How to Import Contacts to Monday.com Easily

If you are tired of juggling spreadsheets, sticky notes, or scattered email lists just to keep track of your clients, you are not alone. Many small business owners and team members spend hours trying to organize their contacts in one place.

The good news is that there is a much easier way.

You can import contacts to monday.com into one simple and colorful workspace. And with  Sync for Xero from Boost Plugins, you can make the entire process even smoother with expert guidance and friendly customer support whenever you need it. 

Our goal is to help you feel confident and relaxed while your Monday.com contact database stays organized and ready to support your business. And if you ever get stuck, our friendly customer support team for new clients is always there to help. 

Why Import Contacts to Monday.com Changes Everything

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If you have ever tried to manage your contacts in Excel or Google Sheets, you know how messy it can get. You start with a few names, and before you know it, you have hundreds of rows filled with numbers, emails, and scattered notes.

Or maybe your contacts are spread across emails, your phone, old documents, or social media. It feels like a puzzle with missing pieces.

Monday.com gives you one clean space for everything. It shows your contacts in a clear, friendly layout and helps you see exactly what you need without digging around. Once everything lives in one place, your day feels easier, and your work feels lighter.

Why Monday.com Is a Great Place to Store Contacts

You might be wondering, does Monday.com manage contacts like a regular CRM system? The answer is yes, absolutely. Monday.com is perfect for anyone who wants an easy and visual way to stay on top of relationships, clients, and leads.

Here is why:

• It keeps everything in one easy view. You can see names, emails, and phone numbers without digging through folders.
• It connects with other apps you already use, like Gmail, Facebook, or HubSpot.
• It is simple enough for anyone to use, even if you are not a computer expert.

And when you use Boost Plugins, importing your contacts becomes effortless. You click one button, and the work is done for you. No stress, no confusion, just results.

How to Handle Contact Information on Monday.com

Contacts organized in Monday.com 

Before you start adding people, it helps to understand how Monday.com stores your contact details. Think of it as a digital notebook. Every person gets their own row, and each column holds something important about them, such as:

• Name
• Email
• Phone number
• Company name
• Notes or follow-up reminders

You can add or remove columns based on what you want to track. And if you already have your contacts saved elsewhere, you can use Boost Plugins to transfer your contacts to Monday.com from Excel, Google Sheets, or other tools.

Step 1: Check Your Contact List

Primary Contacts board displaying contacts, accounts, and deals

If you already have a list of contacts in Excel, give it a quick check before importing.

Look for:

• Missing emails or names
• Duplicates
• Unnecessary columns

You do not have to make it perfect, but cleaning it up a little helps everything import more smoothly. Just make sure your columns have clear labels like “Name” or “Email.”

Step 2: Add Your Contacts to Monday.com in One Click

Now comes the fun part.

With Sync for Xero, you can move your contacts to Monday.com in one simple click. You upload your list, and our system takes care of the rest.

Here is what happens automatically:

• Your contacts are added to your Monday.com contact database.
• The columns in your file are matched correctly to your board.
• Duplicate entries are handled, so you do not have repeats.

You do not need to map anything or click through long setup screens. You just click once and let the system do the heavy lifting.

If something seems unclear, our customer support team is ready to walk you through it in plain English. We take pride in helping you get it right the first time.

Step 3: Review and Organize Your Contacts

Active contacts linked to company accounts on Monday.com

Once your import is complete, take a look at your new Monday.com contact database. Everything should now be organized and ready to use.

You can:

• Sort contacts by company, location, or status
• Add notes about conversations
• Connect people to projects or deals
• Tag leads or existing customers

This is where Monday.com really shines. It takes what used to be a messy contact list and turns it into a powerful yet friendly workspace.

Step 4: Automate the Easy Stuff

Create a Contact column settings

Now that your contacts are ready, you can make Monday.com work even harder for you.

Set up automations that:

• Notify you when new contacts are added
• Remind you to follow up with someone
• Link contacts to deals or emails automatically

The best part is that Boost Plugins makes these automations easy to set up. And if you do not feel confident, our team can guide you step by step.

