Operelio
Salesforcemonday CRM

How to migrate Salesforce to monday.com

8 of the 14 columns in a Salesforce export, mapped into 5 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 Salesforce export first

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

One Salesforce row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedSarah Pentland
  • Email to Emaillowercasedsarah.pentland@ironwood.example.com
  • Phone to Phone+1 503-555-0140
  • Company to CompanyIronwood Timber
  • Title, Description, Lead Source to Notes2joined, with labelsJob title: Data Operations Lead | Salesforce description: Renewal due in March. | Lead source: Web
Not imported: Website, Street, City, State, Zip/Postal Code and Country. The template leaves these out; map any to a custom field in Operelio.

Where Salesforce and monday CRM don’t line up

1

First Name and Last Name become one Name

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

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

SalesforceFirst Name Sarah
Last Name Pentland
monday CRMSarah Pentland
2

Three columns kept in Notes

This template gives Title, Description and Lead Source no monday CRM field of their own.

The template writes them into Notes, each with its label, and leaves empty ones out.

SalesforceTitle Data Operations Lead
Description Renewal due in March.
Lead Source Web
monday CRMJob title: Data Operations Lead | Salesforce description: Renewal due in March. | Lead source: Web

Check your Salesforce export before you import it

Looks for the 8 columns this template reads, and what monday CRM would skip.

Drop your Salesforce CSV here

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

Salesforce to monday CRM in three steps

Step 1Export from Salesforce
  1. Build or open a Leads or Contacts report.
  2. From the report's dropdown, choose Export.
  3. Choose Details Only and pick .csv.
  4. Click Export and save the file.

You need the Export Reports permission. A report export takes up to 100,000 rows and 100 columns.

Salesforce: Export a report
Step 2Paste into the template
  1. Paste the export at A1 of Paste Salesforce export here.
  2. Start here checks all 8 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 5 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 do Title, Description and Lead Source go?

Into Notes on each contact, labeled like "Job title: Data Operations Lead | Salesforce description: Renewal due in March. | Lead source: Web".

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

monday CRM items have a single Name column, not separate first/last. The template combines the two Salesforce columns with a space so each item displays correctly.

Duplicates and undoing an import: monday CRM import questions.

How this page was checked

Try this template free

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

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