Importing a Tracking Plan

Most companies already have a tracking plan in one of their existing tools or manage their tracking plan in an Excel sheet or similar. To get the most out of Iteratively as quickly as possible, it can be helpful to import what you already have into Iteratively so you can use the collaboration and versioning tools when updating and expanding your tracking plan.

Iteratively supports importing CSVs of the following formats:

  • Mixpanel Export
  • Amplitude Export
  • Iteratively Format

Importing#

  1. Open the import utility from the account dropdown in the top right corner of the Iteratively application:
Account Dropdown
  1. In the Import utility, upload a file one of the supported formats:
Import Modal
  1. You will be navigated to the branch that your changes have been imported into. From here, you can modify the imported tracking plan before merging it into your existing Iteratively Tracking Plan.

Limitations#

Currently, we support importing up to 500 events. If you have more than 500 events, please contact us at support@iterative.ly and we'll help you get started with Iteratively.

Iteratively Format#

If you don't use Mixpanel or Amplitude to manage your tracking plan, you can format your data into a CSV with the following columns for importing into Iteratively.

Tip

You can download a sample Iteratively-format tracking plan CSV from here.

  • Event
  • Event Description
  • Event Source
  • Property name
  • Property description
  • Property Type (can be one of: string, number, boolean, array, object, enum)
  • Property Required (can be one of: FALSE, TRUE)

Exporting from Mixpanel and Amplitude#

Mixpanel#

  1. To export from Mixpanel, log into your account and navigate to the "Lexicon" as shown:
Mixpanel Lexicon
  1. On the lexicon page, click "Export" in the top right
Mixpanel Export Button
Hint

Don't see the Export button? Make sure your account's role is either "Project Owner" or "Admin"

  1. Ensure you select "Events & Properties", before clicking "Send CSV"
Mixpanel Export Modal

Once you receive the CSV file by email, you can upload it following the instructions above to import into Iteratively.

Amplitude#

  1. To export from Amplitude, log in to your account and navigate to the "Govern" tab
Amplitude Govern
  1. On the Govern page, click the "Download" button in the top right
Amplitude Download Button
  1. Ensure "Schema of all events and their event properties" is selected, and click "Download"
Amplitude Download Modal

You can now upload the downloaded CSV to iteratively, following the instructions above.