Hey gang. Is it not possible to import a spreadsheet from Excel or CSV into an existing board? We use Monday for a lead tracking sheet and I need to be able to import info from a CSV with new leads who have gone through an email nurture sequence. It will take ages to enter these manually.
1 Like
Hi MStevens.
You can accomplish this import in a two step process:
(1) Import the spreadsheet to a new board
(2) Bulk move all items to your existing board
Hope this helps. regards, Andre
3 Likes
If I do (1)
How do I bulk move and do all the automations that I already have set up work with the imported bulk moved items?
Importing items from Excel into an existing board is standard functionality.
Just press the new element button and click the import items option from the menu, select excel and you will be on your way.
Here is a video Import & export with Excel | monday.com tutorials - YouTube
This topic was automatically closed 7 days after the last reply. New replies are no longer allowed.