Canny

Bulk import existing feedback into Canny Ideas by uploading a CSV file, mapping columns, and previewing rows before import.

Importing ideas from a CSV

Canny Ideas is now live, learn how to set up your account.

Canny Ideas Onboarding

Group, manage, and organize feedback into actionable ideas using clear hierarchy

Introduction to Canny Ideas

Navigating and using Canny Ideas to manage feedback hierarchies. Ideas are internal to your team but can interact with the Portal.

Using Canny Ideas

Understand, create, and manage grouping in Canny Ideas

Idea groups

Extended feedback in Canny Ideas to give relevant context and information from numerous sources.

Insights

Identify the most common subjects of feedback and quickly respond to user demand

Themes

Create robust, data-driven scoring models for sorting, filtering, and prioritizing ideas

Scores and formulas in Canny Ideas

Canny Ideas FAQ

Understanding how Canny ideas and posts interact

What's the difference between posts and ideas?

Toggle between how an idea is viewed internally and how it appears to end-users

Portal view vs internal view for Ideas

Canny MCP Server: How to set up Canny's MCP server so you can access Canny data in your AI tools like ChatGPT and Claude and Cursor.

Canny MCP Server

Quickly export your views from Ideas as a CSV within Canny. Exporting views from Ideas is useful for sharing feedback trends with stakeholders, doing offline analysis, or keeping external records…

Exporting Ideas

How Salesforce and HubSpot data sync works when Canny Ideas is enabled — enriching Insights with CRM context and powering user segments.

Integration data syncing — Ideas

How Salesforce and HubSpot opportunity data surfaces on ideas in Canny Ideas — via insights and the Impact Overview panel.

Opportunities — Ideas

How MRR and ARR data surfaces on ideas in Canny Ideas — via linked posts, insights, and the Impact Overview panel.

Recurring Revenue Tracking — Ideas

How scoring works in Canny Ideas — formula fields, their relationship to portal scoring, and where to configure them.

Internal roadmap scoring — Ideas

What notifications fire for Ideas dashboard activity, and how admin notifications work in an Ideas-enabled account.

Notifications — Ideas

How filters work on the Ideas dashboard — multi-select status and group filters, the sub-ideas toggle, and per-view persistence.

Filtering ideas in a view

How automatic translation works in the Ideas dashboard — translating ideas, posts, and insights to each viewer's preferred language.

Translations — Ideas

How to read and update portal post fields — board, tags, categories, Portal ETA, Portal Status — directly from the ideas table, plus the Votes field for scoring.

Updating portal fields from the Ideas dashboard

How to map idea statuses to portal post statuses (and vice versa) so they stay in sync when either side changes.

Status syncing between ideas and posts

How to add and configure custom fields on your Ideas dashboard — field types, scoring formulas, and column visibility.

Customizing Fields — Ideas

When Canny sends Slack DMs about ideas — assignment as owner and completion notifications to CRM-mapped account owners.

Slack notifications for idea owners and account owners

How to export idea data, insights, and scores from the Ideas dashboard as a CSV.

Exporting feedback — Ideas

Managing feedback and insights with nested structures for more streamlined coordination

Canny Ideas

How the Intercom integration works when Canny Ideas is enabled — Autopilot creates ideas, insight flow, and Ideas-specific settings.

Intercom Integration — Ideas

How the Zendesk integration works when Canny Ideas is enabled — Autopilot creates ideas, insight flow, and Ideas-specific settings.

Zendesk Integration — Ideas

How the HubSpot integration works when Canny Ideas is enabled — adding Insights from contacts and deals, Ideas settings, and data sync.

HubSpot Integration — Ideas

How the Salesforce integration works when Canny Ideas is enabled — adding Insights, Ideas-specific settings, and the June 2025 reinstall requirement.

Salesforce Integration — Ideas

How the Freshdesk Autopilot source works when Canny Ideas is enabled — Autopilot creates Ideas instead of portal feedback.

Freshdesk Integration — Ideas

How the Gong Autopilot source works when Canny Ideas is enabled — Autopilot creates Ideas instead of portal feedback.

Gong Integration — Ideas

How the Help Scout Autopilot source works when Canny Ideas is enabled — Autopilot creates Ideas instead of portal feedback.

Help Scout Integration — Ideas

How the Slack integration works with Canny Ideas — creating Ideas and Insights from Slack, Autopilot in Ideas mode, and Ideas-specific settings.

Slack Integration — Ideas

How the Zapier integration works with Canny Ideas — Scan with Autopilot creates Ideas, and which triggers and actions apply in Ideas mode.

Zapier Integration — Ideas

How the Zoom Autopilot source works when Canny Ideas is enabled — Autopilot creates Ideas instead of portal feedback.

Zoom Integration — Ideas

How the Chrome extension works with Canny Ideas — creating Ideas and adding Insights from any website, on behalf of a user or company.

Chrome Extension — Ideas

How the Segment integration works with Canny Ideas — user sync, Insight sources, and using synced data in Ideas mode.

Segment Integration — Ideas

How the Jira integration works with Canny Ideas — direct Idea-to-issue linking, 2-way status sync, and status mapping.

Jira Integration — Ideas

How the GitHub integration works with Canny Ideas — direct Idea-to-issue linking, 2-way status sync, and the GitHub Projects requirement.

GitHub Integration — Ideas

How the ClickUp integration works with Canny Ideas — linking Ideas directly to ClickUp tasks with 2-way status sync.

ClickUp Integration — Ideas

How the Linear integration works with Canny Ideas — direct Idea-to-issue linking, 2-way status sync, and status mapping.

Linear Integration — Ideas

How the Asana integration works with Canny Ideas — linking Ideas to tasks, 2-way status sync, and linking rules.

Asana Integration — Ideas

Ideas Integrations

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