We believe in customer obsession, which means we do not stop until you are fully comfortable and happy with your setup.

Step 5: Keep Adding Contacts Easily

The Monday.com contacts board settings menu with item creation options.

Once your first import is done, adding new contacts becomes second nature.

You can:

• Add contacts manually by clicking “Add item” and typing in their details
• Use a Monday form to let others submit contact info directly to your board
• Connect other apps like Facebook, HubSpot, or Salesforce, so new leads appear automatically

If you ever wondered how to add contacts to Monday.com, this is the answer. You can do it by hand or let Boost Plugins handle it for you. Either way, your contacts stay organized without you lifting a finger.

How to Sync Xero Contacts to Monday.com with Boost Plugins

If your business uses Xero for accounting, Boost Plugins can make your life even easier.

Instead of importing random contact lists, our Sync for Xero tool keeps your real and active Xero contacts perfectly aligned with your Monday.com CRM. This means your accounting and your CRM always match without manual work.

Here is what Sync for Xero does for you:

• Two-way contact sync: We connect your Monday.com CRM contacts with Xero so you can create invoices, bills, and purchase orders using real, legitimate contact records.
• Smart matching: Every contact is automatically linked to the right Xero record, keeping both systems in sync.
• Error-free imports: No duplicates, no missing details, no messy spreadsheets.
• Personal support: Our team is always available to guide you through setup or troubleshooting.
• Customer-first mindset: We care deeply about your success and peace of mind.

With Sync for Xero from Boost Plugins, you are not just syncing contacts; you are making Monday.com and Xero work as one. Your CRM stays organized, your accounting stays accurate, and your workflow feels seamless from start to finish.

Extra Tips to Keep Your Contact Database Clean

Once everything is in place, here are a few small habits that make a big difference:

Use Groups

Create simple groups like Leads, Clients, or Vendors to keep your contacts organized and easy to find. This makes it effortless to see who needs attention first and keeps your Monday.com contact database clear and tidy.

Add Notes

Write short notes under each contact to remember where you met, what you discussed, or when to follow up. These small reminders make every future conversation feel more personal and genuine.

Use Filters

With filters, you can quickly pull up contacts from a specific company, city, or group. Instead of scrolling through long lists, you can find exactly who you are looking for in seconds.

Connect Boards

Link your contacts board to your deals or projects so you always see the full picture of your relationships. These small touches help you turn Monday.com into a true relationship manager rather than just a contact list.

The Smartest Way to Manage Contacts

Learning how to gather all your contacts to Monday.com does not have to be a complicated or stressful task. Our goal is to take your scattered contact list you have been meaning to organize, and turn it into something that feels effortless and reliable.

Just one click, and you can finally relax knowing your Monday.com contact database is organized, accurate, and ready to support your business. All the names, phone numbers, and email addresses are now in one space, sorted and easy to find whenever you need them.

We care about your success, your comfort, and your peace of mind. Its organization is simple, and it is the peace of mind that comes when technology finally works the way you always wished it would.

FAQs About Importing Contacts to Monday.com

Does Monday.com manage contacts?

Yes. Monday.com was designed to help you store and manage contact information easily. You can track names, emails, phone numbers, and notes in one place.

How do I add new contacts manually?

Click “Add item” on your contact board and fill in the details. It is the simplest way to add contacts to Monday.com if you prefer doing it yourself.

How large a contact list can Monday.com handle?

Monday.com can handle thousands of contacts without slowing down. Boost Plugins ensure they are imported neatly and accurately.

Can I schedule imports or updates automatically?

Yes. You can set your contact list to update automatically, so new leads or changes are synced in real time without extra work.

Can I share my contact board with my team?

Yes. Monday.com lets you invite teammates to view or edit your contact boards. You can keep everyone updated in one shared place.

What makes Sync for Xero with Boost Plugins better than doing it myself?

Boost Plugins saves time and avoids errors. You upload your file, and we take care of everything else while you focus on growing your business.

Are you GDPR compliant?

Yes. Boost Plugins is fully GDPR compliant and inherits the full compliance of Monday.com.