Introduction

Monday.com Excel integration allows teams to connect their project workflows with powerful spreadsheet reporting. With PivotXL: Sync with Excel, users can seamlessly sync Monday.com boards into Excel, enabling real-time analysis, bulk updates, and enterprise-level reporting without manual exports.

PivotXL: Sync with Excel bridges this gap by enabling a seamless two-way integration between monday.com and Excel. With PivotXL, users can fetch boards, insert and update items, manage subitems, and even combine multiple boards — all directly from Excel.

This article is a complete guide to monday.com excel integration for teams that want real-time reporting and two-way synchronization.

1. monday.com excel integration: Connect with PivotXL Add-in

You can seamlessly sync your Excel sheets with monday.com using PivotXL: Sync with Excel.

Before logging in, you must install the PivotXL add-in in Excel.

Install PivotXL Add-in for PivotXL: Sync with Excel

Follow these steps to get started:

  1. Open Microsoft Excel and navigate to the Insert tab.
  2. Click Get Add-ins and search for PivotXL.
  3. Select PivotXL and click Add to install the add-in.
  4. Once installation is complete, PivotXL will be available within Excel.

This enables PivotXL features directly inside your Excel environment.

2. monday.com excel integration: Login with monday.com in Excel

Overview

This feature allows you to securely authenticate your monday.com account within Excel using PivotXL: Sync with Excel.

Steps

  1. Open Microsoft Excel and launch the PivotXL Add-in.
  2. Scroll and click Login with monday.com.
  3. Authorize access by signing in to your monday.com account.

Use Cases

  • Enable live reporting from monday.com.
  • Allow analysts to work directly in Excel.
  • Establish a secure integration for enterprise users.

3. Get Board Data with PivotXL: Sync with Excel

Overview

Fetch any monday.com board into Excel as a structured table.

Steps

  1. Click Get Board.
  2. Select the Workspace and Board.
  3. Click Fetch Board Data.

Use Cases

  • Generate Excel-based dashboards.
  • Perform offline analysis.
  • Share board data with stakeholders.

4. Insert New Items from Excel using PivotXL: Sync with Excel

Overview

Create new monday.com items directly from Excel rows.

Steps

  1. Fetch the board data.
  2. Add new rows with required values.
  3. Click Add New Excel Items to monday.com.

Use Cases

  • Bulk task creation.
  • Migrating spreadsheets into monday.com.
  • Importing leads or tickets.

5. Update Existing Items with PivotXL: Sync with Excel

Overview

Modify existing items by editing Excel cells.

Steps

  1. Fetch board data.
  2. Edit required fields.
  3. Click Send Updated Data to monday.com.

Use Cases

  • Mass status updates.
  • Data correction.
  • Workflow automation.

6. Change Item Groups with PivotXL: Sync with Excel

Overview

Move items between groups directly from Excel.

Steps

  1. Modify the Group column.
  2. Click Change Group of Selected Items.

Use Cases

  • Reorganizing project phases.
  • Managing pipelines.
  • Moving backlog to active work.

7. Manage Subitems with PivotXL: Sync with Excel

Insert Subitems

  1. Fetch board data.
  2. Insert a new row.
  3. Paste parent Item ID.
  4. Enter subitem name.
  5. Click Add New Subitems to monday.com.

Update Subitems

  1. Modify subitem row.
  2. Update Status, Due Date, and Priority.
  3. Click Send Updated Data to monday.com.

Use Cases

  • Task breakdown.
  • Sprint planning.
  • Checklist management.

8. Combined Boards using PivotXL: Sync with Excel (Auto Mapping)

  1. Open the Combined Boards tab and click New Combined Board.
  2. Enter a Board Mapping Name and click Add Board.
  3. Select the Workspace and Board for each board you want to combine.
  4. (Optional) Use Column Options to customize specific column mappings.
  5. Click Auto Map Columns, then scroll down and click Save Mapping.
  6. Click Get Combined Boards, select the mapping, and click Fetch Combined Board Data.
  7. Modify any column values and click Sync to Monday.com to update all connected boards.

Overview

Combine multiple boards into a single Excel view.

Key Features

  • Auto column mapping.
  • Unified reporting.
  • Two-way sync.

Use Cases

  • Cross-team dashboards.
  • Executive reporting.
  • Portfolio management.

9. Combined Boards using PivotXL: Sync with Excel (Manual Mapping)

  1. Open the Combined Boards menu tab and click the Combined Boards button.
  2. To create a new combined board, click New Combined Board.
  3. Enter a name for the Combined Board Mapping.
  4. To combine multiple boards, click Add Board for each board and select the required Workspace, Board, and specific Columns.
  5. After adding the boards, click Add Mapping. Manually map the required columns and then click Save Mapping.
  6. In Excel, after logging in, click Get Combined Boards, select the combined board mapping, and click Fetch Combined Board Data.
  7. The mapped columns will appear in the Excel sheet with the label (Mapped) in the column names.

Overview

Manually control how columns from different boards are merged.

Use Cases

  • Standardizing different workflows.
  • Custom analytics.
  • Department-level consolidation.

10. Archive Columns in Combined Boards

Overview

Hide unnecessary columns from Excel view.

Benefits

  • Cleaner sheets.
  • Better performance.
  • Focused reporting.

Why Teams Choose PivotXL: Sync with Excel

PivotXL: Sync with Excel is built for data-driven organizations that want a powerful, reliable way to connect monday.com with Microsoft Excel.

With PivotXL: Sync with Excel, teams get:

  • Zero-code integration between monday.com and Excel
  • Two-way synchronization for real-time updates
  • Enterprise-grade security and authentication
  • Real-time reporting inside Excel
  • Native Excel experience without manual exports

PivotXL: Sync with Excel eliminates manual data transfers, reduces reporting errors, and enables teams to work faster with the tools they already trust.

Final Thoughts on PivotXL: Sync with Excel

PivotXL: Sync with Excel transforms Excel into a powerful operational interface for monday.com.

Instead of switching tools, copying data, or building complex integrations, teams can manage their entire workflow directly from Excel using PivotXL: Sync with Excel — with full control, visibility, and automation.

If your organization relies on both monday.com and Excel, PivotXL: Sync with Excel is not an add-on — it’s a productivity layer.

Get Started with PivotXL: Sync with Excel Today

With PivotXL, you can:

  • Sync Monday.com boards directly into Excel
  • Create, update, and manage items and subitems
  • Combine multiple boards into unified reports
  • Perform two-way real-time synchronization
  • Eliminate manual exports and data duplication

PivotXL: Sync with Excel is built for teams that need accuracy, speed, and control in their reporting workflows.

Whether you are a project manager, analyst, or operations leader, PivotXL: Sync with Excel enables you to turn Excel into a real-time operational dashboard for monday.com.

Start syncing smarter today.
Install PivotXL: Sync with Excel and transform how your team works with monday.com data.

👉 Install PivotXL: Sync with Excel

About PivotXL

PivotXL is a modern FP&A platform and Excel alternative that helps finance and operations teams plan, analyze, and automate business workflows.

It combines a centralized database, powerful calculation engine, and workflow automation, removing the complexity and limitations of traditional spreadsheets while keeping familiar Excel-style workflows.

PivotXL enables teams to move beyond manual models and build scalable, reliable, and audit-ready planning systems.

Learn more: https://pivotxl.com