- Feedback — historical feedback, customer requests, or insights from tools like spreadsheets, Airtable, or CRM platforms.
- Customers — company records with details like domain, revenue, and size.
CSV import is available on the Business plan. Starter plan users will see an upgrade prompt.
How to access
- Click your workspace name in the top-left corner.
- Go to Settings → Import.
- Choose whether to import Feedback or Customers.
Importing Feedback
1. Upload your CSV file
Start by uploading your CSV file.- Files up to 5MB are supported.
- Drag and drop or browse to upload.
Make sure your file has a header row (e.g., “Title”, “Description”, etc.)
2. Confirm starting row
Once uploaded, you’ll see a preview of your data in a table.- Select the first data row — usually row 2 (after headers).
- Only the rows from your selected starting row onwards will be imported.
3. Map fields
Map your CSV columns to Lane’s feedback fields: Required:- Feedback Title — must be mapped to a CSV column. If a row has an empty title, Lane will auto-fill it as
Untitled Feedback #1,#2, etc.
- Feedback Description — maps to a CSV column. Can be left unmapped.
- Tags — select one or more tags to apply.
- Product — assign a product area.
- Assignee — assign a team member.
4. Preview and import
- Review a preview of your data before finalizing.
- Verify titles and descriptions look correct.
- Click Import to complete the process.
All imported records are added to Insights with the source set to CSV.
Importing Customers
1. Upload your CSV file
Same as feedback — upload a CSV file up to 5MB.Currently, only Companies records can be imported via CSV. User type records are not supported for CSV import at this time.
2. Confirm starting row
Select which row your data starts on (default: row 2, after headers).3. Map fields
Map your CSV columns to Lane’s customer fields:| Field | Required | Notes |
|---|---|---|
| Name | Yes | If empty, Lane auto-fills as Customer #1, #2, etc. |
| Domain | No | Validated for format and uniqueness. Duplicates are skipped. |
| Size | No | Must be a number. |
| Revenue | No | Must be a number. Defaults to 0 if empty or invalid. |
4. Preview and import
- Review the mapped data in a preview table.
- Click Import to complete the process.
- Status set to your default active status.
- Source set to Manual.
- A unique shareable URL auto-generated for each record.
Skipped rows
During customer import, some rows may be skipped. Lane reports which rows were skipped and why:- Empty name — the name column is blank.
- Invalid domain — the domain doesn’t match a valid format.
- Duplicate domain — a customer with that domain already exists in Lane, or another row in the same CSV has the same domain.
FAQs and Troubleshooting
Q: What if some rows are missing the Title?A: Lane will auto-fill them with
Untitled Feedback #X. However, it’s best to provide meaningful titles for better organization.
Q: What happens if I don’t map a Description field?A: That’s okay — it’s optional. Records without a description will still be imported. Q: Can I edit the records after importing?
A: Yes. All imported feedback can be edited in Insights, and all imported customers can be edited in Customers. Q: What is the maximum CSV file size supported?
A: Lane supports CSV files up to 5MB in size. Q: Does Lane check for duplicate customers?
A: Yes. During customer import, Lane checks for duplicate domains — both against existing records and within the CSV itself. Rows with duplicate domains are skipped and reported. Q: Does Lane check for duplicate feedback?
A: No. All feedback rows are imported as new records. Lane does not deduplicate feedback during import. Q: What default status are imported customers given?
A: Imported customers are assigned your workspace’s default active customer status. Q: Can I import customers from HubSpot instead of CSV?
A: Yes. If you have the HubSpot integration connected, you can sync customers directly from your CRM without a CSV file.