Productboard Migration

This guide will walk you through the process of migrating customer feedback from Productboard into Vistaly.

Note, if you’ve collected feedback from slack, ensure you follow steps 1-4 if you’d like to include messages collected from slack as part of your migration. Otherwise, skip to step 5.

Step 1: Create a Slack App

  1. Go to api.slack.com/apps
  2. Click the “Create New App” button
  3. Choose “From scratch”
  4. Name your app (e.g., “Vistaly Migration App”) and select your workspace
  5. Click “Create App”

Step 2: Configure User-Level Permissions

  1. In the left sidebar, click on “OAuth & Permissions”
  2. Scroll down to the “Scopes” section
  3. Under “User Token Scopes” (not Bot Token Scopes), add the following permissions:
    • channels:history (to read messages from public channels)
    • groups:history (to read messages from private channels)
    • channels:read (to get channel information)
    • groups:read (to get private channel information)
    • users:read (to get user information)
    • users:read.email (to match users by email)

Step 3: Install the App to Your Workspace

  1. Scroll up to the top of the “OAuth & Permissions” page
  2. Click “Install to {Workspace Name}”
  3. Review the permissions and click “Allow”
  4. After installation, you’ll see a “User OAuth Token” that starts with xoxp-
  5. Copy this token and store it securely - this is what you’ll need for the migration

Step 4: Channel Access

With a user token, access permissions work differently:

Public Channels:

  • The app can access the complete history of all public channels without being added to them
  • This simplifies the migration process as no manual channel joining is required

Private Channels:

  • The app will have access to private channels that the authorizing user is already a member of
  • Private channels the authorizing user is not a member of will not be accessible
  • Vistaly’s data migration tool will include a link to any instances it is unable to read so users can view those messages if they have access

Step 5: Export ProductBoard Feedback

If you use ProductBoard, you’ll need to export your feedback data:

  1. Log in to your ProductBoard account
  2. Navigate to the Feedback section
  3. Use the export functionality to download your feedback data
  4. Save the exported file for the next step

Step 6: Share Required Files with Vistaly

Share the following with us using a secure method:

  1. Your Slack user token (starts with xoxp-) if using slack
  2. Your ProductBoard feedback export file

Step 7: Upload Vistaly Feedback

The Vistaly team will return a CSV file that you can use to upload your feedback using the bulk feedback import feature.

Important Security Notes

  • The user token provides access to your Slack workspace data. Only share it through secure channels.
  • User tokens have broader permissions than bot tokens and should be handled with extra care
  • User tokens will expire if the authorizing user changes their password
  • After migration is complete, you can revoke the token by:
    1. Going to api.slack.com/apps
    2. Selecting your migration app
    3. Going to “OAuth & Permissions”
    4. Clicking “Regenerate” or completely uninstalling the app

Data Migration Limitations

Please be aware of these limitations:

  1. Private Channels: The app can only access private channels that the authorizing user is a member of
  2. Direct Messages: The app cannot access direct messages (DMs) or multi-person direct messages (MPDMs)
  3. File Access: While the app can see file metadata, downloading files may require additional permissions
  4. Rate Limits: Slack API has rate limits that may affect migration speed for very large workspaces
  5. Token Expiration: User tokens expire if the authorizing user changes their password

Need Help?

If you encounter any issues during setup, please reach out to our support team at support@vistaly.com.