{"id":5133,"date":"2024-02-05T12:03:38","date_gmt":"2024-02-05T12:03:38","guid":{"rendered":"https:\/\/plaky.com\/learn\/?p=5133"},"modified":"2025-05-27T00:00:00","modified_gmt":"2025-05-27T00:00:00","slug":"import-from-monday-com","status":"publish","type":"post","link":"https:\/\/plaky.com\/learn\/pt\/plaky\/import-from-monday-com\/","title":{"rendered":"How to Import Data From monday.com Into Plaky"},"content":{"rendered":"\n

monday.com getting too limiting for you? You\u2019ve decided to switch to Plaky? Good for you! <\/p>\n\n\n\n

We\u2019ll walk you through the entire process. Just follow these 6 easy steps, and you\u2019ll smoothly bring your data from monday.com boards to Plaky. After that, handling data is going to be a breeze on our platform!<\/p>\n\n\n

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#1 Export your monday.com board to Excel<\/h2>\n\n\n\n

To export your monday.com board to Excel, just click on the 3 dots in the top right corner, choose More actions, <\/em>and Export board to Excel.<\/em><\/p>\n\n\n

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\"Exporting
Exporting your monday.com board to Excel<\/figcaption><\/figure>\n<\/div>\n\n\n

#2 \u201cClean up\u201d your data and export your Excel file to CSV<\/h2>\n\n\n\n

monday.com\u2019s file structure is a bit unconventional \u2014 it includes the board title, board description, and group titles in the export. The trouble is, Plaky identifies those headers, so the data display and arrangement appear unusual. <\/p>\n\n\n

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\"Example
How a monday.com Excel file looks before the \u201ccleanup\u201d<\/figcaption><\/figure>\n<\/div>\n\n\n

To ensure a standard import appearance, it\u2019s crucial to first remove these elements from the file itself. <\/p>\n\n\n\n

So before converting the file, follow these steps:<\/p>\n\n\n\n

1. Remove the header from monday.com\u2019s Excel file<\/strong>, including Board title<\/em> row (which also contains the monday.com logo) and Board description<\/em> row.<\/p>\n\n\n\n

2. Eliminate any empty lines<\/strong> (usually found between the board description and the first group name row + between groups).<\/p>\n\n\n\n

3. Get rid of the summary fields<\/strong> that monday.com adds by default for each item group.<\/p>\n\n\n\n

4. Eliminate rows containing the item group names<\/strong>.<\/p>\n\n\n\n

After completing these cleanup tasks, here\u2019s how the same Excel file should look.<\/p>\n\n\n

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\"Example
How a monday.com Excel file looks after the \u201ccleanup\u201d<\/figcaption><\/figure>\n<\/div>\n\n\n

Now you can proceed to save the file as a CSV.<\/p>\n\n\n\n

#3 Upload your CSV File<\/h2>\n\n\n\n

Initially, you need to determine whether you want to import the data into a new board or an existing one.<\/p>\n\n\n\n

For a new board<\/strong>: <\/p>\n\n\n\n

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  1. Go to the top left corner and find Search <\/em>(right beneath the Main space).<\/em><\/li>\n\n\n\n
  2. Click on +<\/em> on the right side.<\/li>\n\n\n\n
  3. From the dropdown menu, select New Board<\/em>.<\/li>\n\n\n\n
  4. Click Create from file.<\/em><\/li>\n<\/ol>\n\n\n
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    <\/div>\n\n\n\n

    You can now select a CSV file to import. Click Open<\/em> to upload the file.<\/p>\n\n\n

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    \"\"<\/figure>\n<\/div>\n\n\n
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    For an existing board:<\/strong><\/p>\n\n\n\n

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    1. Click the 3 dots in the top-right corner to open the Board menu.<\/li>\n\n\n\n
    2. Select Import from CSV<\/em>.<\/li>\n\n\n\n
    3. Select a file to import. <\/li>\n\n\n\n
    4. Click Open<\/em> to upload the file.<\/li>\n<\/ol>\n\n\n
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      \"\"<\/figure>\n<\/div>\n\n\n
      <\/div>\n\n\n\n

      #4 Generate the table<\/h2>\n\n\n\n

      Once you\u2019ve uploaded the file, a table will be generated on the right side of the modal, displaying the contents of the CSV file. Verify that you\u2019ve selected the correct CSV file by checking the contents.<\/p>\n\n\n

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      \"CSV
      Preview your CSV file in Plaky<\/figcaption><\/figure>\n<\/div>\n\n\n

      Take note that Plaky uses a comma as the default delimiter, but you can change it to a tab, pipe, space, or semicolon based on how your CSV file was created. <\/p>\n\n\n\n

      You can also:<\/p>\n\n\n\n