Migrate from Spreadsheet.com to monday Work Management

Each Spreadsheet.com Workbook maps to a monday.com Workspace, with the Workbook's name becoming the Workspace name. Complex workbooks with multiple Sheets are broken into separate Boards within the Workspace rather than a single board with tabs, because monday.com does not support workbook-style multi-tab imports in a single board. We preserve the workbook's top-level description as the Workspace Overview text.

Individual Sheets within a Workbook map 1:1 to monday.com Boards when the Sheet represents a discrete project or data domain (e.g., a Project Tracker Sheet maps to a Project Tracker Board). Sheets that represent sub-lists or filtered views of the same data are mapped as Groups within the parent Board. monday.com's 8,000-row import limit per board determines whether a Sheet is created as a standalone Board or split across multiple Boards by a date-range or category key.

Every Row in a Spreadsheet.com Sheet becomes a monday.com Item on the mapped Board. The first non-header column in Spreadsheet.com becomes the Item Name in monday.com. All remaining column values become Column values on the Item. Row order is preserved by appending Items in Sheet sequence during import; sorting within monday.com is applied after migration by the customer if needed.

Spreadsheet.com column type overrides set to multi-select label (e.g., pipeline stages, task status, priority tiers) map directly to monday.com Status Columns. We extract the distinct values from the column and create corresponding Status options in monday.com. The original Spreadsheet.com column order is preserved as Column ordering in the board configuration.

Spreadsheet.com date-type columns map to monday.com Date Columns. Date values in ISO 8601 format are parsed and written directly. If the Spreadsheet.com column included a time component, we store it as a separate Time Column or append it to the Date Column's display with a note. Date-based sorting and filtering that existed in Spreadsheet.com Sheet views is preserved as a monday.com Grouping by that Date Column.

Spreadsheet.com User Picker columns (assigning rows to team members) map to monday.com Person Columns. We attempt email-based matching between Spreadsheet.com user references extracted from the sharing metadata and monday.com Workspace members. If a Spreadsheet.com user has no corresponding monday.com account, the Person Column is left blank and flagged in the reconciliation report for the customer's admin to assign post-migration.

Spreadsheet.com multi-select checkbox columns (allowing multiple labels per row) map to monday.com Tag Columns. Distinct checkbox values extracted from the source column become Tag options. Each Row's checkbox selections are mapped to corresponding Tags on the Item. Tags preserve the semantic meaning of the Spreadsheet.com multi-select without forcing a single-value constraint.

Spreadsheet.com currency-type columns map to monday.com Numbers Columns. We preserve the numeric value; currency symbol formatting ($, €, ₹) is stored in a parallel Text Column labeled with the original currency code. Currency arithmetic and formula-based totals from Spreadsheet.com do not migrate because monday.com formula columns (Pro tier) require manual reconstruction by the customer's admin.

Spreadsheet.com formula columns compute values from other cells within the Sheet. monday.com Formula Columns (available on Pro and above) support a subset of formula syntax. We flag formula columns during discovery and attempt a mapping to the equivalent monday.com Formula Column where the formula syntax is compatible. Formulas referencing external Sheets or cross-workbook lookups cannot be replicated and are flagged for manual review. The computed value at the time of export is stored as a static Numbers Column for immediate use.

Spreadsheet.com Kanban views group Rows by a status-type column (e.g., stage, priority). We extract the grouping column from the view configuration and apply the same grouping to the monday.com Board. The Kanban swimlane structure is preserved as Groups in monday.com. Column ordering from the original Kanban view is applied to the board Column sequence. Note that Spreadsheet.com view configurations (custom column widths, collapsed groups, filtered rows) do not have an export path; we reconstruct the visible grouping intent only.

Spreadsheet.com Gantt views use start-date and end-date columns to render horizontal bars. We identify the date columns used in the Gantt and map them to monday.com Timeline Columns. If the Spreadsheet.com Gantt included dependency links (predecessor columns), these map to monday.com Dependency Columns (Pro tier). Milestones in the Spreadsheet.com Gantt become Items with a Date Column set to the milestone date and a status indicating milestone. The Gantt bar color scheme is not preserved; it defaults to monday.com's timeline color logic.

Spreadsheet.com Calendar views display Rows with date fields as calendar events. We extract the date column used for calendar display and map it to a monday.com Date Column, then enable the Calendar View on the Board. If the Calendar view grouped events by a category column (e.g., event type or owner), we add a Label Column in monday.com with the corresponding values. All-day versus timed events from Spreadsheet.com are stored as separate Date Columns for time and date-only respectively.

Spreadsheet.com Web Forms collected structured submissions and stored them as Rows in a designated Sheet. We map the form's field definitions to a monday.com native Form attached to the target Board. Form fields map to corresponding Column types in monday.com. Conditional logic from Spreadsheet.com forms (e.g., show field B if field A equals X) is documented and approximated in monday.com Form conditional rules where the target plan supports it (Standard and above). We also create an intake Board to hold incoming form submissions as Items.

File attachments stored in Spreadsheet.com cells are extracted as binary blobs where available. We map them to monday.com File Columns on the corresponding Item. If the Spreadsheet.com attachment URL points to an external cloud resource (Google Drive, Dropbox), we map it to a Link Column in monday.com. monday.com's File Column supports 250 MB per file on Pro and above; larger files or unsupported types (e.g., .xlsm, which monday.com does not accept) are flagged for manual handling.

Spreadsheet.com cell-level comments and Sheet-level discussions are extracted as text with author attribution and timestamp. We append them to the relevant Item as an Update in monday.com, prefixed with the original comment author and date. Threaded replies are flattened into a single chronological Update block. The Spreadsheet.com @mention syntax does not resolve in monday.com; mentions are preserved as plain text for the receiving team to action manually.

Spreadsheet.com workbook sharing metadata (viewer, editor, owner roles per user) is extracted from the workbook manifest. We map Spreadsheet.com viewers to monday.com Board Guests (read-only), editors to Board Members (edit rights), and owners to Board Admins. Workspace-level members are provisioned from the monday.com Workspace settings. We reconstruct the permission hierarchy during discovery and deliver a user mapping table. If a Spreadsheet.com user has no monday.com account, their name is preserved as text in a Created By column for manual reassignment.

Spreadsheet.com automation rules (triggers, conditions, action chains) were stored server-side with no user-facing export mechanism. We do not migrate Automations as executable code. During discovery, we document every visible automation rule by capturing its trigger (e.g., When a Row is added to Sheet X), conditions (e.g., When Column Status equals Incomplete), and actions (e.g., Send email to assignee, Update Column Due Date). This inventory is delivered as a written rebuild guide for monday.com Automations. monday.com automations run at the board level and use recipe-style triggers; the customer's admin or a monday.com partner rebuilds the logic using monday.com's automation builder.