Exporting your notes into a CSV

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Makers can use this handy API endpoint to export all your notes, components, features, and subfeatures in seconds. This is useful if you want to migrate your data from one Workspace to another due to a company acquisition or if you want to report on your data outside of Productboard.

In this article:

Relevant to both new and legacy boards

Exporting all notes

When exporting notes the following data will be exported: 

notes_export.jpg

  • id: The notes id number.
  • created_at: The date the note was created.
  • note_title: The notes title.
  • note_text: The text/body of the note.
  • state: Whether the note is processed, unprocessed, or archived. 
  • creator_name: The name of the person who created the note.
  • creator_email: The creator of the notes email address.
  • owner_name: The member of your product team who is responsible for the area of the product that the note is about.
  • owner_email: The email address of the note owner. 
  • user_name: The name of the user the feedback is from.
  • user_email: The email address of the user the feedback is from.
  • company_name: The name of the company the user is from who provided the feedback.
  • company_domain: The domain of the company the feedback is from, e.g., productboard.com 
  • source_id: The id number of the source of the feedback, such as third-party integrations like Zendesk, Intercom, and Slack.
  • source_url: The URL of the source of the feedback, such as third-party integrations like Zendesk, Intercom, and Slack.
  • tags: The tags associated with the note.
  • uuid: The note UUID.
  • last_updated_at: The date the note was updated the last time.
  • company_uuid: The UUID of the company the feedback is from.

To export all notes:

  1. Make sure you're signed in to your Productboard workspace.

  2. Paste this URL into your browser:
    https://[your_workspace].productboard.com/api/notes/export
    Note: To locate your workspace name, see the article How can I find my workspace name?
  3. Insert your workspace's name into the URL. (When you're logged into Productboard, this will be at the beginning of the URL, before "productboard.com".)
  4. Press enter.

Limitations

Exports include all notes, but only the content (description field) of some types of notes is included in the export:

  • The content of the note is included for all notes that are created in Productboard, the Portal, or via the Chrome extension or email.
    created_in_pb_export.jpg

  • The content of the note is not included for notes that are created via third-party applications such as Zendesk, Slack, and Intercom. For these notes, all data is exported except for the content. (The note_text field is left blank.)
    3rd_party_note_export.jpg

Exporting all notes with associated features

If you want to maintain a record of the features associated with certain notes, use this export option. This API endpoint will provide you with the same information as the one above and will also include the following: 

  • feature_name: The name of the feature the note is assigned to. 
  • feature_id: The id number of the feature.
  • parent_feature_id: The parent feature id number if note is assigned to a subfeature. 

To export all notes with associated features:

  1. Make sure you're signed in to your Productboard workspace.

  2. Paste this URL into your browser:
    https://[your_workspace].productboard.com/api/notes/export?export_type=with_features
  3. Insert your workspace's name into the URL. (When you're logged into Productboard, this will be at the beginning of the URL, before "productboard.com".)
  4. Press enter.

Stripping HTML from exported notes

By default, the description fields of exported notes includes HTML formatting.

HTML_formatted_export.jpg

However it is possible to export notes without the HTML formatting. 

note_with_html_stripped.jpg

To export without HTML, append the following parameter to the export URL:

&strip_html=true

So the final URL you enter in your browser might look like this:

https://[yourworkspace].productboard.com/api/notes/export?export_type=with_features&strip_html=true

Troubleshooting

When exporting features and notes into a CSV, Excel will sometimes misformat special characters. In order to resolve this, the CSV needs to be imported to Excel in a specific manner.
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In Excel:

  1. Go to the Data tab.
  2. Select in the database icon, Get Data...
  3. Select from text/ CSV, then pick the CSV export file.
  4. There will be a preview of the imported file. There’s nothing to change here but click on the Load button.
  5. Then the CSV is perfectly imported.

See also:

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Comments

23 comments
Date Votes
  • Very helpful - is there a way to export comments attached to notes?

