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You can use the CSV Import feature to quickly bring insights into Lane from external tools that are not natively integrated. Whether you’re tracking feedback in HubSpot, Asana, or even a spreadsheet, simply export your data as a CSV file and import it into Lane in just a few steps.

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Why this matters

This feature helps you:
  • Migrate historical feedback or insights from tools like Excel, Airtable, or CRM platforms.
  • Bring scattered feedback into one centralized place.
  • Avoid manual entry when moving data into Lane.

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How to Access the Import Page

  1. Click your workspace name in the top-left corner.
  2. Go to Settings → Import.

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How CSV Import Works

The import process consists of four simple steps:

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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.)

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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 below your selected starting row will be imported.

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3. Map Fields

Map your CSV columns to Lane’s required fields:
  • Title: Required. If this column is blank for any row, Lane will auto-fill with placeholder text like Untitled Feedback #1.
  • Description: Optional. Can be left empty or unmapped.
You can also set optional default values that apply to all records:
  • Record Type: Feedback or Idea.
  • Tags
  • Product
  • Assignee

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4. Preview & Import

  • Review a preview of your data before finalizing the import.
  • Only a few rows are shown in the preview for quick verification.
  • Click Import to complete the process.
All records will be added to Insights with the Source field set to CSV

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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: Can I import records as Ideas instead of Feedback?
A: Yes, during field mapping, you can choose to import records as either Feedback or Idea. 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 records can be edited within the Insights module after the import is complete. Q: What is the maximum CSV file size supported?
A: Lane supports CSV files up to 5MB in size.