Import board data from Excel

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

This automation is useful if your daily tasks in monday.com are imported from an external system such as SAP or others. You external system can export to an Excel file hosted in SharePoint with all the new items in the Excel file, and then the automation reads the items from Excel and populates a monday.com board.

This automation imports the entire file regardless of the current content of the board.

If the automation is triggered twice on a file with the same content, each row in Excel will appear twice in the board.

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

Permission updates

• Added permission for the OAuth boards:write scope for this automation