In this guide, you'll find:
Key differences between Leanbase and Monday
How to seamlessly migrate your Monday data to Leanbase
How Leanbase different from Monday
Status and Section: Leanbase uses both status and section, while Monday only uses status to display task statuses and store tasks position.
Status in Leanbase:
In Leanbase, users have three main status categories: Not Started, In Progress, and Done. They can add new statuses within these categories, specific to each board.
To reuse a custom status set, users must save it as a Settings Pack.
Section in Leanbase:
Users can create unlimited sections, or called status in Monday in which each capable of storing tasks with different statuses.
To streamline workflows, users can assign a specific status to a section. When a status is set for a section, all tasks with that status will automatically be organized into that section.
Task level:
Leanbase offers three task levels: Module → Task → Subtask, with Module being the highest level, representing an epic, milestone, or feature.
In contrast, Monday has two levels: Task and Subitems.
Custom field:
In Leanbase, custom fields are linked to task types, with each task type having its own set of custom fields. To reuse a task type and its custom fields, users can save them as a Setting Pack. Custom fields can also be reused across the entire workspace.
In Monday, custom fields apply to all tasks on a board and are not restricted to specific task types.
Settings pack add-on features: A Leanbase Setting Pack includes Task Types with Custom Fields, Automations, Labels, and Statuses. Users can create, assign, or unassign Setting Packs to different boards, enabling them to reuse board configurations and streamline workflows across the entire workspace.
How to Import from Monday into Leanbase
How to Export a Monday Board as a CSV File
Note: Monday.com only exports data as an Excel file (.xlsx). To use it as a CSV file, you need to convert the .xlsx file to .csv format using a spreadsheet tool like Microsoft Excel, Google Sheets, or similar applications
Open the Board: Navigate to the board you want to export in Monday.com.
Access the Board Menu: Click the three-dot menu (•••) in the top-right corner of the board.
Choose Export Option
From the dropdown, select Export Board to Excel.
This will export the board data, including columns and rows, into an Excel (.xlsx) file.
Download the File
Try the Leanbase Import Tool
Leanbase offers a new, streamlined tool for importing data from Monday boards into Leanbase quickly
Click the hamburger menu icon located on the right-hand side of the screen to open board settings
Select import tasks button
In the Import tasks section, drag the CSV file you wanted to import or click the Select CSV file to import
Upload the Monday CSV file
Important note:
Step 1: Move all members to Leanbase boards
Before importing, ensure all users from your old boards are added to Leanbase to prevent tasks from being unassigned.
Step 2: Map Monday Boards to Leanbase Boards
Field Customization Options:
Select a Leanbase system field as the default for tasks or other Leanbase fields.
Search for existing fields in your workspace or create a new custom field to match.
Choose to ignore fields that are not relevant.
Field Customization Options:
Select a Leanbase system field as the default for tasks or other Leanbase fields.
Search for existing fields in your workspace or create a new custom field to match.
Choose to ignore fields that are not relevant.
Pro Tip:
Enable Show Unmapped Fields to display only unmatched fields for easier review.
Use the Ignore column fields unmapped button to skip unnecessary fields and speed up the import process, avoiding time spent on irrelevant data.
Users should double-check the data mapping to ensure the correct information is imported accurately.
Rearranging Monday Export for Leanbase Import
Since Monday.com does not directly export a CSV in the correct format for Leanbase, you must adjust the file manually to meet Leanbase’s requirements. Here's how to structure the data:
Required Columns for Leanbase CSV
Task Name
Fill in the task names from your Monday.com data.
Section
Specify the section where you want to store each task.
Task type
Specify the task type for each task, such as Module, Task, User Story, or Subtask.
Module: The highest level, representing an epic or a feature.
Subtask: The lowest level, representing detailed, specific work items linked to a parent task.
Module contains tasks and tasks contains subtask
Status
Specify the status of each task. You can rearrange and customize the status types after importing them successfully.
Assignee
Add the name or email of the assignee as they appear in Leanbase.
Description
Copy over or create descriptions for your tasks.
Task ID
Leave this blank or skip if you don’t have task IDs.
Labels
Add relevant labels to categorize or identify tasks.
Parent_ID
For subtasks, add a Parent Task ID to link them.
Example: If creating subtasks, assign a unique ID to the parent task in the Task ID field and reference it here.
Due Date
Format dates as m/dd/yyyy h:mm:ss PM/AM.
Example: 9/20/2024 6:27:00 PM.
Steps to Rearrange the Data
Open the Monday.com Export
Open the exported Excel file in a spreadsheet tool (e.g., Microsoft Excel or Google Sheets).
Match the Columns
Rearrange the columns in the exported file to match the Leanbase format:
Task Name, Section, Assignee, Description, Task ID, Labels, Parent_ID, Due Date.
Add Missing Columns
Insert any missing columns (e.g., Parent_ID or Due Date) and fill in the required details.
Format the Data
Ensure all data aligns with Leanbase’s required format (e.g., correct date format).
Save as CSV
Save the file in CSV (Comma delimited) format to prepare for import into Leanbase.
Leanbase CSV format:
Tips
Ensure consistency in Assignee names or emails to avoid import errors.
Use a unique ID for Parent and Task ID fields when linking tasks.
Validate your CSV format before importing to Leanbase to avoid errors.
Subitems in Monday refers to Subtask in Leanbase
Field Ignore Management:
Leanbase allows you to manage ignored fields during the import process effectively, user can select Show more button to unhide those ignored fields:
Ignore Specific Fields: Select individual fields that you don’t want to import and mark them as ignored.
Ignore All Fields: Quickly bypass all unmatched or irrelevant fields using the Ignore All Fields option on Unmapped Fields
Post-Import Task Management
Default Task Type Assignment:
After importing, all Monday tasks will automatically use the first task type in the Leanbase board settings (commonly named "Task") if you do not fill in the data for the Task type field.
Important Notes
There are some data in Monday will not imported
Archived Cards: Tasks archived in Monday will not be imported.
Archived Lists: Archived section and their cards will not be imported.