Import

The Import / Export page brings your existing data into Productlane and downloads your data back out. Find it under Settings > Import / Export.

Imports need an active plan or trial. Once a trial ends, every import is switched off.

Import sources

Zendesk and Intercom imports need the Pro plan or above. They run in the background, so imported threads can take a while to appear.

The Intercom import brings in companies before contacts. Each company carries over its name and the domain parsed from its website field, and Productlane matches companies by name to avoid creating duplicates.

Two more importers are not on the page. Open them from settings search or Cmd/Ctrl + K:

• Productboard imports notes as threads and features as tags. It needs the Pro plan.

• Import attachments pulls in attachments from Linear's Intercom, Zendesk, or Front integrations. Pick the sources, and optionally include attachments from issues you already processed.

Import a CSV

1. Go to Settings > Import / Export.

2. Find the data type and click CSV.

3. Upload your file and say whether it has a header row.

4. Map the columns the wizard asks for, listed below.

5. Check the preview and finish. A confirmation appears when the import completes.

Columns per data type

• Conversations: contact email, contact name, created date, and message text. Choose whether imported threads start as done. The file is parsed in your browser.

• Contacts: email and name, with an optional image URL and subscribed flag.

• Changelog: title and date, with an optional description and image. Choose whether entries are published.

• Docs: title and content, with an optional summary, image, and group. Choose whether articles are published.

Markdown docs

Upload Markdown files, and each becomes a help center article. To import them:

1. Go to Settings > Import / Export, find Docs, and click Markdown.

2. Upload your .md files.

3. Click Preview & Upload. Preview Markdown Articles lists each article Productlane parsed, and you can remove any you do not want.

4. Click Run import to create the articles.

Export your data

1. Go to Settings > Import / Export.

2. In the Export section, click Export.

3. Choose Conversations, Contacts, Changelog, Docs (CSV), or Docs (Markdown).

Each export downloads right away as a CSV file, named like contacts-export-[date].csv. Docs (Markdown) downloads a ZIP with one Markdown file per article.

To export conversations for a date range, one row per message, ask an AI client connected through MCP.

Good to know

• Zendesk and Productboard credentials are used only for the import and are not stored.