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When you move to Sleekplan from a spreadsheet or another feedback tool, you don’t have to start with an empty board. The importer brings your existing feedback posts, changelog updates, and user accounts into your workspace, so your history and your customers come with you. There are two ways to import:
Importing is available to workspace owners and admins. It maps to the “Import and export data” permission. Team members with a lower role won’t see the Import screen.

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Where to find the importer

Go to Settings → Integrations & Developers → Import. The Import item under Integrations and Developers in the settings sidebar On the Import screen you pick two things: what to import (feedback posts, changelog updates, or user accounts) and the source (a CSV file, or one of the supported tools). The Import data screen with the what-to-import and source selectors

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What you can import

What to importFrom a CSV fileFrom another tool
Feedback postsYesCanny, Upvoty, UserVoice
Changelog updatesYesNot available
User accountsYesNot available
Native importers also bring in the comments and votes attached to each post, and create the users behind them. Categories, statuses, and tags are matched to what already exists in your workspace, or created for you when there’s no match.

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How an import runs

Imports run in the background, so you can start one and leave the page.
1

You start the import

After you choose what to import, pick a source, and provide your file or API key, click Start import. Sleekplan schedules the job and shows the message “Import scheduled. It will run shortly.”
2

Sleekplan processes it in the background

The job runs on its own, typically within a few minutes. Large imports from another tool can take longer because Sleekplan pages through every post, vote, and comment.
3

You get an email when it finishes

When the import completes, the workspace owner receives an email with a log of what was imported, skipped, or failed.

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Track or cancel an active import

While an import is scheduled or running, it appears in an Active imports list on the Import screen with its status. You can Cancel an import while it’s still scheduled. Once it has started processing, it runs to completion.

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Before you import

A few settings are worth checking first so the import goes smoothly.
Turn off post moderation before importing feedback. With moderation on, every imported post lands in your review queue as pending and needs manual approval. Switch it off under Settings → Feedback, run the import, then turn it back on.
Pause email notifications during a bulk import so your users aren’t flooded with new-post or reply emails while their data lands. See Manage email notifications. Changelog imports never notify subscribers, so those are safe.
Two more things to know before you run an import:
  • Categories, statuses, and tags are created as needed. If an imported post references a category or status that doesn’t exist yet, Sleekplan creates it. Names are matched case-insensitively, so Feature and feature map to the same category. Clean up the names in your file first if you want to avoid stray categories.
  • Posts and changelog entries aren’t de-duplicated. Running the same import twice creates duplicate posts. Users are the exception: they’re matched by email, so re-importing the same email reuses the existing account instead of creating a second one.

Import from a CSV file

Format your spreadsheet, map the columns, and import posts, changelog updates, or users.

Import from another tool

Move your board over from Canny, Upvoty, or UserVoice with an API key.

Export your data

Download feedback, changelog, users, votes, and survey results as CSV.

How end-user accounts work

Understand the users you’re importing and how they belong to your workspace.