What is Monday.com?

Monday.com is a cloud-based work management platform, serving as a multifaceted project management tool that facilitates team collaboration and work automation. Known for its customizable dashboards, Monday.com allows users to tailor their workflows with a variety of views like boards, lists, calendars, and kanban-style formats to suit diverse project requirements. It’s especially popular among creative agencies and data-driven teams for its user-friendly interface, while also providing capabilities for handling complex projects, subtasks, and task dependencies.

As a type of service, Monday.com is recognized for its adaptability, offering a suite of products that scale to different ways of working. It’s distinguished by its rankings on G2 as the #1 work management software and as a leader in CRM software, product management, and bug tracking software categories. Monday.com’s service enables teams to customize their workflows, supporting a collaborative environment that’s conducive for managing both simple and intricate projects.

With regard to the type of data it handles, Monday.com provides a broad range of columns within its boards to manage various data types. These include, but are not limited to, the People, Status, Text, Date, and Numbers columns. It also features specialized columns like the Timeline for project scheduling, the Rating column for feedback, and the Formula column for custom calculations. Additionally, integration columns like the Connect Boards and Mirror columns offer advanced functionality for linking and reflecting data across different boards. This expansive set of data columns empowers users to manage data effectively while customizing their workflow to their specific needs.

Exporting Monday.com Data to a CSV File

Using the Dedicated Export App

You can use an app specifically designed for exporting data from Monday.com to CSV. This app allows you to select which columns you wish to export. Additionally, it provides the flexibility to export either the entire board or just a portion of it. It also supports exporting to XSLX format if needed. This app is convenient for exporting data from individual boards to a CSV file.

Connecting with Google Sheets

Another method involves the "Monday CSV Converter for Google Sheets" app. This app generates a URL that can be used to import current data from a Monday.com board into a Google Sheet. The data at the URL is automatically refreshed every hour, ensuring you have access to the latest information from your board.

Using the Monday API with a Script

For those with programming knowledge, a script can be used in conjunction with the Monday API to export data to CSV. This script can parse formulas and extract data from the board, allowing for a high degree of customization in the data export process.

Smart Spreadsheet for Monday

The "Smart Spreadsheet for Monday" app provides users with the ability to import a board into a spreadsheet, make any necessary modifications, and then export the data back into an xlsx file. While not a direct CSV export, this method can be useful for users needing to manipulate data before converting it to a CSV format through other means.

Streamline Your Workflow with Sourcetable Integration

Take your productivity to the next level by integrating Monday.com directly with Sourcetable. Say goodbye to the tedious process of exporting to CSV and then importing into another spreadsheet program. With Sourcetable, you can sync your live data from Monday.com seamlessly, ensuring that you always have up-to-date information at your fingertips.

Sourcetable's powerful automation features allow you to effortlessly pull in data from multiple sources into a user-friendly spreadsheet interface. This integration not only saves time but also enhances your business intelligence by allowing you to query and analyze your data in real time. Experience the future of workflow efficiency with Sourcetable's advanced capabilities.

Common Use Cases

• M

  
  Use case 1: A user needs to import a board from Monday.com into Excel for further data manipulation or analysis.
• M

  
  Use case 2: A user wants to select specific columns from a board to export, to focus only on relevant data.
• M

  
  Use case 3: A user plans to integrate Monday.com data with their existing ERP, PLM, or KPI tools.
• M

  
  Use case 4: A user requires a method to automate the export of multiple boards for regular reporting or backup.
• M

  
  Use case 5: A user seeks to combine data from several boards into a single CSV file for a consolidated view.

Frequently Asked Questions

How can I export a Monday.com board to a CSV file?

You can use an app like the Connect a Google Spreadsheet with Monday Boards app or the CSV URL app to export a Monday board to a CSV file.

Can I automate the CSV export process from Monday.com?

Yes, CSV exports can be automated using the CSV URL app, which allows you to refresh the data every few hours or days.

Is it possible to export data from multiple Monday.com boards into a single CSV file?

Yes, you can export multiple boards to a single file using the app that allows you to consolidate multiple boards into one file.

Can I set up permissions when exporting to CSV to control who can export data?

Yes, CSV exports can be set up with permissions so that users can only export data from boards they have access to, using the CSV URL app.

How can I link Google Sheets to Monday.com boards and keep the data updated?

You can use the Connect a Google Spreadsheet with Monday Boards app or the CSV URL app to link Google Sheets to Monday boards and refresh the data every few hours or days.