Step 1: Divide your Excel File to multiple Excel Files with a maximum 20 columns each
Since monday.com standard import wizard allows importing 20 columns in an Excel File the first step is to divide your Excel File to multiple sheets with maximum 20 columns.
Tips:
- Always keep a backup of your data before performing each step in this process. In case my original Excel File includes 35 columns (This is an example) before starting the import I will divide the Excel File as following:
- Data Import – Original (Original Excel File with 35 columns)
- Data Import – Main (Divided Excel File with first 20 columns)
- Data Import – Remaining (Divided sheet with remaining columns)
- Use the CSV format.
- Make sure the first column in your divided Excel Files represents the same column. This practice makes it easier to evaluate / compare your data after imports are completed.
- Format your date column using YYYY-MM-DD format.
- Remove Formula columns and create the columns after importing the Excel Files.
Step 2: Import “Data Import – Main” Excel File to monday using import wizard
Import the “Data Import – Main” Excel File which includes the first 20 columns in your “Data Import – Original” Excel File.
Tips:
- Use “Text”, “Number” column types. Avoid using “Date”, “Status” and “Dropdown” columns. After importing the Excel File you can change Column types. (Step 8)
- Migrating “Date” column in Integromat will require “Data” manipulation. (Ex: Adding 1 day). Import the Date Column using text column type and at Step 8 Change the Column type.
- After Completing the Data import change the board type to Private.
Step 3: Add the “Item ID” column to “Data Import – Main” board.
After completing the data import at Step 2, add the “Item ID” column to your “Data Import – Main” monday board and rename the column to “Source Item ID”. This column will be used in Integromat setting as a reference to match the data between “Data Import – Main” board and “Data Import – Remaining” boards.
Step 4: Export the “Data Import – Main” board.
Export the “Data Import – Main” board to excel file and copy the “Source Item ID” column value to “Data Import – Remaining” Excel File.
Tips:
- In case if your “Data Import – Original” file includes more than 39 columns Step 4 must be repeated.
Step 5: Import the “Data Import – Remaining” Excel File to new boards using monday.com import wizard.
Import the “Data Import – Remaining” Excel File which includes the remaining columns from “Data Import – Original” Excel File.
Tips:
- In case if your “Data Import – Original” file includes more than 39 columns Step 5 must be repeated.
- After Completing the Data import change the board type to Private.
- Use “Text”, “Number” column types. Avoid using “Date”, “Status” and “Dropdown” columns. After importing the Excel File you can change Column types. (Step 8)
- Migrating the “date” column in Integromat will require data manipulation. (Ex: Adding 1 day). Import the Date Column using text column type and at Step 8 Change the Column type.
Step 6: Create the remaining columns in the “Data Import – Main” board.
Compare the columns in “Data Import – Main” board and “Data Import – Remaining” and add the remaining columns.
Tips:
- Keep the column types identical between both boards.
Step 7: Setup an integromat integration
Use integromat solution and create a setup between “Data Import – Main” and “Data Import – Remaining”. The integration will perform the following actions.
List Board’s Items from “Data Import – Remaining” board. This action will retrieve all Columns including “Source Item ID”
Search Items by their Column values in “Data Import – Main” board using “Source Item ID” column selected in previous step.
Update Column Values of a Specific item and update the “Data Import – Main” board data using Item values at “Data Import – Remaining” boad.
Tips:
- Use Monday V2 connection in integromat
- Setup Limits in your query while you are testing the setup.
- You can check every setup step by clicking the “Run Once” button and Integromat will provide you with a Success and Error log.
- Migrating the “date” column in Integromat will require data manipulation. Change date columns as text and after the migration is complete, Change the column type to date column.
Step 8: Update the mainboard columns
You are done with migrating the data. Now you can review the columns and Change the Column types if necessary. (Ex: Text to Dropdown or Status). After completing this practice, create the formula columns if necessary.
