Skip to main content

Setup In Three Steps

1. Install the App​

Install application from monday.com apps marketplace.

2. Configure Excel/CSV file, board and credentials​

Excel/CSV file format

Example CSV file is available at https://docs.google.com/spreadsheets/d/e/2PACX-1vTW0v8D251Wj4vgS3K9uM3m98EKgr6eGpEqzkcEJ4H9ju-NuW-X5frm7-pqTR5tS5dW-WeGvDLsgDL9/pub?output=csv

Requirements for the Excel/CSV file:

  • First Excel/CSV row is required to have column names. First for of the file
  • Column names in the Excel/CSV file and monday board need to match to be imported (case insensitive).
  • Excel/CSV file can have more columns, only columns present on the board will be imported.
  • One column needs to store unique value (UID).
    UID value is used to identify the same items in the CSV file and monday board. Unique Value Column
  • Make the Excel/CSV file accessible via URL or SFTP server.

Board configuration

  • Item name - Application will import configured column from the Excel/CSV file as the item name.
  • Columns - Column names in the Excel/CSV file and monday board need to match to be imported (case insensitive).
  • Board can have more columns that are not imported - only columns present in the Excel/CSV file will be imported.

Credentials configuration (in board view)

The board view allows to add URL and SFTP credentials that will be used by the integrations.

Credentials are privately configured within the board view. When other users access this view, they will only see their own list of credentials. Board view options

URL credentials configuration:

  • Text to display: text displayed when selecting url in the integration
  • URL: url pointing to the Excel/CSV file
  • Optional HTTP header: header name and the value can be used to authorize access to the file

SFTP credentials configuration:

  • Text to display: text displayed when selecting SFTP server in the integration
  • SFTP hostname: for example sftp.yourdomain.com
  • Port number: usually 22, ask your SFTP server provider if not sure
  • Username: sftp username
  • Password: sftp password

3. Schedule Imports & Exports​

There are two types of integrations that enable the use of either an item name or a unique column to identify items:

  • ... use item name to identify items ...
  • ... use unique column to identify items...

3.1 Available integrations for Import from URL​

Import from Google Drive URL​

Import data to monday board from a CSV and Google Sheet file located on Google Drive URL.

In order to import Google Sheet file located on Google Drive URL, a link to a spreadsheet needs to be shared with the app.

  1. Open your Google Sheet and click Share in the top-right corner.
  2. Under “General access”, click the dropdown arrow and select "Anyone with the link". Change the access level to "Viewer".
  3. Click Copy link to copy the URL and paste it into the URL field in the app’s credential.
  4. Click Done to save the sharing settings.
  5. Then set up the integration.

Share Google Sheet

Integrations for import from Google Drive URL

Import from Microsoft SharePoint URL​

Import data to monday board from a CSV and Excel file located on Microsoft SharePoint URL.

In order to import Excel Sheet file located on SharePoint URL, a link to a spreadsheet needs to be shared with the app.

  1. Open your SharePoint spreadsheet and click Share in the top-right corner.
  2. In the setting window, click "Anyone with the link..." and in 'More settings' select "Can view".
  3. Click Apply to save the sharing settings.
  4. Click Copy to copy the URL and paste it into the URL field in the app’s credential.
  5. Then set up the integration.

Share SharePoint spreadsheet

Integrations for import from Microsoft SharePoint URL

3.2 Available integrations for Import from SFTP​

Imports data to monday board from a CSV and Excel file hosted on SFTP server Integrations for Import from SFTP

3.3 Available integrations for Export​

Exports data from monday board to a CSV file to SFTP server Integrations for Export

3.4 Integrations parameters​

  • Every time period - Select how often CSV file is imported to the monday board.

  • url - Select URL configured in the board view.

  • server - Select SFTP server configured in the board view.

  • file path - Path to the csv file in SFTP server, for example upload/file.csv

    The wildcard character * can be used to specify file name in the file path when importing from SFTP. It stands as a placeholders for one or more characters in the file name.

    Example: backup/file*.csv

  • perform operation - Select operations on imported items:

    • add - Import will only add new items to the board.
    • add/update - Import will add new items to the board and update them so values in the board are the same as in the CSV file.
    • add/update/archive - Import will perform 'add/update' operation and additionally archive items on the board if they are not in the CSV file.
    • add/update/delete - Import will perform 'add/update' operation and additionally delete items on the board if they are not in the CSV file.

    Application will perform operations on the board based on this logic:

    • add - when an item with UID is in the CSV file and is not on the board, item will be created on the board. New items are created in in the first (top) group.
    • update - when an item with UID is in the CSV file and is in the board, the item on the board will be updated.
    • delete or archive - when an item with UID is not in the CSV file and is on the board, the item on the board will be deleted or archived.

  • unique column - It is a column on your board that will store unique id for each item. It can be text or number column. Unique ID is imported from the CSV file (like all other columns). Application will use it to find items on monday board for add, update, delete and archive operations.

  • column - CSV column name that will be used for item name on the board. When entered column name is not available in the CSV file, entered value will be used as the item name.