Import board data from Excel

The following functionality is coming soon, and details may change

Every time period, import from an Excel file hosted on a SharePoint site.

How the automation works

Here’s a walkthrough video to show how the automation works:

Reference

Requirements for the spreadsheet file:

• The file will be located on a SharePoint site (OneDrive is not currently supported).

• The file will be in XSLX format.

• There will be only one worksheet in the file.

• The first row in the worksheet will contain the column titles

• All columns in the Excel file will be named after the title of the column in monday.com.

  • Columns are matched when the lower case version of the column in Excel matches the lower case version of the column name in monday.com.

  • Columns are matched by the title of the column in monday.com rather than the ID of the column

• Each column in the Excel file will have a unique name.

• The item name will be in a column named “Name”.

Supported column types

The following column types are currently supported

• Name

• Date

• Email

• Link

• Long text

• Numbers

• Phone

• Status

• Text

Limitations

The following column types are not currently supported (see Column types reference):

• People

• Dropdown

• Timeline

• Time_tracking

• Checkbox

• Tags

• File

• Location

• Rating

• Button

• Formula

• Vote

• Hour

• Week