Import Customer Companies into Productboard
Open Settings → Companies → Import and use the supplied CSV template for Company name and Company website. The company importer does not import additional company field values.
Before you start: Prepare clean account names and websites, and decide whether CSV or Salesforce will be the company identity source before loading both.
Worked example: Import Northwind and Bellwether as two companies using their distinct websites. ARR belongs in a separate field population process, not an extra unsupported CSV column.
Step-by-step guide
Choose one company source
Check whether these accounts already arrived from Salesforce. Do not start a second import solely because the visible spelling differs.
Download the current template
Use Main menu → Settings → Companies → Import → Download CSV template. Keep the two supported headers intact.
Prepare a small sample
Populate the company name and website rows, then save UTF-8 CSV. Normalize obvious whitespace while retaining meaningful legal distinctions.
Review before importing
Drop the file into the importer or use Browse files. Inspect the preview and use Show more rows to check additional records.
Complete and inspect
Click Import companies and check the resulting company records. Track custom-field work separately from the successful company creation.
Common mistakes
Expecting revenue columns to import
The documented company CSV flow only handles name/domain information. Build custom fields and use a supported population path for other attributes.
Mixing Salesforce and CSV identity sources
The importer cannot deduplicate across Salesforce-imported companies and CSV imports in the documented workflow.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.