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:
Importing company data from a CSV
To import CSV company data to Productboard:
- From the Main menu, click Data > Companies.
- Click Import.
- Click Download CSV template. Productboard will automatically generate a template with a column for each company data field.
- Use the template to format your company data. If you don’t have data for one of the 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.
Note: The columns of the template are based on the company data columns you've configured in Productboard. See Configure custom company data fields for details.
- Save your template as a UTF-8 encoded CSV.
- Drop or paste your data into the importer window in Productboard, or click Browse files to select the CSV.
- Review your uploaded company data. To view more rows of data, click Show more rows.
- When you’re ready to upload your data, click Import companies.
- 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 website 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.