The Scenario
A new enterprise deal closed last Friday. The account executive uploaded 200 accounts from Salesforce into an Excel sheet and handed it off to you — customer success — asking you to get them into Productboard before the onboarding calls start Monday. Productboard needs them as companies so your CS reps can link feedback notes to accounts as they come in. The handoff note says "just import them." There is no import button in Productboard for companies.
The bad version:
- Open Productboard. Click "Add company." Type the company name. Paste the domain. Paste the description. Click save. Click "Add company" again.
- After 15 companies you've made four typos and had to go back and edit three records.
- After 40 you estimate you'll be done in about four hours. You have a 2 PM call.
The accounts are already in the sheet. They were already in Salesforce. The data exists — it just isn't in Productboard yet, and there's no path that gets 200 rows there without clicking through each one.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the company data from your sheet and creates the records in Productboard through its built-in integration.
For each row in columns A through C — company name in A, domain in B, description in C — create a company in Productboard and paste the returned company ID into column D
What You Get
- A Productboard company record created for every row in your sheet.
- The returned Productboard company ID written into column D as confirmation.
- Any rows where creation failed (duplicate domain, missing name) flagged in column D with the error reason instead of an ID.
- The sheet becomes your audit trail — column D tells you exactly which accounts made it in.
What If the Data Is Not Quite Ready
Some domains are blank
For each row in columns A through C, 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 E "domain-missing"
The descriptions have HTML tags 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 E before the API call so I can review it.
Some companies may already exist in Productboard
Before creating, fetch all existing Productboard company domains and write them into Sheet2. For each row in Sheet1, check whether the domain in column B already exists in Sheet2 — if it does, skip the row and mark column D "already-exists". Create only the new ones.
The full dedup-and-import chain
Fetch all existing Productboard company domains into Sheet2. For each row in Sheet1: if the domain in column B is already in Sheet2, mark column D "exists". If column A is blank, mark column D "name-missing". Otherwise create the company and write the returned ID into column D.
Three failure modes handled in one prompt, with a clean column D when it's done.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet containing account data from Salesforce, HubSpot, or a CSV export — then ask SheetXAI to push all of it into Productboard as companies before your next onboarding cycle. See also bulk importing feedback notes or the hub overview.