How to Import Excel into Monday.com ?
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Monday
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1 month ago
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Monday
8 Steps
Importing Excel into Monday.com allows you to seamlessly transfer your existing spreadsheets into a visual, collaborative workspace. This feature is perfect for teams transitioning from traditional spreadsheet management to a more interactive platform. With just a few clicks, you can upload your Excel file and automatically convert rows into items and columns into fields on a board. This saves time, reduces manual data entry, and ensures a smooth migration of important project data. Once imported, you can customize your board, apply automations, and assign tasks, making your workflow more efficient and transparent. It’s a simple way to modernize your project management.
How to Import Excel into Monday.com ?
|
Monday
|
Monday
8 Steps
2
Click on the "Add item to workspace"
Click add Item to workspace to include the selected item in your current workspace.
3
Click on the "Import data"
Click import data to upload and bring external information into the system.
4
Click on the "Excel / CSV"
Click excel / csv to import or export data using a spreadsheet file.
5
Click on the "Drag file here"
Click on Browse to open your file explorer and select a file to upload.
6
Click on the "Let's customize your new board"
The file is uploaded—now click let's customize your new board" to personalize its layout and settings.
7
Click on the "Next"
Click the next button to proceed to the following step in the process.
8
Click on the "Create Board"
Click create board to start a new board for organizing tasks or projects.
