If you're just getting set up in productboard, you'll want to load in existing features and requests. If you're just looking to perform a one-time import from a spreadsheet, use the Paste list of features option on the Features board.
But if you're looking to automatically import new features on an ongoing basis – like whenever a new row gets added to a spreadsheet (e.g. representing an incoming feature request) – you can use Zapier in combination with Google Sheets to route these into productboard!
Format your data
Zapier is a helpful tool for creating simple recipes ("zaps") for sending data from one system to another. Start by formatting your data so it will be easy to map to the fields in productboard.
First, organize your features sheet with the following column headers. (Your headers don't need to be copied verbatim from those below, but it helps if they're similar.)
- Owner — the person on your team who owns this feature.
- Name — the title of the feature.
- Status — current development status of the feature. By default, this can be "New idea", "Candidate", "Planned", "In progress", "Released", and "Archived". However, you can customize feature status values. If the feature statuses listed in your sheet don't match the feature statuses in your productboard space, feature statuses will default to the first available status in productboard (e.g. "New idea").
Optional (but recommended) headers:
- Description — text describing the feature.
- Tags — tags for retrieving certain features later.
Sample Sheet with headers and several rows of example data:
Now let's get set up in Zapier.
1. Sign in to Zapier. If you don't already have an account, set one up at Zapier.com.
2. Ensure data is properly formatted (see above). If your data isn't already in Google Sheets, import it into a new sheet now.
3. Set up your zap: Using this zap template, configure your new zap.
Configuring your Zap
Zapier will ask you to authorize access to your Google account and identify which sheet you'd like to pull data from.
After connecting your productboard account, you'll be prompted to begin mapping productboard's data fields to the data columns in your sheet. If you've already formatted your data according to the directions above, this part will be easy.
Make sure to select Show advanced options to display all available fields!
If there any fields you would not like to map dynamically, but would instead prefer that the value remain constant for all new features created, you can enter that constant value in place of selecting a spreadsheet column (or for a non-required field, leave it blank).
Want to route different features to different owners based on an existing data field?
- Under Feature Owner select Use a Custom Value (advanced).
- Then under Custom Value For Feature Owner ID select the column in your spreadsheet that contains the productboard user IDs for your feature owners. (The ID appears beside each name in the Feature Owner dropdown just above.)
Sit back and watch your new feature requests stream into your Features board!
Note that there will be a 15 minute delay between the time data is updated in your spreadsheet and when it appears in productboard. (Hint: it's not our fault.) Go treat yourself to some water cooler banter. ☕️
Want to customize the zaps linked above? Create a zap of your own!