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Documentation/Migrate from Monday.com

Migrate from Monday.com

Move your items and feature requests to IdeaLift in minutes

Migration Overview

Export your Monday.com board as CSV or Excel and upload to IdeaLift. Our Monday.com preset recognizes column formats including Name, Status, Person, Tags, and more.

Note: Monday.com Excel exports may include formatting and merged cells. For cleanest results, use the CSV export option or save the Excel file as CSV first.
1

Export from Monday.com

Download board as CSV or Excel

2

Upload to IdeaLift

Select "Monday.com" and upload

3

Review & Import

Verify mapping and import

What Gets Migrated

Monday.com FieldIdeaLift Field
NameTitle
TextSummary
StatusStatus (mapped)
GroupCategory
PersonSource User Name
TagsTags
PriorityPriority
DateCreated At
LinkURL
VotesVotes

Step-by-Step Guide

Step 1: Export from Monday.com

  1. Open the board you want to export
  2. Click the board menu () at the top right
  3. Select "More actions""Export board to Excel"
  4. Optionally, open the file in Excel/Sheets and Save As CSV for cleaner import

Step 2: Upload to IdeaLift

  1. Go to Dashboard → Import
  2. Click Monday.com in the "Import from Tool Export" section
  3. Select your CSV or Excel file

Step 3: Review & Import

  1. IdeaLift auto-detects Monday.com columns
  2. Review the column mapping — Group maps to Category
  3. Click Import

Status Mapping

Monday.com StatusIdeaLift Status
New / SubmittedCaptured
Waiting for Review / Under ReviewUnder Review
Ready / PlannedPlanned
Working on it / In ProgressIn Progress
Done / CompletedShipped
Closed / On HoldArchived

Tips

Tip: Monday.com Groups can be used as categories or statuses depending on your board structure. Adjust the column mapping to match your workflow.
Tip: If your board uses custom status labels, the importer will preserve the original value. You can remap statuses after import.

Ready to migrate?

Import your Monday.com items in just a few clicks.