Migrating data in Monday.com allows you to move tasks, boards, or project information from another tool or file into Monday.com.
- Log in to your Monday.com account and open your workspace dashboard.
- Click the + Add button on the left sidebar.
- Select Import Data from the available options.
- Choose the source of your data, such as Excel, CSV, or another project management tool.
- Upload your file or connect the external tool you want to migrate from.
- Match the columns from your file to the columns in your Monday.com board, and click Create Board.
- Once finished, review the imported items to make sure all tasks and data were transferred correctly.
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