If you’re tired of making manual changes one by one, it’s time to bulk update monday.com boards the smart way. With PivotXL: Sync with Excel, you can open your monday.com data in Excel, make instant edits, and sync everything back in seconds — without CSV uploads or manual entry.
Managing data inside monday.com is powerful, but when updating dozens or hundreds of items manually, it quickly becomes a time-consuming challenge. Every change — from updating task owners to adjusting timelines or deal values — takes clicks, scrolls, and patience.
That’s why PivotXL: Sync with Excel was built — to help teams bulk update monday.com boards directly in Excel and push those changes back instantly.
Watch how you can bulk update monday.com boards in seconds using PivotXL.
No
manual entry.
CSV uploads.
errors.
Let’s explore how this feature works — and why it’s a game changer for busy teams.
The Challenge: Why Bulk Updating monday.com Boards Manually Wastes Hours
monday.com is one of the best platforms for managing workflows, but when your board grows large, keeping data up to date becomes tedious.
Updating each item individually—status, people, numbers, or dates—adds friction to your day. It’s especially painful for teams managing multiple projects, HR pipelines, or sales deals.
Common problems include:
- Too many clicks: Repetitive updates across multiple items take forever.
- Human errors: Copy-paste mistakes or skipped updates create data inconsistency.
- Lost productivity: Teams spend hours editing data instead of focusing on actual work.
If you’ve ever wished you could just open your board in Excel, make all your changes, and push them back automatically — you’re not alone. And now, you can.
The Solution: Bulk Update monday.com Boards Instantly with PivotXL
PivotXL: Sync with Excel allows you to open your onday.com boards directly in Microsoft Excel — make edits faster using familiar spreadsheet tools — and sync those changes back to monday.com with a single click.
It’s built for teams who want to work smarter, not slower.
How It Works
- Connect your monday.com account to PivotXL.
- Open your board in Excel — your data loads instantly, with all columns and items.
- Make edits directly in Excel — update statuses, owners, dates, or any column value.
- Click “Sync to monday” — and watch your board update automatically.
No | CSV export. reformatting. re-uploading.
What You Can Bulk Edit in monday.com Boards Using PivotXL
- Status columns (e.g., In Progress → Completed)
- People assignments (reassign tasks in bulk)
- Date fields (shift multiple deadlines at once)
- Numeric values (update budgets, sales targets, or hours logged)
PivotXL gives you the freedom and speed of Excel — with the real-time power of monday.com.
Real-World Use Cases for Bulk Updating monday.com Boards
Here’s how teams use PivotXL every day to save time and eliminate manual work.
🧩 Project Managers
Keep large project boards accurate with ease. Update task owners, due dates, or statuses for multiple projects in seconds.
Example: Move 200 tasks from “In Progress” to “Completed” without scrolling or clicking one by one.
👥 HR & Recruiting Teams
Hiring pipelines often need fast adjustments.
Example: Update candidate stages or interview dates across multiple boards using Excel’s familiar interface — then sync them back instantly.
💼 Sales Teams
Sales pipelines change daily.
Example: Modify deal values, update sales reps, or adjust forecast statuses directly from Excel and push everything back to monday.com in real time.
Why PivotXL: Sync with Excel Is a Smarter Choice
Unlike manual data entry or CSV import/export methods, PivotXL automates the heavy lifting.
✅ Instant Bulk Edits
Update hundreds of rows in seconds instead of hours.
✅ No Copy-Paste or CSV Hassles
Forget about exporting data or re-uploading corrected files. PivotXL keeps everything synchronized.
✅ Familiar Excel Interface
Work comfortably in Excel, where you can use formulas, filters, and shortcuts you already know.
✅ Real-Time Sync
Every edit you make in Excel syncs directly with your monday.com board. No delays, no extra steps.
✅ Data Accuracy
PivotXL automatically maintains column mapping and validation, so your updates always land in the right fields.
Step-by-Step: How to Bulk Update Your monday.com Boards
Follow these simple steps to experience how effortless it can be:
- Install “PivotXL: Sync with Excel” from the monday.com Apps Marketplace.
- Open the app within your monday workspace and connect your account.
- Select a board that you want to edit.
- Click “Open in Excel” — your board’s data loads instantly.
- Edit freely in Excel: use formulas, filters, or drag-down shortcuts.
- Click “Sync to monday.com” — all your edits reflect live on the board.
That’s it. You’ve just completed a full-board update in under two minutes.
The Business Impact: Save Time, Stay Accurate, Scale Faster
When data updates take seconds instead of hours, your team can focus on growth, not admin work.
Teams using PivotXL report:
- Up to 90% reduction in manual editing time
- Improved data accuracy across all boards
- Higher productivity and faster reporting
By combining the familiarity of Excel with the collaborative power of monday.com, PivotXL eliminates the barriers between analysis and action.
Why Teams Love PivotXL: Sync with Excel
- Seamless Integration: Works directly with your existing monday.com boards.
- Secure Connection: All data transfers are protected through monday.com’s trusted API.
- No Learning Curve: If you know Excel, you’re already a pro.
- Time Savings at Scale: Ideal for teams managing thousands of items or recurring updates.
Whether you’re a project manager, HR leader, or sales operations expert, PivotXL helps you work faster, stay organized, and reduce errors — all inside your monday.com environment.
Start Bulk Updating Your monday.com Boards Today
Stop wasting time with manual edits and repetitive clicks.
With PivotXL: Sync with Excel, you can open your boards in Excel, make bulk updates, and sync everything back to monday.com in seconds — all with 100% data accuracy.
Experience the simplest way to manage large monday.com boards.
👉 Install PivotXL: Sync with Excel on monday.com and start saving hours every week.
Go Beyond monday.com — Automate Finance Reports with PivotXL.com
While PivotXL: Sync with Excel helps you bulk update monday.com boards in seconds, the full PivotXL.com platform extends those capabilities into finance and business reporting.
With PivotXL.com, finance and operations teams can:
- Connect Excel, monday.com, and accounting systems in one workspace.
- Automate balance sheets, cash flow statements, and P&L reports directly from live data.
- Build interactive dashboards for finance analysis without manual consolidation.
- Eliminate repetitive exports by syncing data continuously between systems.
If your organization manages financial data in Excel or monday.com, PivotXL.com gives you a unified platform for faster, more accurate financial reporting.
👉 Explore PivotXL.com — your next-generation finance automation solution.
(Visit www.pivotxl.com to learn more.)
