Advanced Data Import for monday.com

Transfer data from any .CSV into monday.com seamlessly in two weeks or less!

Pre-requisites:

Your Data Migration

Jumpstart your new work management system with help from trained monday.com professionals

Seamless Experience

We do the heavy lifting and ensure all data is flawlessly transferred.

Bulk Import Specialists

You're in good hands, we've helped hundreds of companies import data into monday.com.

Cost-Effective Migration

Migrating your data to monday.com means reducing your overall software costs.

What’s Included

Every Advanced Data Import comes with all the tools you will need to get started inside the monday.com

Kickoff

We'll discuss the process, data formatting, and log in to your monday.com account

Migration

Offline, we'll migrate all your data from the .CSV provided into monday.com boards

Delivery

We'll sync with you to review the migration, showing you where all your data is now stored.

The Journey

In order to ensure a smooth onboarding and migration to monday.com, we follow the stringent process below:

Kick-off

  • Review .CSV requirements
  • Discuss import process and timeframe
  • Establish locations for imported data
  • Get logged in to client monday.com account as admin
  • Reminder to share .CSV files
  • Schedule next call (1.5 weeks out)
Week 1

Delivery Call

  • Review imported data and share directions to boards
  • Discuss any issues and share suggestions for scale
Week 2
2 weeks or less

Offline Between Calls

  • Gather .CSV files from client
  • Begin the import processes
  • Sync data into monday.com boards
  • Spot check and review data import
Week 1
KIckoff
Execution
Deployment

Deliverables

These deliverables encompass the essential components and milestones that will drive the successful migration to monday.com

CarbonWeb offers packages for all your workflow needs

We are here to help your business grow on monday.com. Click below to view all the packages we currently offer for monday.com.

Get Started Today!

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