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Import & Export

Copera makes it easy to bring your data in from other platforms and export it when you need to share, report, or back up your work. Whether you are migrating from Monday.com or need a CSV snapshot of your board, this page covers all available import and export options.

Importing from Monday.com​

Copera provides a dedicated import wizard that migrates your Monday.com boards -- including columns, rows, users, and structure -- directly into Copera.

Prerequisites​

  • You need a Monday.com API token. You can generate one from your Monday.com account under Admin > API.
  • You must have permission to create boards in your Copera workspace.

Step-by-Step Import​

  1. Open the Create Board dialog in your workspace.
  2. Select the Import from Integration option.
  3. Choose Monday.com as the source platform.
  4. Enter your Monday.com API token when prompted.
  5. Copera connects to your Monday.com account and displays a list of available boards.
  6. Select the board(s) you want to import.
  7. Map users -- Copera shows a user mapping step where you can match Monday.com users to existing Copera workspace members. This ensures that assignments and ownership are preserved after import.
  8. Click Import to start the migration.

The import runs as a background job. Depending on the size of your board, it may take a few seconds to several minutes. You will receive a notification when the import is complete.

What Gets Imported​

Monday.com ElementCopera Equivalent
BoardBoard
GroupsTables
ColumnsFields (mapped to closest Copera field type)
Items (rows)Rows
Status labelsStatus/Dropdown options
People assignmentsUser field assignments (via user mapping)
Text, Number, Date columnsCorresponding Copera field types

Import Notes​

  • Some Monday.com column types may not have a direct Copera equivalent. In these cases, data is imported as a text field to preserve the information.
  • File attachments and Monday.com-specific features (dashboards, integrations) are not included in the import.
  • You can run the import multiple times if needed. Each import creates a new board rather than updating an existing one.

CSV Import​

For data from spreadsheets or other tools, you can import rows via CSV:

  1. Prepare your CSV file with a header row matching your board's column names.
  2. Open the board and navigate to the table where you want to add rows.
  3. Use the Import option in the board menu.
  4. Upload your CSV file.
  5. Copera maps the CSV columns to your board's fields. Review and adjust the mapping if needed.
  6. Confirm to import the rows.

Exporting Board Data​

Export to CSV​

Export your board data as a CSV file for use in spreadsheets, reports, or external tools:

  1. Open the board you want to export.
  2. Click the Export option in the board menu.
  3. Select CSV as the export format.
  4. Choose whether to export all rows or only the currently filtered/visible rows.
  5. The CSV file is generated and downloaded to your computer.

The exported CSV includes all visible columns and rows, with dates formatted in ISO format and select fields exported as their label values.

Export Considerations​

  • Filtered exports -- If you have active filters, you can choose to export only the rows that match your current filter. This is useful for creating targeted reports.
  • Column order -- Columns are exported in the same order they appear in your board view.
  • Rich text -- Paragraph fields are exported as plain text. Formatting is not preserved in CSV exports.
  • Files and images -- File attachment columns export as URLs rather than embedded files.

Backup and Restore​

While Copera does not offer a one-click board backup feature, you can create manual backups by:

  1. Exporting to CSV regularly to maintain offline snapshots of your data.
  2. Using the Public API to programmatically extract board data for automated backup workflows.

For teams that need automated or scheduled backups, the Copera Public API provides endpoints for reading board structure and row data, which can be integrated into your existing backup infrastructure.

Best Practices​

  • Map users carefully during Monday.com imports to preserve assignment history.
  • Export filtered views when you need a focused report rather than the entire dataset.
  • Create regular CSV exports before making large structural changes to your board, as a safety net.
  • Test imports with a small dataset first to verify column mapping before importing large boards.

Next Steps​

  • Learn about Board Permissions to control who can import and export data.
  • Explore Field Types to understand how imported data maps to Copera columns.
  • Set up Automations to process newly imported rows automatically.