Operelio
Calendlymonday CRM

How to import Calendly into monday.com

5 of the 8 columns in a Calendly export, mapped into 4 monday CRM fields under monday CRM's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Calendly export first

Built on Calendly’s export columnsChecked against monday CRM’s import rulesUpdated October 3, 2026

One Calendly row, through the templatecopied as it ischanged on the way1explained below
  • Invitee First Name, Invitee Last Name to Name1joinedPriya Patel
  • Invitee Email to Emaillowercasedpriya.patel@example.com
  • Text Reminder Number to Phone+44 7700 900952
  • Event Type Name to Notes30 Minute Demo
Not imported: Start Date & Time, Response 1 and Invitee Time Zone. The template leaves these out; map any to a custom field in Operelio.

Where Calendly and monday CRM don’t line up

1

Invitee First Name and Invitee Last Name become one Name

Calendly keeps Invitee First Name and Invitee Last Name apart, and monday CRM has one Name field.

The template joins them, leaving out any that are empty.

CalendlyInvitee First Name Priya
Invitee Last Name Patel
monday CRMPriya Patel

Check your Calendly export before you import it

Looks for the 5 columns this template reads, and what monday CRM would skip.

Drop your Calendly CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Calendly to monday CRM in three steps

Step 1Export from Calendly
  1. Go to the Calendar page.
  2. Use Filter to narrow by date, team member or event type.
  3. Select Export in the top right corner.
  4. The CSV downloads, or arrives by email for a large export.

Calendly lists export on its paid plans; the Free plan is not among them.

Calendly: Tracking and reporting
Step 2Paste into the template
  1. Paste the export at A1 of Paste Calendly export here.
  2. Start here checks all 5 columns were found.
  3. Save monday CRM Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 4 headers as a CSV

Step 3Import into monday CRM
  1. Open the Contacts board, open the New contact dropdown and select Import contacts.
  2. Browse to your file or drag it in.
  3. Choose the group to add the items to.
  4. Match each file column to a board column or a new column, or skip it.
  5. Set the duplicate behavior (add as new, skip or update) and click Import Now.
Monday CRM's Excel and CSV import, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

Where does Calendly's Text Reminder Number column go in monday CRM?

To Phone on the contact.

Why do Invitee First Name and Invitee Last Name become one Name field in monday CRM?

monday CRM items have a single Name column. The template combines Invitee First Name and Invitee Last Name with a space so each item displays correctly on the board.

Duplicates and undoing an import: monday CRM import questions.

How this page was checked

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Upload your Calendly export and download a file monday CRM can import. No credit card needed.

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