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

  1. Export the CSV again from the source system and re-download it.
  2. Open the board, choose the import option, and upload the file.
  3. Re-do the column mapping — monday.com does not remember the last one.
  4. Check the board for duplicates, because the import created new items rather than updating existing ones.
  5. Fix the rows that landed in the wrong column and repeat the upload.

The scheduled route

  1. Upload the CSV once and map its columns to board columns.
  2. Choose a key column (an order id, a SKU, an email) and turn on upsert so matching rows update instead of duplicating.
  3. Pick a schedule: hourly, daily at a time and timezone, weekly, or a cron expression.
  4. 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.
  5. 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.

Other sources