Import and Export Your Ideas with CSV and Excel

How do I import existing ideas into Ideanote?

You import ideas by dragging and dropping a CSV or Excel file into your idea collection. You also have the option to click the import button to upload your file.

A guided wizard walks you through the import step by step. You review your data column by column and match each imported column to the correct field type, such as username or user email. You preview the ideas before completing the import to make sure everything looks correct.

Do I have to import ideas one by one?

No, you import multiple ideas at once through a single CSV or Excel file. The import process handles all ideas in your file in one batch.

You also have a separate import function for comments, which you add to existing ideas when working with more detailed data sets.

How do I export ideas from Ideanote?

You export ideas at any point using either a simple Excel export or an advanced Excel export. The simple export gives you the core idea data, while the advanced export includes detailed information such as ratings, who rated each idea, form entry data, markdown formatting, and creation dates for each field.

You also have the option to create a custom list view where you define which columns appear in your export. Once you save this view, you export the same data structure consistently every time.

How do I export only ideas from a specific phase or stage?

You create a custom list view and apply filters to show only the ideas you need, such as ideas in a particular evaluation stage or phase. Once you apply your filters, you export that filtered list as an Excel file.

You also navigate to the workspace level to access all ideas across collections, where you filter, sort, and export as needed.

What is the Magazine View and how do I use it?

The Magazine View lets you preview an idea collection in a magazine-style layout. You filter which ideas to include and adjust the layout to show or hide specific parts of each idea.

When you finish configuring the view, you export it as a PDF booklet. This works well when you want to showcase selected ideas to stakeholders or create a presentation-ready document.

Do I have to export all ideas or is there a way to extract specific data for reporting?

You have full control over what you export. You create custom list views that define exactly which columns and data fields appear in your export, then save those views for consistent reporting.

The advanced Excel export includes detailed data such as ratings, form entries, and timestamps. This gives you the raw data needed for external reporting tools or stakeholder presentations.