Currently, when importing from Excel, there is no way to prevent duplicates or to update existing items on a board. It would be ideal if upon Excel import you could select an option to update existing item column values if the item name matches.
We use a board to track collaboration with external parties around a sales pipeline and need to regularly update the status of the items from our sales system on a regular basis, but would like to keep the updates from the collaboration. Currently, there is no way to do this (outside of using the API).
@PegaChris It looks like this is possible via “New Item” > “Import Items” on a board, but I have not been able to make it work properly during my testing. Each time I try the option to “Create New or Update Existing Items” and “overwrite existing items based on (blank)”, it just adds my excel data as a new item/pulse/row.
This is would be extremely useful for my team as well, so if anyone has had success or a Monday.com rep could chime in it would be appreciated.
It looks like this is working now! I imported a mix of items that had a few new items, lots of existing items with no changes and lots of items with changes and it all worked (at least for the fields that can be imported).
I just had to have a unique field (column) to identify if an item already existed in the board. Then I chose to overwrite existing items (which really just overwrites existing item’s fields if they are different), and it worked.