How To Export Data from Monday.com to CSV
Use Sourcetable AI To Analyze Any CSV
Introduction
Exporting data from Monday.com to CSV is a straightforward process that facilitates efficient data handling and sharing. Whether you're looking to back up your information or analyze it in other tools, exporting to CSV ensures compatibility and accessibility.
In this guide, we'll walk you through the steps of exporting your project data from Monday.com into a CSV file. Additionally, we'll explore how Sourcetable lets you analyze your exported data with AI in a simple to use spreadsheet.
How to Export Your Data to CSV Format from Monday.com
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Export Board to CSV Feature
You can export data from Monday.com directly using the Export Board to CSV feature. This is a straightforward option for obtaining raw data without any additional formatting.
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Using the CSV-Link App
The CSV-Link app allows users to dynamically link a Google Sheet to a Monday board using a CSV file URL. To use this feature, install the CSV-Link app and create a Google Sheet that pulls data from the Monday board. This keeps the data synchronized between Google Sheets and Monday.com.
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Monday CSV Converter for Google Sheets App
An alternative for integrating Google Sheets with Monday.com is the Monday CSV Converter for Google Sheets app. This app facilitates the direct connection of a Google Sheet with a Monday board, enabling easy data export and import between the two platforms.
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StackIt Service
StackIt is a free service that assists in exporting Monday.com data into Google Sheets. It provides customization options for data formatting according to your requirements, making it a versatile tool for managing Monday.com data.
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Smart Spreadsheet for Monday App
The Smart Spreadsheet for Monday app is another option that allows users to import an existing Monday board into a spreadsheet. It supports Excel-like features such as cell formulas, pivot tables, filtration, and conditional formatting. Users can export boards to XLSX format using this app.
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Using the Monday API
For advanced users, the Monday API provides a method to create a custom script for exporting data to CSV. The script for this process is available on GitHub, enabling automation and flexibility in data management.
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Additional Considerations
Users have expressed a desire for CSV exports that do not format the spreadsheet like the Monday.com interface, preferring raw data to perform various spreadsheet operations. They also requested a feature for exporting only the raw data.
How to Export Your Data to CSV Format from Monday.com
Using the Export Board to CSV Feature
The simplest method to export data from Monday.com to CSV is by using the Export Board to CSV feature. This allows you to generate a CSV file that contains raw data exported directly from your Monday.com board. Ensure your board's columns and rows are set up properly to reflect the desired data structure in your CSV file.
Using the CSV-Link App
Another way to export data is through the CSV-Link app. This app dynamically links a Google Sheet to your Monday.com board. The CSV-Link app creates a URL that can be used in Google Sheets, updating the data every hour using Google Sheets' built-in refresh feature.
Connecting Google Sheets with Monday CSV Converter
You can use the Monday CSV Converter for Google Sheets app to directly connect a Google Sheet with your Monday.com board. This app ensures that you do not need to manually update both the Google Sheet and your Monday.com board, maintaining data consistency between the two platforms.
Using StackIt for Custom Google Sheets Export
The StackIt service allows for customized exports of data from Monday.com to Google Sheets. You can set up StackIt to pull data from your Monday.com board and display it in the format you need within a Google Sheet, tailored to your specific requirements.
Smart Spreadsheet for Monday App
The Smart Spreadsheet for Monday app enables users to import a Monday.com board into a spreadsheet and work with the data using Excel-like features. After making necessary modifications, you can export the updated data back to Monday.com or to an xlsx file.
Exporting via the Monday.com API
For users comfortable with APIs, the Monday.com API allows for exporting data to CSV. This method is advantageous for real-time updates and automated data handling. Using an API connection ensures that your data is current and synchronized between your Monday.com board and your desired CSV file.
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Use Cases for Monday.com
Streamline Procurement Process |
Monday.com helps streamline procurement by centralizing all procurement activities and communications. Automate ordering processes and track shipments in real-time. |
Optimize Recruitment Processes |
Utilize Monday.com to optimize recruitment by organizing candidate information, scheduling interviews, and tracking the progress of each candidate through visual timelines and status columns. |
Effectively Allocate Resources |
Monday.com enables effective resource allocation by using visual tools like the timeline column and status columns, ensuring that team members are properly assigned and workloads are balanced. |
Centralize Product Roadmapping |
Centralize your product roadmap on Monday.com, allowing teams to align on priorities and track progress in one place. Use boards and visual timelines to map out product development stages. |
Track Bugs Efficiently |
Monday.com allows development teams to track bugs efficiently by compiling reports and status updates in real-time. Integrate with other tools to centralize bug tracking and resolution. |
Improve Sales Enablement |
Enhance sales enablement with Monday.com by managing sales leads effectively. Track interactions, plan follow-ups, and optimize your sales processes using visual boards and automated workflows. |
Simplify OKR Tracking |
Simplify OKR tracking by using Monday.com's boards to set objectives, track key results, and visualize team progress. Stay aligned on goals and ensure accountability with clear timelines and status updates. |
Manage Risks Effectively |
Use Monday.com to manage risks effectively by identifying, tracking, and evaluating project risks in a centralized location. Implement risk mitigation strategies with clear visual aids and automated alerts. |
Why Choose Sourcetable Over Monday.com?
Sourcetable offers a powerful alternative to Monday.com by integrating comprehensive data management with an intuitive spreadsheet-like interface. Unlike Monday.com, which focuses on project management, Sourcetable centralizes your data collection from various sources, providing a singular platform to query and manipulate information in real-time.
With Sourcetable, businesses can eliminate the hassle of switching between multiple databases. Its ability to fetch real-time data ensures up-to-date insights and streamlined operations, all within a familiar and user-friendly spreadsheet format.
Optimize your workflow by leveraging Sourcetable's advanced data query capabilities. The platform enhances productivity by allowing users to perform complex data manipulations seamlessly, making it an ideal solution for businesses looking to consolidate and analyze their data efficiently.
In summary, Sourcetable stands out as a robust tool for data-focused tasks, making it a valuable alternative to Monday.com for businesses that need real-time data handling and extensive manipulation capabilities within an easy-to-use spreadsheet environment.
Frequently Asked Questions
How can I export data from Monday.com to CSV?
You can export data to CSV using the Monday.com API or by setting up a Google Sheets integration with tools like CSV-Link or StackIt.
What do I need to use the Monday.com API for exporting data to CSV?
You will need a developer account and an API key, which can be obtained by contacting your admin.
Are there any tools to automate the export of Monday.com boards to Google Sheets?
Yes, you can use the CSV-Link app to link Monday.com boards to Google Sheets, or use StackIt which is developing a plugin that can import and update boards in Google Sheets automatically.
Is there an option to clean up the data exported from Monday.com to Excel?
Yes, you can use the Exported Excel Cleaner app, which cleans up exported files with no manual effort and runs client-side without sending data through a server.
What are some apps available for exporting Monday.com boards to spreadsheets?
Some apps available include CSV-Link for linking to Google Sheets, Smart Spreadsheet for Monday for importing boards into spreadsheets, and the Exported Excel Cleaner for cleaning up exported Excel files.
Conclusion
Exporting data from Monday.com to CSV is a straightforward process that ensures your valuable information is preserved and easily accessible.
By following the outlined steps, you can seamlessly transfer your project data for further analysis or sharing with other tools.
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