Embedded Files
What
What
This page will provide a guide for MAG employees to incorporate data from sheets into Monday.com
Who
Who
All Staff + James
When
When
Day-to-day operations
Where
Where
Monday.com
Why
Why
Importing your sheets into Monday.com can help you manage your data more effectively, collaborate more powerfully with your team, and streamline your workflows.
You can easily import your projects from Google Sheets to Monday.com using the following steps
You can easily import your projects from Google Sheets to Monday.com using the following steps
Step 1
Step 1
To access this import, go to the avatar icon at the bottom left of your screen > select Import Data. From this menu, click on Google Sheets.
To access this import, go to the avatar icon at the bottom left of your screen > select Import Data. From this menu, click on Google Sheets.
Step 2
Step 2
After selecting Google Sheets, you will need to connect your Google drive and monday.com. Press sign in and select the google account you'd like to connect. Once connected, you can access the sheet you'd like to import.
After selecting Google Sheets, you will need to connect your Google drive and monday.com. Press sign in and select the google account you'd like to connect. Once connected, you can access the sheet you'd like to import.
Now select a file from the drive that you'd like to import. This file will create a new board in your monday.com account.
Now select a file from the drive that you'd like to import. This file will create a new board in your monday.com account.
Step 3: Configuration
Step 3: Configuration
Next, you'll need to configure the import through a series of 3 prompts.
Next, you'll need to configure the import through a series of 3 prompts.
First Prompt
First Prompt
Map the row that you'd like to be the first row of the new board. If it is not the row that is highlighted by default, you can select another row by clicking on this row. Once selected, press Next.
Second Prompt
Second Prompt
Which column should be the first column on the board? Select the desired column and press next.
Note: When selecting the Header and First column, everything to the left and above the selections will not be included in your board.
Third Prompt
Third Prompt
Determine the column type of each column that you are importing.
Note: There are a limited number of column types that our import supports. To see your options for each column and to switch the column type, select the down arrow from the column header.
Limitations
Limitations
The import limitation is 3,000 rows and 20 columns. If your file is larger than this, the import will cut off at this limitation.
Once on monday.com, you can change the column types of your imported board. To do this, go to the column header > select the down carrot to launch the column menu > select 'Change Column Type' > and select the available columns to change.
Imports create a new board in your account. If you'd like to import to an existing board, you can do so by importing from the board directly. This import supports adding new items to the board but is not a full mapping of columns. Go to the 'New Item' button > down carrot > import items > copy and paste a list of items to import from your Google sheet.
Note: There is currently no way to import several tabs at once. If your Google Sheet has multiple sheets/ tabs, it is recommended to import each tab individually.
Last Update Date: 15/06/23
Updated By: Lesley
Page updated
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