Ever wanted to have all the data in your Excel spreadsheets conveniently located in a monday board? No need to worry, as you can easily import everything you need from your Excel files directly into your monday account.

Import your data from an Excel file

To start, click on your profile picture on the top right corner of your screen and click on Import Data:

Next, click on Excel in the popup window that opens up:

Drag your Excel file into the popup in the center of the screen or select the Click to browse option to choose the spreadsheet you want to upload. For the import to work properly, the spreadsheet must have more than one column. 

Once you've selected your file, your data will be uploaded. Click on Let's customize your new board to make sure everything appears exactly how you want on your monday board.

Select the row in your spreadsheet that you want to become the column titles, and then click on Next. Remember that everything above your first row will not be imported into your board.

On the next popup, select the column in your spreadsheet that will become the first column in your board (which will become the names of your items), and then click on Next.

Our system will suggest column types that it detects are a good fit for your data, but you can change them manually by clicking on the drop-down menu for each column and selecting.

You can only import columns as a Number, Status, Email, Date, or Text column. You can also change the column type after the import is done.

If your column has 9 or fewer labels, the column suggestion on your imported sheet will be status. If your columns have more than 9 labels, the column suggestion on the import will be text.

When you're done, click on Create Board.

That's it! Now you can see all of your data in a monday board.

Note: When importing dates, they must be formatted in ISO format. This means that they must show 4 digits for the year, 2 digits for the month, and 2 digits for the day. For example: 2021-10-23.

Import data into an existing board

You can import data from an Excel sheet or a CSV into a pre-existing board as well. Here's how:

Import from Excel or CSV

For this example, let's say you need to import the following Excel sheet into your existing board:

Click on the arrow beside the New Item button at the top of the board and select Import Items from the dropdown menu.

Your New Item button may be called New Contact, New Project, or something similar.

On the next screen, you can either drag your Excel or CSV file into the frame or choose click to browse to select the document from your computer. Once the file has been successfully uploaded, click on Next.

Choose the column from your Excel document that you would like to appear as the item name on your monday.com board:

On the next screen, you will be asked to map the columns in your Excel document to the columns on your monday.com board. Columns that you do not map will not be imported.

The available column types for importing include the Numbers, Text, Date, Email, Dropdown, Timeline, and Phone columns. Any other column types will not be updated through the import but you can change the column type later.

The final step will ask you to choose how to handle duplicates:

When you're done, click on Start import.

Import parameters

When importing a file to your board, there are two sets of parameters to consider in terms of how many columns and rows can be imported at a time.

• Import to a new board - In this case, you can select a file containing up to 100 columns and 8000 rows, however, only the first 50 columns will be imported. If you try to upload a file that exceeds this limit, you'll see an error message asking you to reduce the file size first. 
  
  

• Import to an existing board - In this case, you will be able to import up to 100 columns and 8000 rows. If your file contains more than this, you'll see an error message asking you to reduce the file size.
  
  

Copy and paste multiple items

You can easily copy and paste multiple items from your Excel spreadsheet directly into your monday board. Check out this article to see how simple it is.

Limitations

• Before importing your Excel file, please make sure that the spreadsheet isn't a protected sheet, otherwise the data will not upload to your monday account.
• If your Excel spreadsheet contains multiple tabs, only the first tab will import. Subitems from Excel will be imported as items onto your monday board, after which you can manually convert them to subitems. 
• Copying and pasting multiple items only available for the first column on an existing board, meaning that you cannot paste a list of data into other columns. 
• The following file types are supported in the import: .xlsx, .xls, and .csv. As of now, XLSM files are not supported.
• Data cannot be imported to the Updates Section. The data will be imported to a column on the board, after which you can change the column type or move the data around as needed

Tip: Want to master importing and exporting data from Excel and more? Take our self-paced monday academy course and earn a badge when you complete it!