Who can use this feature

Available on monday CRM

Available on all plans

monday CRM makes it easy to keep up with your established contacts and your new leads. While monday CRM provides tools to collect your contacts and leads within the platform, leads can come from multiple sources. To help you keep everything centralized, use this guide to import your contacts and leads from Excel. 

Steps

For this example, we're importing existing contacts from an Excel document. Begin by opening your board and then opening the New contact dropdown menu. Select Import contacts from the menu:

Select the Browse button to choose a file from your computer, or you can drag and drop a CSV file into the import window:

After uploading a file, you will see a list of your file's columns alongside your board's columns. Use the Add items to dropdown to choose which group your imported items are added to. Select New group to create a new group, or choose an existing group on your board.

For each column in your file, open the Select column dropdown and choose an existing board column to match it to, or select Create new column to add it as a new Text column, or Don't import column to exclude it.

Repeat this step for each column to ensure that all imported information is routed to the correct destination. Any column you don't map individually follows the default you set in the Unmapped columns dropdown above the table.

The next screen, Set duplicate behavior, will ask you how to handle imported rows that match items already on your board. You have three options:

• Add as new items: This option imports all rows, even if they already exist on your board, and is selected by default.
   
• Skip: This option excludes rows that already exist on your board. Select a column to determine what counts as a match. For example, if you choose the Email column, a row will be excluded if its email address already appears on your board.
   
• Update: This option overwrites existing items with your imported data. Select a column to determine what counts as a match. For example, if you choose the Phone column, an item will be updated with your imported data if the phone number matches an item already on your board.

When you click Import Now, the import window will close, and you'll see a progress bar in the bottom right corner of your board:

When the import is complete, you'll see a green banner at the top of your screen confirming that the import was successful, along with the option to download a CSV summary. 

Supported fields

The following fields are supported when matching columns to your board:

• Name
• Status
• Link
• Email
• Long text
• Numbers
• Text
• Phone
• Date
• People
  • If a team member and team have the same name (i.e. Jeremy), you must preface the values in your spreadsheet with user: or team: for them to match correctly during import

Limitations

There are a few limitations to be aware of:

• You can only upload one file at a time per board.
• You can only upload 100 files per account per hour. If you try to upload a file at this point, you will receive a notification that you've reached your limit for the time being.
• Your imported file must have fewer than 50 columns and 8,000 rows.
• Your imported file must be 10 MB or less.
• If you are importing to your Leads board and your board automations are active, the status of your imported items will change to New Lead. To avoid this, you can temporarily turn off your automation before importing.

Tip: Looking for more hands-on guidance? Visit go-to-partners, monday.com’s partner marketplace, to connect with certified partners who offer paid services for setup, integrations, workflow design, data migration, team training, and more.