Monday import readiness

Quick Import

All imports
Accessno session
TenantNot selected
Required roleTenant admin
CreatesWorkspace, board, groups, items
SourceCSV, Excel, Monday export
Import is locked for this session.

Sign in is required before Orbit can read tenant-scoped work data.

Customer migration path

Paste an export and create an Orbit board

Use this when a monday.com trial or account is expiring and the team needs a fast tenant-safe bridge into Orbit. The importer creates a private workspace, a main board, groups from the selected group column, items from the selected title column, status from the selected status column, and custom field values for the remaining columns.

Tenant boundaryHeld

No tenant id is accepted from the form. Every write uses the active Orbit tenant context and Supabase RLS.

One-step import

New workspace and board

What gets created

Import result

Import audit

An `orbit_import_jobs` row and imported `orbit_import_rows` are written under the active tenant.

Work data

A private workspace, main board, groups, items, columns, and field values are created in Orbit-owned tables.

Guardrails

The form does not accept tenant ids or secrets and only runs for active tenant owner/admin sessions.

Next step

Users can review imported work in Boards or Table, then keep using staged import rollback for existing-board jobs.