This will fetch all companies from your Productboard workspace and generate a CSV you can download and edit.
Type DELETE in the box below to enable the button.
Columns exported: PB Note ID, Type, Title, Content, Display URL, User Email, Company Domain, Owner Email, Creator Email, Tags, Source Origin, Source Record ID, Archived, Processed, Created At, Updated At, Linked Entities.
Date filter (optional)
Type DELETE in the box below to enable the button.
- Export notes from your source workspace (Export notes tab).
- Upload that CSV here and enter the migration source name.
- Download the transformed CSV — each note's pb_id is moved to source_record_id (so it can be deduplicated on re-import), source_origin is set to your source name, and pb_id is cleared so Productboard creates a fresh note in the target workspace.
- Import the transformed CSV into the target workspace (Import notes tab). Enable Migration mode to also remap linked entity UUIDs.
Example: if you enter acme-source, the original pb_id is written to source_record_id and source_origin is set to acme-source. Any pre-existing source_record_id on the note is replaced.