Moving your experiment tracking from spreadsheets to Experiment OS

If you’ve outgrown your “spreadsheet of doom” (too many tabs, knowledge walking out the door, or too much time maintaining the sheet), this guide gets you into Experiment OS with minimal fuss. If a team uses the AI guidelines we’ve provided on the Import page to produce a JSON, most teams can move it across in minutes. Otherwise you need a workable import, not a perfect one; you can refine as you go.

1. 1

   Export your experiment log

   Export to CSV (or similar). Include: hypothesis or test name, status (e.g. backlog, running, done), result if done, decision (ship, iterate, stop, investigate), and any learnings. If you have multiple tabs (backlog, running, done), combine or export each and plan how they map into projects and statuses in Experiment OS.

2. 2

   Get the import format and map columns

   In Experiment OS, sign in and go to your organisation's Import page. Download the import template (JSON or CSV) so you know the expected columns. Map your spreadsheet: hypothesis/idea to name; status to status; result, decision and learnings to the template. You can use one JSON file (projects, research, hypotheses, experiments in one go) or separate CSV files per type. You don’t need a 1:1 column match; focus on: what did we run, what did we decide, what did we learn.

3. 3

   Upload and import

   On the Import page, upload your file. For JSON, you can import projects, research items, hypotheses and experiments in one run. For CSV, upload by type (research items, hypotheses, experiments) and choose the target project. The app validates and reports what was created; fix any errors and re-import if needed. Start with the last 20–30 items that matter most if you prefer to test the flow first.

4. 4

   Link research where it matters

   If you have research (surveys, heatmaps, interviews) that supported hypotheses, add them via Import or the Research library and link them to the relevant hypotheses. You don’t have to do everything day one; prioritise the tests you’re most likely to refer back to.

5. 5

   Invite the team

   Once the first batch is in, invite the team. They’ll see one source of truth. New experiments go in Experiment OS from here on. You can backfill more history over time.

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