The Scenario
A new enterprise deal closed Friday. The account executive exported 200 accounts from Salesforce into an Excel workbook — company name in column A, domain in column B, description in column C — and sent it over with a note: "Can you get these into Productboard before Monday?" Customer success needs them as company records so reps can link feedback to accounts during onboarding calls. There is no import button in Productboard for company records.
The bad version:
- Open Productboard. Click "Add company." Type the name. Paste the domain. Paste the description. Click save. Click "Add company" again.
- By company 20 you've made six typos and corrected three.
- Finish 50 out of 200 before your next call. Flag the rest as "to do later." Later never happens before Monday.
The data was already in the workbook. It was already in Salesforce. The friction is entirely in the gap between where the data lives and where it needs to land.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the company data from your workbook and creates the records in Productboard through its built-in integration.
Create Productboard companies for every row in this Excel sheet using column A as name and column B as domain, writing each company ID back into column C
What You Get
- A Productboard company record created for every row.
- The returned company ID written into column C as confirmation.
- Any rows where creation failed — duplicate domain, missing name — get the error message in column C instead of an ID.
- The workbook becomes your audit trail.
What If the Data Is Not Quite Ready
Some domains are blank
For each row in columns A through B, create a Productboard company using column A as name and column B as domain. If column B is empty, create the company without a domain and mark column D "domain-missing"
The descriptions contain HTML from the Salesforce export
For each row, strip any HTML tags from column C before using it as the description when creating the Productboard company. Write the cleaned description into column D first so I can review it.
Some companies may already exist in Productboard
Fetch all existing Productboard company domains into Sheet2 column A. For each row in Sheet1, check whether the domain in column B already appears in Sheet2 — if it does, mark column C "already-exists" and skip. Create only the new ones.
The full dedup-and-import chain
Fetch all Productboard company domains into Sheet2. For each row in Sheet1: if the domain in column B is already in Sheet2, mark column C "exists". If column A is blank, mark column C "name-missing". Otherwise create the company and write the returned ID into column C.
All three failure modes handled, with a clean column C when it's done.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook containing account data from Salesforce, HubSpot, or a CRM export — then ask SheetXAI to push all of it into Productboard as company records before your next onboarding cycle. See also bulk importing feedback notes or the hub overview.