Import guide

Import Excel into monday.com on a schedule

Spreadsheets keep running processes alive: the planning sheet, the pipeline sheet, the one only one person understands. They are also edited constantly, which is exactly why a one-off import goes stale within a day.

Boardfeed reads an .xlsx workbook, imports a sheet you name into a monday.com board, and repeats it on a schedule — updating the items that already exist rather than adding them again.

Doing it by hand, every time

  1. Re-save the workbook as the source team keeps editing it.
  2. Upload it through the board’s import, then map every column by hand again.
  3. Reconcile the rows that were added twice because the last import created new items.
  4. Chase the cells that came through as text because the column was formatted as text in Excel.

The scheduled route

  1. Upload the workbook once and choose which sheet to read.
  2. Map the header row to board columns and save the mapping.
  3. Schedule the run — daily before standup, weekly on Friday, or any cron expression.
  4. Boardfeed reports created, updated, skipped and failed rows for every run.

Field mapping notes for Excel

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.

  • Formulas: values are read as Excel calculates them, so a column that only looks empty because it depends on an unsaved calculation can come through blank. Save the workbook before the export that feeds the import.
  • Dates: Excel stores dates as serial numbers. Boardfeed converts them using the workbook’s own date system, which fixes the classic off-by-one-day problem for 1904-format files.
  • Merged cells: only the top-left cell of a merged range holds a value. Unmerge the header block before importing, or the row will read as mostly empty.
  • Multiple sheets: one import reads one sheet. Point a second schedule at another sheet when a workbook holds several tables.
  • Number formats: percentages and currencies are stored as the underlying number (0.15, not 15%). Map them to a numbers column and format them in monday.com.

Excel import questions

Does the workbook have to be uploaded again when it changes?
No. Upload it once and the schedule re-reads it. If the file lives in Google Drive or SharePoint, export it to a Google Sheet and let Boardfeed read that instead — see the Google Sheets import guide.
Which Excel formats are supported?
xlsx workbooks. Legacy .xls files should be re-saved as .xlsx, and a CSV export is read by the CSV import path.
What if someone renames a column in the spreadsheet?
The run reports the column as missing instead of writing data into the wrong place. Re-map that column and the next run picks it up.

Other sources