Exporting your features to a CSV is useful for migrating your data from one workspace to another or for reporting on it outside Productboard. There are two methods for exporting your features.
Note: You must be a maker or admin to run a CSV export.
In this article:
- Exporting a filtered list of features and data columns
- Exporting all components, features, subfeatures, and data fields
Exporting a filtered list of features and data columns
This method exports the features and data columns visible on a specific board of your choice. Do this when you only need to export a subset of your data, or when you don't want to include components and subfeatures in the export.
- Create or open a features board.
- Click the Grouped by option and choose Sorted list, Release, or Status.
- (Optional) Adjust the board's filters to limit which features are visible. Only features that agree with the filters will be exported.
- (Optional) Use the Add columns button to edit which data columns are visible. Only visible data will be exported.
- Click ••• More actions in the top right corner of the board and select Export as CSV.
- Your CSV will be downloaded within seconds. Open it to make sure you captured the desired data.
Keep the following in mind when using this method:
- You do not have to save the board before exporting. This means you can make adjustments, export the board, and then discard your changes from Save > Discard changes. Your exported CSV will show the adjusted board's data, not the original's. Alternatively, you can lock the board to prevent anyone from accidentally saving changes. A locked board can still export to CSV.
- If you don't see the Export as CSV option in the ••• More actions menu, make sure your board is grouped by Sorted list, Release, or Status. You cannot export a board grouped by Hierarchy or Matrix.
- It doesn't matter if your releases are collapsed or expanded. On a board grouped by Release, all features which agree with the board's filter will be exported regardless of visibility.
- If you want release data in the CSV, you must add release columns. A board grouped by Release won't automatically include release data for each feature.
Exporting all components, features, subfeatures, and data fields
Use this method if you want a more comprehensive export that includes all data fields for every component, feature, and subfeature that you have access to in your workspace, This method makes use of Productboard's APIs but requires no knowledge of how they work.
- Make sure you're signed in to your Productboard workspace.
- Paste this URL into your browser:
https://[your_workspace].productboard.com/api/features/export
- In the pasted URL, replace "[your_workspace]" with the name of your workspace, which you can find by looking at the dropdown in the top left corner of Productboard. (In the below example, it's "excellence-ced".)
- Press enter.
Within a few minutes, you'll receive an email with a link. Follow the link and the instructions within to download your CSV.
Note: Data or entities which you are restricted from accessing for any reason will not be included in the export.
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