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When you’re moving to Lane from another tool — or just have a backlog of feedback in a spreadsheet — CSV import brings it in bulk. You upload a file, map its columns to Lane’s fields, preview the result, and import. Imported feedback runs through the same processing pipeline as anything else, so it’s extracted, classified, and clustered into Signals right away. Import lives in Settings → Import, and is also offered during onboarding so you can seed your workspace on day one. Customers can additionally be imported from the Customers page.

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What you can import

  • Feedback — customer requests, notes, tickets, or any free-text feedback.
  • Customers — companies and their attributes (name, domain, size, revenue).

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How it works

The flow is the same for both types:
  1. Upload your CSV file.
  2. Confirm the file and choose the starting row — so header rows or preamble don’t get imported as data.
  3. Map fields — line up each Lane field with the CSV column that feeds it.
  4. Preview & import — check a sample of how the data will land, then import.

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Mapping feedback

When importing feedback, you map your columns to these fields:
  • Description (required) — the body of the feedback. This is the one field import can’t proceed without, since it’s what Lane processes.
  • Title (optional) — a short summary. Leave it unmapped and Lane generates one for each item automatically.
  • Customer Email (optional) — map this and Lane links each row to the right customer: it matches an existing contact or creates one, and groups contacts under a company by email domain. This is the difference between an anonymous pile of feedback and feedback tied to real accounts.
  • Customer Name (optional) — used alongside the email when creating new contacts.
  • Tags (optional) — apply one or more tags to every row in the import as a bulk default.
Always map Customer Email if you have it. It’s what carries revenue and tier into your Signals — feedback linked to accounts is what makes prioritization meaningful.

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Mapping customers

When importing customers, you map your columns to the customer fields — name, domain, size, and revenue. Domain is worth mapping: it’s what Lane uses to auto-link incoming feedback to the account and to fetch the company logo.

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FAQs

Q: Which fields are required?
A: For feedback, only Description — Title is generated if you don’t map it. For customers, map at least a name. Q: What if my file has header rows?
A: Choose the starting row during the confirm step so headers or preamble aren’t imported as data. Q: Does imported feedback get processed?
A: Yes — it goes through the same pipeline as any other feedback, so Insights are extracted and it clusters into Signals. Q: How does customer linking work on import?
A: Map a Customer Email column and Lane matches or creates the contact and groups it under a company by email domain — no manual linking afterward. Q: Can I import during onboarding?
A: Yes. CSV import is part of onboarding so you can bring your existing feedback in from the start.