Import
Import conversations from Zendesk, Intercom, or your CSV.
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
Data | Sources |
|---|---|
Conversations | CSV, Zendesk, Intercom |
Contacts | CSV, Intercom |
Changelog | CSV |
Docs | Website, CSV, Markdown |
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
Go to Settings > Import / Export.
Find the data type and click CSV.
Upload your file and say whether it has a header row.
Map the columns the wizard asks for, listed below.
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.
Export your data
Go to Settings > Import / Export.
In the Export section, click Export.
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.
Good to know
Zendesk and Productboard credentials are used only for the import and are not stored.
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