The Challenge: Repetitive Data Entry in monday.com

Teams using monday.com for HR, projects, or inventory often struggle with slow manual updates. With PivotXL, you can achieve faster data entry in monday.com — syncing items from Excel instantly to your boards. This saves time, reduces errors, and accelerates onboarding.

Teams frequently face:

  • Slow onboarding when adding hundreds of employees or tasks manually.
  • Errors and duplicates during large data imports.
  • Frustrating setup processes for new projects or workflows.

That’s where PivotXL: Excel Sync with monday.com transforms your workflow — making bulk data entry seamless, accurate, and lightning-fast.

The Solution: Add and Sync Data in Bulk

With PivotXL, you can create or import large data sets directly in Excel — then push all your new items or subitems to monday.com instantly.
It’s built for speed, precision, and scalability, so your team can onboard faster and work smarter.

Here’s how it works:

  1. Connect your monday.com account to PivotXL.
  2. Open Excel and structure your data — rows become items, and columns match your monday.com fields.
  3. Add or edit new rows (items or subitems) in Excel.
  4. Click “Sync to monday” — all entries appear in the correct boards and groups automatically.

No manual entry, no reformatting, no CSV uploads. Just direct, two-way sync between Excel and monday.com.

Who Benefits from Faster Data Entry

đź‘Ą HR Teams

Onboard new employees quickly by uploading complete staff lists, roles, and departments directly from Excel.
Example: Add 200 new employees to your HR board in minutes, not hours.

🧩 Project Coordinators

Import new project tasks, milestones, or dependencies in one go.
Example: Paste your client’s task list into Excel and sync all tasks to monday.com instantly — complete with owners and due dates.

📦 Inventory and Logistics Teams

Maintain accurate product or stock lists by syncing from Excel to monday.com.
Example: Import thousands of SKUs or inventory items in one click for real-time management.

Why PivotXL Makes Data Entry Effortless

  1. Instant Bulk Item Creation
    Add hundreds of new items or subitems from Excel — perfect for onboarding, project setup, or data migration.
  2. Maintain Perfect Data Accuracy
    PivotXL automatically maps your Excel columns to monday.com fields, reducing errors and mismatches.
  3. Save Hours on Manual Work
    Stop spending time on repetitive data entry. PivotXL automates the process end-to-end.
  4. Keep Using Familiar Tools
    Work comfortably in Excel — with formulas, templates, and shortcuts you already know.
  5. Real-Time Two-Way Sync
    Every item you create or edit in Excel is updated instantly in monday.com — keeping both systems perfectly aligned.

Real-World Example

Imagine your HR team is onboarding 300 new employees.
Instead of adding them one by one in monday.com, you prepare a single Excel sheet with their names, roles, and departments.
With PivotXL, one click syncs all that data directly into monday.com — instantly creating new items in the right groups.

Result: hours saved, zero errors, and a smooth onboarding experience.

Step-by-Step: How to Use PivotXL for Fast Data Entry

  1. Install PivotXL: Excel Sync with monday.com from the monday.com App Marketplace.
  2. Connect your account and choose the board you want to populate.
  3. Open your board in Excel using PivotXL.
  4. Add or paste new items as rows, including all related columns.
  5. Click “Sync to monday.com.”

That’s it — your data appears instantly in monday.com, ready for tracking and collaboration.

The Business Impact

By simplifying data entry, PivotXL helps your organization:

  • Save up to 80% of onboarding time.
  • Eliminate manual entry errors.
  • Standardize data across multiple teams.
  • Accelerate reporting and setup for new initiatives.

Whether you’re an HR manager, project lead, or logistics coordinator, PivotXL transforms the way you onboard, import, and organize data in monday.com.

Beyond monday.com — Automate Finance with PivotXL.com

While PivotXL: Excel Sync with monday.com accelerates setup and onboarding, the full PivotXL.com platform extends automation across finance and operations.

With PivotXL.com, you can:

  • Connect Excel, monday.com, and accounting systems in one place.
  • Automate balance sheets, cash flow, and P&L reports.
  • Build interactive dashboards for real-time analysis.
  • Run automated reconciliations and forecasting scripts.

👉 Explore PivotXL.com — your all-in-one finance automation platform.