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How to import data in Monday.com

Joseph Lee
Nithil Shanmugam
March 15, 2024

How to import data in Monday.com

Overview:

Maximize your efficiency in Monday.com by mastering the art of importing data. Seamlessly organize and categorize your information to enhance workflow. This guide empowers you with a straightforward process for importing data into Monday.com, ensuring ease of use and clarity in managing your projects and tasks within the platform.

1. Begin by selecting your profile image.

1 Click on "Image"

2. Then, search for and select the 'Import Data' option.

2 Click on "Import data"

3. Now, choose the file you'd like to import.

3 Click here

4. Proceed to drag the selected file here or click to browse.

4 Click on "Drag file here or Click to browse"

5. Finally, click 'Let's customize your new board' to finalize the import.

5 Click on "Let's customize your new board"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker