Mastering Make.com: A Comprehensive Guide to Updating Excel Values to Monday Items

Hey there, Make.com users! Today, we're going to tackle a common problem that many of you have been facing: updating values from a Microsoft Office 365 Excel to Monday via Make. Specifically, we're going to look at how to update specific values to a Monday Item using the "update column values of a specific item" function. The tricky part? Figuring out the Item ID of the Monday board and making it dynamic. Let's dive in!

Understanding the Problem

So, you've got your Excel worksheet and you're watching the rows, getting the values. You're ready to update specific values to a Monday Item. But wait! You need to know the Item ID of the Monday board, and you want it to be dynamic. You've got a field in your Excel that equals to the "Item" on Monday. You've tried using it as the Item ID, but you're getting an error. It seems the Name coming from the Excel is not the Item ID. So, how do you update an item specific column value if all you have is the item name and not the Item ID? Good question!

Step-by-Step Solution

Here's the solution: you need to use the "search items in the board by column values" module. The column ID to search is "name". This will return the Item ID if the board has a matching item with this name. Here's how to do it:

  1. Start with the "Watch worksheet rows" function in Excel.
  2. Get the values you want to update.
  3. Go to the "search items in the board by column values" module in Monday.
  4. Enter "name" in the "column ID to search" field.
  5. This will return the Item ID if the board has a matching item with this name.
  6. Use this Item ID to update specific values to a Monday Item.

Troubleshooting Tips

If you're not seeing the Item ID, it might be because the function didn't find the item. Make sure the item name in your Excel matches exactly with the item name in Monday. Also, remember that the column ID to search is "name", not "Item".

Summary

Updating values from Excel to Monday via Make can be a bit tricky, especially when it comes to figuring out the Item ID of the Monday board. But with the "search items in the board by column values" module and the right column ID to search ("name"), you can find the Item ID and update specific values to a Monday Item. Remember to double-check your item names and column IDs, and you'll be updating values like a pro in no time!

You do have further questions?

Ask your question via E-Mail: Richard@make-app.de
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