dropdowns, statuses, checkboxes all formatted correctly
• No data loss or formatting errors

Step 4: Check Data Transfer Logs

In the BoardBridge admin panel, review the data transfer log:

• Which columns were mapped
• Which values were transferred
• Success or failure status per column
• Any warnings (e.g., “target board missing matching column”)

Step 5: Duplicate Boards and Verify

Duplicate the Event Overview template board. Mark another CRM deal as “Won.” Verify:

• Data transfer references the NEW Event Overview board (not the template)
• Status/dropdown values transfer correctly even though label IDs differ
• All 10 column types continue to format correctly

Try BoardBridge: 10 Column Types Formatted Correctly

Data transfer with 10-column-type support is included in BoardBridge’s core multi-board project creation workflow. No code, no manual reformatting, no data loss.

What you get:

• Text, long text, email, phone, number, date, dropdown, status, checkbox, location columns (10+ types)
• Status/dropdown mapping by text (not by hardcoded IDs that break across boards)
• Correct API formatting per column type (respects Monday.com’s schema for each type)
• Batch column updates (all columns in one API call, faster and more reliable)
• Data transfer survives board duplication (board IDs remapped automatically)
• Full execution logging (see exactly which columns transferred and which ones failed)
• Error handling (if a column mapping fails, the automation logs it and alerts you)

Book a free consultation to see how data transfer works with your board structure: https://calendly.com/rp-spaceo/call-with-rakesh-est-timezone

FAQ

Can I map columns with different names between boards?

Yes. The source column “Client Name” can map to a target column called “Company Name” or “Organization.” You specify which source column maps to which target column during setup.

What if the source board has a column the target board doesn’t have?

The mapping for that column is skipped, and the other columns transfer normally. You’ll see a warning in the automation log: “Source column ‘Budget’ not found on target board—skipped.”

Can I transform data during transfer (add a prefix, concatenate fields)?

Yes. You can use dynamic variables. Example: Set target “Event Name” to "[YEAR] {{Client Name}}" which becomes "2026 Smith Wedding" on transfer.

Does data transfer work when duplicating boards?

Yes. When a board is duplicated, all column values transfer to the new board, and data mappings are remapped to reference the new board’s columns. Automations don’t break.

What’s the fastest way to transfer 50+ columns at once?

Batch updates. BoardBridge sends all column values in one API call instead of 50 separate calls. This is both faster and more reliable.

Can I transfer data from a lookup/formula column?

Lookup and formula columns are read-only. You can read their values and transfer them as text to a text column on the target board, but you can’t write to them on the target board.

Do I need to wait for the first item to create before transferring data to it?

No. Data transfer happens as part of the same automation that creates the item. The item is created, and columns are populated, all within 1-3 seconds.

What happens if an email column has an invalid address?

The email transfers as-is. Validation happens at send-time, not at transfer-time. If the target board’s email column requires validation, it will flag the error and you can correct it manually.

Can I preview what data will transfer before running the automation?

Yes. In the automation preview, you can see which source columns map to which target columns and what the current values are. This helps catch mapping errors before going live.

Final Thoughts: Data Should Flow Automatically, Formatted Correctly

When a CRM deal closes or a client signs a contract, you shouldn’t need to manually copy client name, email, phone, event date, venue, and budget from one board to another.

You shouldn’t spend time reformatting phone numbers or worrying about status label IDs breaking because they differ between boards.

Data should flow automatically, formatted correctly, every time.

monday.com’s native cross-board automations get you partway there—but they fail on status/dropdown mapping, lack support for 6+ column types, and break on board duplication.

BoardBridge fills the gap: 10+ column types, text-based label mapping, correct formatting, batch updates, and automation cloning that survives duplication.

See it in action. Book a consultation: https://calendly.com/rp-spaceo/call-with-rakesh-est-timezone