Boardfeed

Import guide

Import a SharePoint or OneDrive file into monday.com

A lot of the data a monday.com board wants is already a file: an export somebody runs every Monday, a workbook the finance team keeps up to date, a CSV a colleague drops into a shared folder. The file is the live thing, and the board is a copy of it — so uploading it again after every change is the part nobody keeps doing.

Boardfeed reads **one** CSV or Excel file that lives in OneDrive or SharePoint on a schedule. The credential is not a key you paste: you connect the Microsoft account that can read the file, once, and Boardfeed stores the account — not the token — against the source. The file itself is never copied anywhere: it is read a row at a time, straight from the drive it is in.

Last checked : the two ids one file is addressed by, the redirect the download follows, the 100 MB ceiling and the reader options, read off the connector — whose endpoints and whose content-host list are recorded with their URLs in docs/connectors.md § SharePoint / OneDrive

Doing it by hand, every time

  1. Ask the person who owns the workbook to send you the latest copy, or find it in the shared folder yourself.
  2. Download it, upload it to the board, and map its columns again.
  3. Do that every time it changes, and keep a note of which copy is on the board.
  4. Find out later that somebody added a column and the mapping quietly stopped filling it.

The scheduled route

  1. Connect the Microsoft account that can read the file. Boardfeed opens Microsoft’s own consent screen in a small window and asks for **read-only** access to your files, then stores the connection encrypted (AES-256-GCM). No token ever reaches the board, the browser or a log, and you can revoke the account from the Support tab at any time.
  2. Type part of the file name and press **Check connection**. Boardfeed searches the drives the account can reach — its own drive and the files shared with it — and lists the CSV and Excel files it finds, each with the day it last changed. Choosing one fills in which file to read; only the files this reader can open are offered.
  3. Set the reader options the upload would ask for: whether the first row holds the column names, which separator a CSV uses if it is not a comma, and which sheet of a workbook to read. Leave them alone for a normal file and Boardfeed works them out from the file itself.
  4. Choose how the rows are matched — an order id, an email, a date and a reference — and run it in **update matching items** mode. Every run then updates the items it wrote last time instead of adding a second copy of every row, which is what makes a schedule safe on a file that is rewritten in place.
  5. Leave the schedule on and stop thinking about it. The file stays where it is, whoever edits it edits it there, and the board is read from it again on the next run.

Field mapping notes for SharePoint and OneDrive files

This is the part that decides whether an import works on the first try. Everything below is handled in the mapping step, before the first run.

  • One row of the board is one row of the file, and its fields are the file’s own column names — the header row, as it is spelled there. Renaming a column in the file and re-running the import reports the mapping as changed rather than silently importing an empty column.
  • An Excel workbook is read the way a reader sees it: a date-formatted cell arrives as a date, a number as a number, and a formula cell as the value the formula computed to. Boardfeed does not read the formula, so a column you calculate in the workbook imports as the numbers it produced.
  • Only the sheet you chose is read. A workbook whose first tab is a cover page reads the wrong thing if you leave the sheet field empty, so a file like that is one to point at its data tab.
  • The file is read when the run starts, and every run reads the whole file. A row that disappears from the file is therefore **not** deleted from the board — nothing here is a mirror — so a board that should only hold what the file holds wants a filter on it, or a delete of the items a run did not touch.
  • A file bigger than 100 MB is refused with a sentence saying so, which is the same ceiling the upload has. A CSV is read a row at a time and never held whole; a workbook is opened by the workbook reader, which is the same one the upload uses.

SharePoint and OneDrive files import questions

Do I need an Azure app registration or a client secret?

No. You connect a Microsoft account from the source dialog and Microsoft asks that account whether Boardfeed may read your files — read-only, and nothing else. There is no key to create, paste or rotate, and nothing to configure in a settings page.

Which files can it see?

The CSV and Excel files the connected account can reach: its own OneDrive, and the SharePoint sites and files shared with it. The search matches on the file name, so typing part of the name finds it; a file that was renamed is still found under its new name, and a file moved to another drive is found at its new address. Only `.csv`, `.tsv`, `.txt`, `.xlsx` and `.xlsm` files are offered.

Where does the file have to live?

Anywhere the connected account can read it — a personal OneDrive, a SharePoint document library, or a file somebody shared with that account. Boardfeed reads it where it is: nothing is copied into monday.com, and nothing is copied onto Boardfeed’s own servers.

What happens if the file is renamed or moved?

A renamed file keeps its id, so a scheduled import keeps reading it and the board keeps filling. A file moved between drives is a different address, and the run fails with a sentence saying the file could not be read — open the source dialog, search for it again and choose it, and the import continues with the mapping it already had.

What happens if the connected account is revoked or expires?

The next run fails with a sentence naming the account, recorded in the run history like any other source error, and nothing is written to the board. Reconnect the account from the source dialog and run it again. Disconnecting an account in the Support tab also names the imports that read it before it revokes anything, so you can see what a disconnection would break.

Does Boardfeed write anything back to the file?

No. The permission it asks for is read-only, the connector only reads, and the download follows one redirect to Microsoft’s own content host and no further. The connected account can be revoked from the Support tab, which tells Microsoft to forget the grant and removes the stored connection.

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