Beginner
How to import Excel data on Monday.com
Quick Answer
Import Excel data to Monday.com by creating a new board, clicking the Import button, selecting your Excel file, and mapping columns to Monday.com column types. The platform automatically converts Excel rows into board items with proper data formatting.
Prerequisites
- Active Monday.com account
- Excel file with properly formatted data
- Board creation permissions in your workspace
1
Prepare your Excel file
Ensure your Excel data is clean and organized with headers in the first row. Remove any empty rows, merged cells, or special formatting that might interfere with the import. Save your file in
.xlsx or .csv format for best compatibility.Tip
Keep column headers simple and descriptive - they'll become your Monday.com column names
2
Create a new board or select existing board
Navigate to your Monday.com workspace and click the + Add button in the sidebar. Select Board to create a new board, or choose an existing board where you want to import the data. Give your new board a descriptive name that reflects your Excel data content.
Tip
If importing to an existing board, make sure the structure aligns with your Excel data
3
Access the Import feature
In your board, look for the three dots menu (...) in the top-right corner of the board header. Click it and select Import from Excel or Import data from the dropdown menu. Alternatively, you can click the + Add item button and select Import from Excel.
4
Upload your Excel file
In the import dialog, click Choose file or drag and drop your Excel file into the designated area. Monday.com will process the file and display a preview of your data. If your Excel file has multiple sheets, select the specific worksheet you want to import from the dropdown menu.
Tip
File size limit is typically 20MB - consider splitting larger files
5
Map Excel columns to Monday.com column types
Review the column mapping interface where Monday.com suggests column types for each Excel column. Click on each column header to adjust the column type (Text, Numbers, Date, Status, etc.). Ensure the mapping matches your data - for example, map date columns to Date type and status information to Status type.
Tip
Take time to set correct column types now - it's harder to change them later
6
Configure import settings
Choose whether to create a new board or add to existing board. Select if you want to skip the first row if it contains headers. Review the preview to ensure your data looks correct, and check the number of items that will be imported.
Tip
Always preview your data before final import to catch any formatting issues
7
Complete the import process
Click the Import button to start the process. Monday.com will show a progress indicator as it imports your data. Depending on file size, this may take a few seconds to several minutes. Once complete, you'll see a confirmation message with the number of items successfully imported.
Tip
Don't close the browser tab during import to avoid interruption
8
Review and organize imported data
After import, review your board to ensure all data transferred correctly. Check that dates, numbers, and status values display properly. Use Monday.com's sorting and filtering options to organize your data, and consider adding additional columns like Person or Timeline to enhance project management.
Tip
Set up automations and notifications after import to maximize Monday.com's capabilities
Troubleshooting
Excel file won't upload or shows format error
Ensure your file is in .xlsx or .csv format and under 20MB. Remove any password protection, macros, or complex formatting. Try saving the Excel file as a new copy to eliminate corruption issues.
Date columns importing as text instead of dates
In the column mapping step, manually change the column type to Date. Ensure dates in Excel follow a standard format like MM/DD/YYYY or DD/MM/YYYY. Avoid text-based date formats like 'January 1st, 2026'.
Some rows missing after import
Check for empty rows or merged cells in your Excel file that may disrupt the import. Ensure all data starts from the first row with headers. Large files may have partial imports - try splitting into smaller files.
Column data appears in wrong Monday.com columns
Return to the column mapping step and verify each Excel column is mapped to the correct Monday.com column. Pay attention to column order and ensure headers match your intended structure. Re-import if necessary after fixing mappings.
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