Salesforce
Monday.com Contacts4 fieldsHow to import Salesforce data into Monday.com
Moving from Salesforce to Monday.com? This template combines First Name and Last Name into Monday.com's single Name column, then maps email, phone, and company to board columns. Monday.com doesn't deduplicate on import, so dedupe your CSV first if Salesforce has historical duplicate leads.
Field-by-field mapping
This is the complete column mapping from Salesforce to Monday.com. The left column is the header in your CSV export. The right column is the Monday.com field it should map to.
| Salesforce column | Monday.com field | |
|---|---|---|
| First Name + Last Name | Name* Monday.com uses a single Name column on the item, so we combine the two Salesforce columns into one. TransformFirst Name and Last Name combined with a space | |
| Email TransformLowercased and trimmed | ||
| Phone | Phone TransformStandardized to international format (+1, +44, etc.) | |
| Company | Company |
Required by Monday.com.
Columns we don't use
Your Salesforce export includes 9 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Monday.com.
- Title
Monday.com boards don't have a default job-title column.
If you need it. Add a Text column to your Monday.com board called Title, then re-run this template to map it.
- Website
Monday.com boards don't have a default website column.
If you need it. Add a Link column to your Monday.com board called Website, then re-run this template to map Website into it.
- Street, City, State, Zip/Postal Code, Country
Monday.com boards don't have a default address-block column set. Each piece needs its own column on the board.
If you need it. Add Text columns to your Monday.com board for each address piece, then re-run this template to map them.
- Lead Source
Salesforce Lead Source is a per-org picklist. Monday.com uses Status or Dropdown columns with custom values per board.
If you need it. Add a Dropdown column to your Monday.com board called Lead Source with values matching your Salesforce picklist, then re-run this template to map it.
- Description
Salesforce's free-text Description doesn't have a default Monday.com board column.
If you need it. Add a Long Text column to your Monday.com board called Description, then re-run this template to map it.
Formatting and cleanup
Salesforce exports rarely match the format Monday.com expects. Fix these before you import.
- 1.Combines First Name and Last Name into Monday.com's single Name column
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Drops Salesforce columns that don't have a default Monday.com board column
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Salesforce export and download a clean, import-ready file for Monday.com.
Salesforce to Monday.com FAQ
How do I export Salesforce leads?
Create a Leads report with the fields you need, then click Export > CSV. You can also use Setup > Data Export.
Why do you combine First Name and Last Name?
Monday.com 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.
How does Monday.com handle duplicates on import?
Monday.com boards don't deduplicate on import. Every row in your CSV creates a new item. Run a deduplication pass on your CSV before uploading, especially with Salesforce exports that may include historical duplicate leads.
Can I migrate Salesforce Contacts instead of Leads?
This template maps Salesforce Lead fields. Salesforce Contacts use different field names (AccountId instead of Company) and require a separate template.
Where do I import the CSV into Monday.com?
Open your contacts board, click the + at the top-right, choose 'Import from spreadsheet', and upload the file Operelio produces. The import wizard matches the column headers to your board columns.
