Formula to column app – FormulaSync Documentation

How to use and navigate in the app

To get the most out of the FormulaSync app,follow this step-by-step guide to convert formula column results into actionable, editable data inside your monday.com boards.

Step 1: Installing and Accessing Formula Sync

Install the app and open the integration recipe

  1. Open the monday.com Marketplace and search for Formula Sync.
  2. Click Install App and select the workspace where you want to install it.
  3. Open the board where you want to use Formula Sync.
  4. Click Integrate at the top of the board.
  5. Search for Formula Sync in the integrations list and select the integration recipe.

Step 2: Configuring the Formula Sync Integration

Set up the source and destination columns

  1. Select the Formula Column that contains the calculated value you want to sync.
  2. Choose the Target Column where the calculated result should be written.
  3. Supported target columns include: text, Email, Phone, Link, Numbers
  4. The selected target column will store the synced formula output as editable data.

Step 3: Choosing Output Formats and Formatting Rules

Configure how formula results should appear

  1. Select the appropriate Output Format for your formula result: Text, Email, Phone, URL, Coordinates, Number
  2. Use Advanced Formatting Options when needed:

Text Formatting:

  • Uppercase
  • Lowercase
  • Capitalize

Number Formatting:

  • Zero Padding
  • Locale Formatting

Phone Formatting

  • US Format
  • UK Format
  • India Format
  • International Format

3. Review your configuration before saving.

Step 4: Activating and Managing Synchronization

Save the recipe and keep data updated automatically

  1. Click Save to activate the integration.
  2. Once saved, Formula Sync automatically performs a full board synchronization.
  3. Whenever data affecting the formula changes:
  • monday.com triggers an update event
  • Formula Sync recalculates the formula result
  • The updated value is written to the target column

4. This ensures synced values remain accurate and up to date without manual intervention.

    To Run a Manual Sync

    1. Open the Formula Sync Board View.
    2. Click Sync All Now.
    3. The app will process and update all items on the board.

    Step 5: Monitoring Results and Managing Synced Data

    Use the Board View Dashboard to review synchronization activity

    1. Open the Formula Sync Board View Dashboard.
    2. View synced formula outputs across board items.
    3. Check synchronization status to verify updates.
    4. Use Search and Filter tools to locate specific items.
    5. Copy synced values directly to your clipboard when needed.
    6. Click Sync All Now to manually refresh board data at any time.

    Supported Use Cases

    • Sales Teams: Create clickable email addresses and phone numbers from formulas.
    • Project Management: Generate URLs that link to external systems.
    • Operations Teams: Create navigation links using coordinate-based formulas.
    • Automation Workflows: Use formula outputs in editable columns for further integrations and automations.

    Best Practices

    • Ensure formula columns contain valid data.
    • Match the output format with the correct target column type.
    • Avoid creating synchronization loops between columns.
    • Use formatting options to maintain consistent data standards
    Troubleshooting

    Formula value not syncing

    • Verify the correct formula and target columns are selected.

    Invalid output format

    • Confirm the selected output type matches the destination column type.

    Synchronization delay

    • Updates occur automatically after changes are made.
    • Use Sync All Now if immediate synchronization is required.

    This workflow allows Formula Sync to transform static formula results into fully interactive and editable data that can be used throughout your monday.com workspace.