At monday.com, we offer both import and export Excel functionalities. 🎉 Keep reading to learn how it works!
Import from Excel
With just a simple upload you can turn your Excel spreadsheets into a beautiful board in just a few steps.
(Video based on old layout of monday.com - see pictures below for the new layout)
Click on your profile picture (avatar) located on the bottom left corner of your screen and select "Import Data".
In the "Import Data" page, select Excel.
A pop will appear to upload your Excel sheet
- Either drag or browse for the Excel sheet you'd like to import
- Next you will have the ability to customize your new board this will allow you to manually control the board layout. or "Upload file again."
If you selected "Adjust your excel" follow the below:
- Follow the steps provided, starting with choosing your Headers
- Select the column you'd like to be the First column
- Select your column types. The System will suggest column types for you, you can manually change this by clicking the drop down menu.
- Select "Create Board" and you have your new board!
Export from Excel
- Export a board
Click on the "three dots" menu on the upper right hand side of the board. Then choose Export to Excel - that's it!
- Export a pulse
Click on the pulse you'd like to export to Excel and then click the Hamburger Menu Icon (3 lines) on the upper right hand side of the pulse. Then choose Export to Excel and that's it!
- Export multiple pulses at once!
You can export multiple pulses to Excel at once by using the batch actions:
Hover over the color line of one of the pulses you'd like to export.
- Use the boxes to select the pulses you'd like to export.
- As you select pulses, you will find the count of pulses with actions at the bottom of the screen.
- Click on "Export", and you'll be able to export to Excel all the pulses selected!
To learn more about internal integrations, feel free to check out this article.
How to import data from Excel into an existing board?
To import data from Excel into an existing board, you can use the "add heaps of pulses" feature. In one click, you will be able to paste a list in Excel into your existing board as new pulses.
Export account Data
In one click, you can export your account data - all of the account’s boards (including Shareable and Private boards) will be packed into a ZIP file with any files you might have in those boards. This feature can be granted upon request to Admins - send an email to us on email@example.com
If you require further support to migrate your data we do have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!
For any further questions, don't hesitate to reach out to our customer success team right here. We are available 24/7!