Import guide
Import CSV into monday.com on a schedule
A CSV file is the most common way data arrives: an export from a finance system, a supplier list, a weekly report someone emails you. The hard part is never the first import — it is the second one, next Monday, with the same file and a new set of rows.
Boardfeed imports a CSV into a board on a schedule you choose, matches rows to existing items on a key column, and shows you the rows that will fail before it writes anything.
Doing it by hand, every time
- Export the CSV again from the source system and re-download it.
- Open the board, choose the import option, and upload the file.
- Re-do the column mapping — monday.com does not remember the last one.
- Check the board for duplicates, because the import created new items rather than updating existing ones.
- Fix the rows that landed in the wrong column and repeat the upload.
The scheduled route
- Upload the CSV once and map its columns to board columns.
- Choose a key column (an order id, a SKU, an email) and turn on upsert so matching rows update instead of duplicating.
- Pick a schedule: hourly, daily at a time and timezone, weekly, or a cron expression.
- Read the preview: Boardfeed lists the rows it will create, the rows it will update, and every row it cannot map, before the run starts.
- Every run is recorded with counts, and the failed rows are downloadable as a CSV to fix and re-import.
Field mapping notes for CSV
This is the part that decides whether an import works on the first try. Everything below is handled in the mapping step, before a run is scheduled.
- Encoding and quoting: files exported from Windows tools are often UTF-8 with a BOM or Windows-1252. Both are handled, and quoted fields containing commas, quotes and line breaks stay intact.
- Leading zeros: ZIP codes, SKUs and phone numbers lose their leading zeros in a numeric column. Map them to a text column instead of a numbers column.
- Dates: 03/04/2026 is ambiguous. Boardfeed reads the file’s date format, but the reliable fix is to export ISO-8601 (2026-03-04) from the source system.
- Delimiters: comma, semicolon and tab files are all accepted; the delimiter is detected from the header row.
- Empty cells: by default an empty cell leaves the existing value alone. Clearing a column is a deliberate choice in the mapping step, not a side effect of a blank cell.
CSV import questions
- Does a scheduled CSV import create duplicate items?
- Not when upsert is on. Boardfeed matches each incoming row against the key column you choose and updates the item it finds; it only creates an item when no match exists. Rows that duplicate each other inside the file are removed before the run.
- What happens to rows that fail to map?
- They are listed per row before the run with the reason — an unresolvable status label, a malformed date, a value monday.com rejects — and written to an error CSV afterwards. The good rows still import.
- Can I import the same CSV to several boards?
- Yes. A source can feed more than one board with its own mapping and its own schedule, so one export can drive a sales board and an ops board at once.