Streamlining Data Import From monday.com Into Plaky
If you’ve opted to move your data from monday.com to Plaky, no need to worry – we’ve got you covered. This article will walk you through the entire process.
The total import process typically may last from 1 minute to an hour or more. The duration depends on the volume of data stored in your monday.com account.
Keep in mind that you can only transfer one board at a time.
Step 1: Prepare your data from monday.com
Before you start the transfer, it’s important to know that monday.com does not provide the option to export to CSV. Instead, you’ll need to export the board(s) you want to migrate to xlsx format and then convert it to CSV.
monday.com’s file structure is a bit unconventional, including the board title, board description, and group titles in the export. This presents a challenge during import as Plaky identifies those headers, and the data display and arrangement appears unusual.
To ensure a standard import appearance, it’s crucial to first remove these elements from the file itself. So before making the conversion, make sure to follow these steps:
- Remove the header from monday.com’s Excel file, including:
- Board title row (row also contains the monday.com logo) and
- Board description row,
- Eliminate any empty lines (usually located between the board description and the first group name row + between groups),
- Get rid of the summary fields that monday.com adds by default for each item group,
- Eliminate rows containing item group name, and
- After completing these clean-up tasks, proceed to save the file as a CSV.
Step 2: Upload your CSV File
nitially, you need to determine whether you want to import the data into a new board or an existing one.
For a new board:
- Go to the top left corner and find the Space menu,
- Click on +Add,
- From the dropdown, select New Board,
- Opt for Import from CSV,
- Click Create from file,
- Choose the file to import,
- Pick the delimiter from the dropdown,
- Indicate if there are headers in the file, and
- Select the column that defines the item name.
For an existing board:
- Click the three dots … in the top right corner to open the Board menu,
- Select Import from CSV,
- Select a file to import,
- Choose the delimiter from the dropdown,
- Specify if there are headers in the file, and
- Select which column from the file defines the item name.
Step 3: Generate the table
Upon uploading the file, a table will be generated on the right side of the modal, displaying the contents of the CSV file. Verify if you’ve selected the correct CSV file with a quick check.
Take note that Plaky uses a comma as the default delimiter, but you can change it to a tab, pipe, space delimiter, or semicolon based on how your CSV file was created.
Additionally, specify whether the CSV file contains headers. If so, the first row will appear as column names.
Step 4: Select the desired destination group by choosing:
- An existing group (select from the dropdown menu)
- A new group (enter the name)
- Pick CSV column for a group name (choose the column from the dropdown menu)
Step 5: Define item names
Specify the field from the CSV file that defines item names — Plaky uses values from that field to name the imported items. If left unselected, the first column from the CSV file will be used by default. Once you are sure you’ve defined the basic info about your CSV, you can move to the next step.
Step 6: Map your board fields
In this stage, you decide the destination for the imported items and set up their categorization in the following way:
- For an existing board, you establish the mapping. For each CSV column, select the type of destination board fields from the dropdown menu. Options include selecting an existing field, creating a new field, or choosing not to map the column.
Note: CSV columns are automatically mapped to existing fields if the name is the same.
- If it’s a new board, you specify the field types, the text field being the default type.
Unmapped columns will be lost, and mapping for columns used for task name and group name cannot be changed.
If the CSV file contains more columns than the limit allows, the initial set of columns will be mapped by default, and additional columns will be disabled until their destination field is changed to None.
Let’s explore the limitations and what occurs when these boundaries are exceeded. The current constraints include:
- File Size — limited to 10 MB; files larger than this won’t be uploaded.
- Number of Rows — The import limit is set at 1,000 rows, and if the CSV file contains more than 1,000 rows, only the first 1,000 rows will be imported.
- Number of New Groups — Currently at 18 (corresponding to colors) + 1 for a new group. If you’re importing item groups from a column, we’ll import up to 18 distinct ones and allocate the remainder to a new group.
- Number of Statutes:
Capped at 18. If you attempt to import more than 18 statutes, we’ll import up to 18 different ones and assign the rest to the default status.
- Character Limits:
If the item/group name or attribute value exceeds a maximum of 255 characters, the backend will truncate it to 255 characters to allow the user to proceed to the second step or complete the import process.
- Limit of fields
We’ve set a technical limit of 70 fields per board to maintain optimal performance and stability.
Adding users in the Person field — before users can be recognized through either email or name, it is essential that they already exist in Plaky. This prerequisite ensures a proper basis for user identification.
Step 7: Finalize the import
Review the mapped columns and ensure all necessary configurations are in place. Then, click “Finish Import” to complete the data import action.
If you’re done with your import and are ready to move stuff around, take advantage of our Bulk edit feature and save some time.
Make your data import hassle-free
Just follow these easy steps, and you’ll smoothly bring your data from monday.com boards to Plaky. This will level up its features and make handling data a breeze on the platform.
Reach out to our support team
If you happen to encounter any issues or you simply need support, don’t hesitate to reach out to our team available 24/7. They’re here to assist you with anything you need. Contact Help Center!