monday CRM import contacts: clean the file first, so the duplicates stay out

monday CRM's importer adds every row as a new item unless you change the setting, and its Manage duplicates tool only matches identical values. Below: monday's own steps first, then our done-for-you cleanup of your file, back in 24 hours on Quick Clean (up to 200 rows).

Rather not do it by hand? Skip to done-for-you cleanup, from $25.

How to import contacts into monday CRM

monday's support guide gives these steps (monday support: Import from Excel to monday CRM):

  1. Open your contacts board, open the New contact dropdown and select Import contacts.
  2. Click Browse to choose a file, or drag and drop a CSV file into the import window.
  3. Match each column in your file to a board column, or choose Create new column or Don't import column.
  4. On Set duplicate behavior, choose Add as new items, Skip or Update. Skip and Update each match on one column you pick, such as Email or Phone.
  5. Click Import Now. When it finishes you can download a CSV summary.

Limits from the same guide: your file "must have fewer than 50 columns and 8,000 rows" and be 10 MB or less, and you can upload one file at a time per board. If you import to a Leads board with automations on, imported items change to the New Lead status.

monday's Manage duplicates: identical values only

After an import, monday's Manage duplicates tool (Standard, Pro and Ultimate monday CRM plans) searches one column at a time, and its guide says: "The column values need to be identical for the tool to identify them as duplicates." You keep one item and the others are archived. Files in the Files Column "are not retained in the merge", app data such as Emails & Activities and Quotes & Invoices "are not transferred in the merge", and undoing a merge means unarchiving the items by hand (monday support: Manage duplicates). So the same person under two different email addresses isn't caught.

monday CRM export to Excel

To get your data out first: on the board, click the three-dot menu, then More actions, then Export board to Excel, then Export. A board can be exported with up to 100,000 items at a time (monday support: Export from monday to Excel).

Or let us clean the file before you import it

  • You export from monday CRM (Export board to Excel) or from your old CRM, or take the file you're about to import, and email it to us as Excel or CSV. Send one file: if your contacts sit in several exports, paste them into one sheet first, and same-email rows in it are merged.
  • Rows with the same email (ignoring capitalization and spaces at the start or end) are merged into one row, and blank fields on the kept row are filled from the merged row. Every merge and every fill is listed in the change log.
  • Rows with the same full name and company (when your file has a company column) but a different or missing email are flagged, not merged: that is the same-person, different-email case an identical-value match misses. Each one is marked needs_review, with a note naming the row it may match. Misspelled names aren't caught.
  • Invalid, missing and personal (for example Gmail or Yahoo) emails are flagged in qa_notes. We don't fix or verify mailboxes.
  • Names in ALL CAPS or all lowercase are re-cased. US phone numbers are formatted +1-XXX-XXX-XXXX. Numbers that start with + or 00 are kept as you sent them (extra spaces trimmed only). Numbers with no country code and 10 digits are treated as US. Anything we can't read is kept as-is, with a note in qa_notes.
  • You get back the cleaned CSV (with status, qa_notes and source_row columns), a change log with every merge, email flag and possible-duplicate flag plus every edited cell listed by row, with its old and new value, and a QA report with counts: rows in and out, duplicates merged, possible duplicates flagged, emails flagged and cells edited.
  • What we don't do: we don't merge, archive or edit anything inside monday, so connected items, Files Column contents and app data stay as they are. We don't promise deliverability or bounce rates, we don't find, buy or add contacts, and we don't merge rows that only might be the same person.

Clean my monday CRM import · $25 (up to 200 rows, back in 24h)

Bigger list? Intro $99 for up to 500 rows (48h) · Growth $299 for 501 to 2,000 rows (72h) · Bulk $499 for 2,001 to 5,000 rows (5 business days) · over 5,000 rows, custom quote. See all sizes.

What you get back

  • Every change is logged with its original row number.
  • Possible duplicates are flagged for your review, never blind-merged; same-email duplicates are merged and listed in the change log.
  • Your original file is returned alongside the cleaned one.

See a free before-and-after sample · sample files you can download

Start a Quick Clean · $25 (up to 200 rows)

Check your CSV free first

Check your CSV for exact-email duplicates and formatting problems free in your browser before you import it into monday CRM. Your file never leaves your computer.

Run the free CSV Preflight Checker

How it works

Pay

Pick the size that fits your list and check out on Stripe. Quick Clean is $25 for up to 200 rows.

Email us your CSV (reply to your receipt or send it to slrescue@mail.grokbot.com)

No account login, no call, no upload form.

Get it back: 24h (Quick Clean, up to 200 rows), 48h (Intro), 72h (Growth), 5 business days (Bulk)

A clean CSV plus a change log. Over 5,000 rows, the turnaround is scoped in your custom quote.

Flat pricing

Your $25 Quick Clean counts toward any bigger cleanup within 14 days.

Not sure how messy it is? CRM Hygiene Scorecard (written diagnosis), $29 · DIY HubSpot and Salesforce import checklist, $9. Agencies: white-label batches. Other CRMs: ActiveCampaign merge duplicate contacts · Constant Contact remove duplicates.

Questions

Will monday CRM skip duplicates when I import contacts?

Only if you change the setting. monday's import screen defaults to "Add as new items", which imports every row even if it's already on your board (monday support). You can choose Skip or Update instead, but both match on one column you pick, such as Email. Duplicates inside the file itself, or the same person under two emails, still get through. We merge same-email rows in the file before you import, and flag the possible duplicates for you to check.

Can't I just use monday's Manage duplicates afterwards?

You can, on Standard, Pro or Ultimate. monday's own guide says it searches one column at a time, the values must be identical, you keep one item and the rest are archived. Files Column contents and app data like Emails & Activities aren't carried over, and undoing means unarchiving by hand (Manage duplicates). So the same person under two emails isn't caught there either. Cleaning the file before import means less to merge on the board later.

My export is more than 50 columns or 8,000 rows. Can you help?

monday's importer accepts files with fewer than 50 columns and 8,000 rows, 10 MB or less (monday support), so plan the import with that in mind. We clean the export you send: up to 5,000 rows on the fixed packs, with a custom quote above that. The QA report shows rows in and rows out. We don't log in, and we don't run the import for you.

How do I export my monday CRM data to Excel?

On the board, click the three-dot menu, then More actions, then Export board to Excel, then Export. You can export up to 100,000 items at a time, and filters you apply are respected (Export from monday to Excel). Email us that file as it is, or a CSV.

Do you need access to my monday CRM account?

No. You export a file and email it. We only clean the exported file and never log in to or touch your monday CRM account.

How fast is delivery?

From when we receive your file: Quick Clean (up to 200 rows) within 24 hours, Intro within 48 hours, Growth within 72 hours, Bulk within 5 business days. Over 5,000 rows is scoped in your quote.

What if the cleaned file isn't right?

If the file isn't what we promised, we fix it once for free within 48 hours. If it still isn't right, you get your money back for the part we couldn't deliver. If we're late, you choose a full refund or a free rush job.

What happens to my data?

Your file is used only for your job and deleted after delivery on request. We never log in to your CRM, and we never invent, buy, or append emails.

Try the free in-browser CSV dedupe teaser (data never leaves your browser). Freelancers: see the referral kit.