    2
  • Hi Shane Blake, Evan here from Productboard. Currently, it is not possible to export internal comments that may be associated with your notes. With that said, I have shared this as a feature request for our Product team to review further. Thanks for your feedback!

    2
  • This is great, thank you for the feature.

    In the future, do you think that we will be able to define time frames for the download, like: last 7 days, etc?

    Also, will the functionality be added to postman?

    3
  • Hi Leah Picone, Aoife here from Productboard. The option to define timeframes for the export is something that we have shared with the Product team to consider for the future, but it's not something we are actively working on at present. In terms of the export functionality being added to the main OpenAPI specification, I'll also pass this request on for you. 
    Thanks for your feedback!

    0
  • Is the API the only way we can export PB info into csv?

    0
  • Hi Minh Pham, Aoife here from Productboard. Currently when it comes to exporting Notes, the API endpoint is the only option. However, on the Features board it's possible to export either with the API endpoint or the Features Board CSV export

    0
  • Thanks! Is there a way to export the note history? It would be great to look at processed date, for example.

    0
  • Hello Kimmy Packebush, it's Lydia here from Productboard!

    Exporting a note's history to a CSV is not currently possible. The current export exports the 'created at' date but not the processed date. I will post your feedback on our insights board, so we can look into exporting a note's history as a feature request. 

    0
  • Is there a way to export notes only within a certain filter view? 

    0
  • Can this export be accomplished with a REST API call as opposed to within the browser?

    0
  • Hi Jennifer Ferralli, it's Aoife here from Productboard. At present there's no option to export notes only from a specific filtered view, and so instead you would need to export all notes and filter the CSV. That said, I have shared this as a feature request for our Product team to consider for the future. Thanks for your feedback!

    0
  • Hi Charlie Emple, thanks for the question! There's no option within our Public REST API for exporting notes at present. I'll be sure to share this back to the team though as I can see how expanding the APIs here would help various teams. 

    0
  • Hi @...! Thanks for your reply, and for passing along the feedback. I was curious about the functionality underlying Productboard's Zapier connector being able to detect new notes... It doesn't appear that any of the available webhook subscription types are for notes, though. Would you be able to share what mechanism underlies Productboard's Zapier connector to trigger off new notes?

    0
  • We ended up working around it by adding tags to each "cohort" we wanted to focus on and then exporting the entire set of notes so we could then filter them later in the ss.  

    0
  • Hi Charlie Emple, Evan from Productboard here. I just wanted to let you know I turned your latest question into a ticket with our support team and they will follow up with you directly over email about that ask. 

    Jennifer Ferralli I am glad to hear you found a workaround. 

    0
  • Hey @... @... Is there an ETA about:

    1. GET/POST request in REST API for exporting notes?
      productboard.com/api/insights/note-insights
    2. POST request for linking between notes to feature (creating insights) ?
      productboard.com/api/snippets/linked
    1
  • Hi Gal Cohen

    I turned your question into a ticket with our support team, who will be best able to assist you with this. They will follow up with you via email. 

    0
  • Hi @...,

    I'm interested in being able to export Insights. Is this going to be available?

    Thanks!

    0
  • Hi Joe Lagana-Jackson , can you explain what you are looking to do? Notes are insights linked to a feature, so this article explains how to export those notes.

    Is there something else you are looking to achieve? If so, you can reach out to our Support team via email support@productboard.com or our chat.

    0
  • I see what's happening. I'm testing submitting insights via a Slack integration. When I export the notes, none of the actual content is being exported: The note_text column is blank. Any thoughts? I'll also reach out to support. 

    0
  • Hi Joe Lagana-Jackson thanks for your explanation, as mentioned in the article

    The content of the note is not included for notes that are created via third-party applications such as Zendesk, Slack and Intercom. For these notes, all data is exported except for the content. (The note_text field is left blank.)

    This is probably the reason why.

    1
  • Thanks, @...! I missed that detail. Are there any plans to address this issue?

    0
  • Not that I am aware of currently Joe Lagana-Jackson, but I will send your feedback to our Product team for consideration. 

    1

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