Excel to monday.com Migration
- Free 30-minute call
- No obligation
- Reply within 48 hours
Why Teams Move from Excel to monday.com
Spreadsheets are where most work starts. Teams usually look at monday.com when several people edit the same sheet, nobody knows which version is current, and status updates happen by email.
Our guide to what monday.com is explains how boards, columns and automations replace a shared spreadsheet.
What Moves, What We Rebuild, What Cannot Move
- 6 move
- 4 we rebuild
- 1 cannot move
| In Excel | In monday.com | Status |
|---|---|---|
| Tabsmonday.com's import takes only the first tab of a workbook; we bring in every tab. | Boards | Moves |
| Rows | Items | Moves |
| ColumnsPeople, Dropdown, Timeline, Phone and Link as well as Number, Status, Email, Date and Text. | Columns of the matching type | Moves |
| Indented or child rowsmonday.com's import brings them in as items. | Subitems | Moves |
| Datesmonday.com's import needs ISO dates (2021-10-23); we convert them. | Date column | Moves |
| Names and emails of peopleMatched by email address in your monday.com account. | People column | Moves |
| Formulas | Formula columns | We rebuild |
| Conditional formatting | Status labels and colours | We rebuild |
| Charts and pivot tables | Dashboards | We rebuild |
| Macros and scripts | monday.com automations | We rebuild |
| Version historyAn import can't write monday.com's activity log; it starts on the day of the move. | monday.com activity log | Cannot move |
How the Migration Runs
- 01
Free assessment
Duration: Free
We look at your Excel spreadsheets, item counts, files and automations, and send a fixed quote with the list of what moves, what we rebuild and what cannot move.
- 02
Data map
Duration: Before any data moves
Each part of Excel becomes a monday.com board, group, item or column of the right type. You sign off the map, including what to leave behind.
- 03
Test migration
Duration: On a sample first
We move a sample with its comments and files, and you check it in monday.com.
- 04
Full migration and rebuild
Duration: Dates fixed in your quote
We move everything in scope, link the items, and rebuild your automations, views and forms in monday.com.
- 05
Checks and handover
Duration: Before you switch off Excel
We compare item counts board by board, walk your team through the new boards, and hand the export files over to you.
When Excel Is Still the Right Call
Moving is not always the answer. Stay on Excel, or plan the move carefully, if:
- The spreadsheet is a one-person model or a financial calculation. monday.com is for shared work; a model that only you edit can stay in Excel.
- You have a few small spreadsheets with no comments or files you need to keep. monday.com's Excel and Google Sheets import or a spreadsheet import is enough.
Doing it yourself, compared
The options monday.com gives you, set against a full migration. Each fact comes from the sources below.
| monday.com's Excel and Google Sheets import | TaskRhino migration | |
|---|---|---|
| Tabs | Excel: first tab only. Google Sheets: one tab at a time | Every tab, as its own board |
| Size | Excel: 8,000 rows and 50 columns into a new board. Google Sheets: 3,000 rows and 20 columns | Planned per board before the move |
| Column types | Number, Status, Email, Date or Text into a new board | Every monday.com column type that fits |
| Subitems and formulas | Subitems arrive as items; formulas are not rebuilt | Subitems under their parent; formulas rebuilt |
The assessment tells you which of these apply before you commit.
Spreadsheets in another tool? We also migrate from Smartsheet to monday.com and migrate from Airtable to monday.com. Our data migration service covers every source.
Frequently Asked Questions
Can I move Excel to monday.com myself?
Yes, for a simple sheet. monday.com imports an Excel or CSV file of up to 8,000 rows into a new board (first tab only), and Google Sheets of up to 3,000 rows and 20 columns. Workbooks with many tabs, subitems or formulas take more work.
Do comments and attachments move?
Spreadsheets rarely hold comments or files that matter. If yours do, cell notes can go into the item's updates and linked files into a Files column.
What happens to our automations, views and forms?
No export carries them. We list each one in the assessment and rebuild the ones you still need as monday.com automations, views, forms and dashboards.
What cannot be moved?
Version history: An import can't write monday.com's activity log; it starts on the day of the move. Everything else in the table above either moves or is rebuilt in monday.com.
How long does it take?
It depends on how many spreadsheets and items you have, how many files, and how much needs rebuilding. The dates are fixed in your quote after the free assessment.
How much does it cost?
It depends on your spreadsheets, item counts, files and automations. The assessment is free and ends with a fixed quote.
Sources
- 01monday.com: Import files from ExcelExcel and CSV import: up to 8,000 rows (first 50 columns) into a new board, 10,000 rows into an existing board; first tab only; subitems arrive as items; nothing goes into the Updates section.https://support.monday.com/hc/en-us/articles/360000219209-Import-files-from-ExcelOpen monday.com: Import files from Excel in a new tab
- 02monday.com: How to import my projects from Google SheetsGoogle Sheets import: 3,000 rows and 20 columns, one tab at a time, into a new board.https://support.monday.com/hc/en-us/articles/360010415539-How-to-import-my-projects-from-Google-SheetsOpen monday.com: How to import my projects from Google Sheets in a new tab
Plan Your Excel to monday.com Move
Tell us what you use Excel for today. We will send the list of what moves, what we rebuild and what cannot move, with a fixed quote.
What happens after you send this
- We read your requirements and reply within 48 hours.
- We talk it through on a free 30-minute call. No obligation.
- You leave with clear next steps, and a personalized quote if you go ahead.
- All our projects are secured by NDA
- Zero spam.
