Two support articles were refreshed this week: one covering board views and one covering Excel imports. Both reflect capability updates worth knowing about if you manage monday.com workspaces or are planning a move from spreadsheets or another CRM.
Board views: Sidekick integration and AI customisation
Monday.com's board views documentation has been updated to cover two AI-driven additions that change how users create and configure data visualisations.
Sidekick-powered view creation is now a documented first-class option. Instead of manually configuring a Chart, Gantt, or Calendar widget from scratch, you open Sidekick and describe what you want in plain language. Something like "show the number of new leads added each month" or "track which team members have the most open tasks." Sidekick interprets the request, shows a preview image, and creates a ready-to-use board view. You can refine it with follow-up prompts until it matches what you need.
Supported widget types via Sidekick: Table, Gantt, Calendar, Battery, Chart, and Numbers. Sidekick creates new views only; it cannot modify existing ones. This applies to Board Views specifically, not Dashboards.
The second addition is the AI customisable board view, currently in Beta. This is a separate route: you add a "Customisable view" from the view menu and type a prompt directly into the AI text block to define what your widgets display. Restricted to Pro and Enterprise accounts with AI enabled, and does not currently consume AI Credits.
The article also clarifies several management options that often go unnoticed:
- Lock view (Pro and Enterprise only): board owners can lock views they created so other users cannot alter the configuration. Board owners and account admins still retain edit access. Useful if you have a reporting view set up with specific filters you don't want touched.
- Hide main table: board owners can hide the default main table from all other users, leaving only custom views visible. Practical during onboarding when you want people to use a curated filtered view rather than the full board.
- Pin views: board owners can pin specific views so they appear at the top of the views bar, keeping the most relevant views accessible without any reordering effort from team members.
- Restore deleted views: any deleted view can be reinstated via the board's activity log without needing to rebuild it.
If you're preparing monday.com ahead of a team migrating from a platform like Salesforce or HubSpot, the combination of hiding the main table and pinning curated views is practically useful in the first weeks. You can build views matched to how the team actually works, surface those prominently, and reduce the cognitive load of navigating an unfamiliar board structure.
Setting up monday.com for a migrating team?
Getting board structure and views right before go-live makes adoption significantly easier. We help teams migrating from Salesforce, HubSpot, Pipedrive, Zoho, and spreadsheets build a setup that reflects how they actually work.
Book a free consultationExcel import: clearer guidance on matching and updating existing items
The Excel import support article has been refreshed with more detailed guidance on how monday.com handles imported rows that correspond to existing board items. This matters for anyone doing incremental imports: adding or updating data in a board that already has records.
When importing into an existing board, there are now three explicit options for handling matched items (rows where an imported value matches an existing item in a chosen column):
- Add all rows as new items: creates new items for every row in the file regardless of matches. New items go into a new group.
- Skip matches: rows that match existing items are excluded from the import. This prevents duplicates and works well when you only want to bring in net-new records.
- Update matches: existing items are updated with new data from the file. Rows with no match are added as new items. If the existing and imported data are identical, no change is made.
Import limits remain unchanged: up to 8,000 rows and 100 columns per import (new boards only show the first 50 columns on initial import). Supported file types are .xlsx, .xls, and .csv.
One limitation to keep in mind for teams managing ongoing spreadsheet-to-monday synchronisation: re-importing a file with the intention of creating a new board always produces a brand-new board rather than updating an existing one. For regular data management, importing into an existing board with "Update matches" is the correct approach.
For teams on the spreadsheet migration path, migration projects rarely involve a single clean cutover. It is far more common to do several import rounds as data is cleaned and verified in stages. Knowing the matching logic in advance means you can structure your Excel files to take advantage of it rather than cleaning up duplicate items manually after the fact.
What this means for teams considering monday.com
Both updates point in the same direction: monday.com is making it easier to get data in and then shape how it is presented once it is there. Sidekick-powered view creation removes a barrier for teams that have the data but haven't yet built the reports they need. The Excel import matching logic reduces the friction of incremental imports, which is the reality of most migration projects.
If your team is evaluating monday.com for a move away from a spreadsheet-heavy setup or a legacy CRM, the combination of a cleaner import process and AI-assisted view creation shortens the gap between "data in" and "team using it productively." Our data migration service covers the full process from data audit through to go-live, including the board structure and view setup your team will actually use from day one.
