Import list from Excel

monday.com Import from Excel: How to Bring in Subitems, Connected Columns, and More

Seamless data transfer is a cornerstone of efficient team collaboration—especially when migrating from spreadsheets to a more dynamic Work OS like monday.com. Whether you need to import subitems, map connected columns, or create an entirely new board, this guide will walk you through the monday.com import from Excel process step by step.

We’ll also highlight how to optimize your newly imported data for use with GetSign, ensuring smoother document workflows and eSignature processes.

Why Import Excel Data into monday.com?

Moving data from Excel to monday.com centralizes your information and automates repetitive tasks. Key advantages include:

• Collaboration: Multiple team members can access, update, and track items in real time.
• Automation: Use monday.com’s native automation features to send reminders, update statuses, or create tasks.
• Enhanced Visibility: Dashboards and reporting tools provide a visual overview of projects, deadlines, and inventory levels.

If you’re ready to leave behind static spreadsheets, read on to learn how to seamlessly bring your Excel data—subitems, connected columns, and all—into your monday.com boards.

Steps on how to import list from Excel

So, your team has embraced the shift to monday.com, but there’s still some vital data lingering on Excel. Lets work on import list from Excel:

Step 1: Prepare Your Excel File

Before you start importing, ensure your spreadsheet is ready. Remove duplicates, confirm consistent column headers, and decide which columns will become subitems or connected fields. Save your file as .xlsx or .csv.

Step 2: Initiate the Import Process

1. Open the existing monday.com board where you want to import data.
2. Click the arrow next to the “New Item” button at the top of the board.
3. Select “Import Items” from the dropdown menu.

Step 3: Map Excel Columns to monday.com Columns

1. Upload Your File: Drag or browse for your Excel/CSV file in the pop-up window.
2. Assign Item Name: Choose which Excel column represents the main “Item Name” in monday.com.
3. Match Additional Fields: For each column (e.g., “Email,” “Date,” “Status”), select the corresponding monday.com column type. Unmapped columns won’t be imported.

Step 4: Leverage GetSign for Document Workflows (Optional)

1. Install GetSign: Ensure GetSign is added to your monday.com board.
2. Select an Item: Open the item containing imported data.
3. Go to “GetSign” Tab: Generate and customize documents, mapping fields like “Email” or “Status” directly into the template.
4. Send for eSignature: Recipients can review and sign documents via a secure link. Track status updates in real time.

Benefits of Using GetSign After Import

Once your data is imported, GetSign enables you to:

• Generate Documents: Quickly create proposals, invoices, or contracts using your newly imported data.
• Automate eSignature Workflows: Send documents for signature without leaving monday.com.
• Track Document Status: Monitor which documents are signed, pending, or awaiting review in real time.
• Build Online Fillable Forms: Transform your columns into form fields, collecting data seamlessly from clients or teammates.

Use Cases: When to Import Excel Data into monday.com

1. Team Onboarding: Migrate existing task lists, employee records, or project data to a centralized board.
2. Sales & CRM: Convert lead information from Excel into a dynamic pipeline within monday.com, then automate follow-ups.
3. Inventory Management: Move stock counts, supplier details, and pricing from spreadsheets into monday.com for real-time updates.
4. Project Management: Import tasks, deadlines, and resources to quickly build project timelines and subitem breakdowns.

See GetSign eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.