Import company data via CSV

 

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Adding your customers to Productboard lets you identify feedback they've submitted, surface feature ideas they've requested, and create custom roadmaps filtered for the features they care about most. Here's how to do that in bulk. 

In this article:

How to upload company data using a CSV import

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  1. Navigate to Companies in the Data section of the Main menu. Then click the Import button in the top right corner.
  2. Click Download CSV template. Productboard will automatically generate a template with a column for each company data field.
  3. Use the template to format your company data. If you don’t have data for one of your data field columns, leave the column blank, but maintain the header. It’s okay to leave cells blank! If you import new information for an existing company, the import will replace the existing data in those fields.
  4. Save your template as a UTF-8 encoded CSV.
  5. Review your uploaded company data. To view more rows of data, click Show more rows.
  6. When you’re ready to upload your data, click Import companies.
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  7. Once the import begins, you can close the import popup window. The import will continue running in the background.

Productboard uses the company name and domain fields to identify companies that may already be in your Productboard account. The import will attempt to de-duplicate companies with minor variations in spelling, spacing.

Warning: The CSV importer cannot de-duplicate companies which have been imported from Salesforce, and vice versa. It's usually better to decide ahead of time whether you'll use the CSV importer or Salesforce integration importer, as using both can cause duplication headaches. 

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