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Getting Started

Installation

Terminology

Master Board

This is the main board that brings together all items and subitems from your selected source boards.

Source Boards

These are the boards where your items and subitems come from. Items and subitems from these boards will be copied to the Master Board.

1. Install ‘Master Data By Mint’ app from monday.com apps marketplace. Choose the Workspace and Board. NOTE: You may choose any board at this step for the purpose of installation.

Board Structure

2. Set up your Master Board with the required columns.

    1. Make sure it includes all the columns that will receive data from your Source Boards and that each column has the same type as on the Source Boards.
    2. Then, the following seven columns need to be added to your Master Board:
      1. Board Name – Text column
      2. Group Name – Text column
      3. Source Item Id – Text column
      4. Source Item URL – Link column
      5. Parent Item – Text column
      6. Parent Item URL – Link column
      7. Item Status – Status column (Optional)
    3. Important
      • Required columns must have the exact names and types listed above. Otherwise, your configuration cannot be saved due to validation errors.
      • All other columns on the Master Board must also exist on the Source Board with the same name and type to be populated automatically.

2. Set up your Master Board with the required columns.

    1. Make sure it includes all the columns that will receive data from your Source Boards and that each column has the same type as on the Source Boards.
    2. Then, the following seven columns need to be added to your Master Board:
      1. Board Name – Text column
 Automatically populated with the name of the item’s parent (source) board.
      2. Group Name – Text column
 Automatically populated with the name of the group where the item is located on the source board.
      3. Source Item Id – Text column
 Automatically populated with the item’s ID from the source board.
      4. Source Item URL – Link column
 Automatically populated with a link to the item on the source board.
      5. Parent Item – Text column
 Automatically populated with the parent item name from the source board.
      6. Parent Item URL – Link column
 Automatically populated with a link to the parent item from the source board.
      7. Item Status – Status column (Optional)
 Only needed if the ‘Mark’ option is used in the Master Data by Mint board view. Statuses:
        • Active – default status
        • Deleted – if an item or subitem is deleted from the source board
        • Archived – if an item or subitem is archived on the source board
        • Moved – if an item or subitem is moved to another source board
Note: If an item is moved to another board, the Master Board will update the link and parent board name. Further changes will not sync unless the new source board is integrated with the Master Board.
    3. Important
      • Required columns must have the exact names and types listed above. Otherwise, your configuration cannot be saved due to validation errors.
      • All other columns on the Master Board must also exist on the Source Board with the same name and type to be populated automatically.
    4. Edge Case – People Columns
 To prevent double notifications when creating items on the Master Board:
      • Notifications are sent only from the first People column. Additional People columns do not trigger notifications.
      • Add two People columns on the Master Board: leave the first empty (and hidden if needed) and use the second for mapping.
    5. Source Board Structure
      • Columns on the Source Board must match the name and type of columns on the Master Board to sync automatically.
      • Columns with different names but the same type can be mapped manually in the Master Data by Mint Board View.

3. Install the Automation Recipe on the Master Board: Sync items from the source board(s) with the master board.

4. Install the Automation Recipe on the Source Boards: When item is created, updated, or deleted on the current board, replicate it on the master board in accordance to the criteria define in Master Data By Mint board view.

5. Map the columns from the source board to the Master board.

Supported Column Types

monday.com column type Is supported by app? Note
People Column
Status Column
Priority Column
Label Column
Text Column
Long Text Column
Numbers Column
Date Column
Timeline Column
Word Clock Column
Hour Column
Tags Column
Dropdown Column
Checkbox Column
Dependency Column
Connect Boards Column
Mirror Column
Link Column
Location Column
Country Column
Email Column
Phone Column
Creation Log Column
Auto Number Column
Item ID Column
Progress Tracking Column
Vote Column
Rating Column
Week Column
Button Column
Formula Column
Color Picker Column
Last Updated Column
Time Tracking Column
Files ColumnPossible to support but File column usage will highly affect the app’s performance.
Monday Doc ColumnPossible to support but Monday Doc column usage will highly affect the app’s performance.
Meeting Notes Column
Creative Brief Column

Limitations

Request a Feature

Got something in mind? We’re all ears! Send your ideas, feedback, or requests to masterdata@mintconsulting.org.

FAQs

Need some answers? We've got you covered.

The Master Data App is designed as a Data Repository, so the Sync is one way from Source to Master. The “Source item URL” and “Parent item URL” allow for quick navigation to specific items, and sub-items.

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Double check that you have followed the installation guide correctly which can be found here. If you have followed it correctly try uninstalling, and reinstalling the Master Data App. If you are still getting duplication issues, you can email masterdata@mintconsulting.org, or book in with our team here.

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Go for it!

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