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Overview

Tag Insight provides multiple methods to import your existing tracking plans, making migration quick and painless. Whether you’re starting from scratch or have existing documentation, we have an import method that fits your workflow.

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Import methods comparison

Detect tracking plan

Automatic detection using live traffic
  • Zero configuration required
  • Discovers all implemented events
  • AI-powered variable detection
  • Best for: Existing implementations

Chrome extension

Semi-automated capture
  • Browse and capture events
  • Selective import
  • Visual validation
  • Best for: Quick setup

Excel import

Import from Excel files
  • Use existing documentation
  • Structured format
  • Template provided
  • Best for: Teams with Excel-based plans

Manual creation

Build from scratch
  • Full control
  • Use templates
  • Progressive building
  • Best for: New implementations
The most innovative feature of Tag Insight - automatic tracking plan detection using real user traffic.

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How it works

1

Install pixel

Ensure the Tag Insight pixel is installed on your site
2

Start detection

Navigate to Tracking Plans > Detect Tracking Plan
3

Configure detection

  • Duration: How long to collect data (1 hour to 7 days)
  • Pages: Specific pages or entire site
  • Sampling: Percentage of traffic to analyze
4

Let traffic flow

The system automatically captures all data layer events from real users
5

Review & import

Review detected events and import selected ones

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Detection settings

{
  detection: {
    duration: "24 hours",
    sampling: "10%",
    pages: "all",
    min_occurrences: 5,
    include_rare_events: false
  }
}

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Advantages

  • ✅ Discovers undocumented tracking
  • ✅ Captures real-world variations
  • ✅ No manual browsing required
  • ✅ Includes actual data samples
  • ✅ AI-powered structure detection
Based on demo transcripts, this feature can detect new events that even the tracking team wasn’t aware of, especially from third-party implementations.

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Method 2: Chrome extension import

The Tag Insight Chrome Extension provides a visual way to capture and import tracking.

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Installation

1

Install extension

Add the Tag Insight Chrome Extension from the Chrome Web Store
2

Connect to project

Log in and select your project
3

Navigate to your site

Go to the website you want to capture

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Capture process

  1. Click extension icon
  2. Select Start Capture
  3. Browse key pages
  4. Stop capture
  5. Review and import

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Extension features

  • Live Preview: See data layers in real-time
  • Event Filtering: Focus on specific event types
  • Variable Inspector: Examine variable values
  • Export Options: Save to file or import directly

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Method 3: Excel/CSV import

Perfect for teams with existing tracking documentation in spreadsheets.

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Template structure

Download our template which includes:
ColumnDescriptionExample
event_nameEvent identifierproduct_view
event_labelDisplay name”Product View”
event_descriptionWhen it fires”Fires when user views a product detail page”
variable_nameVariable keyproduct_id
variable_typeData typestring
requiredIs required?true
sample_valueExample"SKU123"

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Import process

1

Download template

Get template from Tracking Plans > Import > Excel Template
2

Fill your data

Add your events and variables following the format
3

Validate format

Use Excel’s data validation to check format
4

Upload file

Drag and drop into the import dialog
5

Map columns

Match your columns to Tag Insight fields
6

Preview import

Review how data will be imported
7

Complete import

Confirm to import all events

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Supported formats

  • ✅ Excel (.xlsx, .xls)
  • ✅ CSV (.csv)
  • ✅ Google Sheets (via CSV export)
  • ✅ TSV (.tsv)

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Tips for Excel import

  • Remove formatting and formulas
  • Ensure consistent naming
  • Check for duplicates
  • Validate data types
  • Special characters in event names
  • Missing required columns
  • Inconsistent data types
  • Circular references
  • Start with a small test import
  • Use the template structure
  • Include descriptions
  • Add sample values

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Import from other tools

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Google Sheets integration

  1. Share your Google Sheet (view access)
  2. Use Import > Google Sheets
  3. Paste sheet URL
  4. Map columns
  5. Import

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Migration from competitors

We support migration from:
  • Segment Protocols
  • Adobe Launch
  • Custom JSON schemas
Contact support for migration assistance.

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AI-powered enhancement

After importing, Tag Insight can enhance your tracking plan:

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Automatic descriptions

Tag Insight uses AI to generate descriptions for events and variables based on their names and context.
Click Generate Descriptions to:
  • Add missing descriptions
  • Standardize existing ones
  • Translate technical names
  • Add business context

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Structure optimization

The AI can suggest:
  • Naming convention improvements
  • Variable grouping
  • Event categorization
  • Validation rules

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Post-import steps

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Review and refine

1

Verify completeness

Check all expected events are present
2

Add validation rules

Configure data type and format validation
3

Set requirements

Mark required vs optional variables
4

Add documentation

Include implementation notes and examples
5

Test with live data

Use Chrome extension to verify

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Common import scenarios

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Scenario 1: Undocumented site

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Scenario 2: Excel migration

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Scenario 3: New implementation

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Import best practices

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Pre-import checklist

  • Audit current implementation
  • Document special cases
  • Identify data owners
  • Plan validation rules
  • Prepare test scenarios

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During import

  • Start with core events
  • Import in batches
  • Validate as you go
  • Document decisions
  • Keep original source

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Post-import

  • Run test audits
  • Verify with real data
  • Train team on changes
  • Set up monitoring
  • Document import process

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Troubleshooting

  • Check file format matches template
  • Verify no special characters
  • Ensure required columns present
  • Try smaller batch
  • Extend detection period
  • Check pixel installation
  • Verify traffic to pages
  • Lower minimum occurrence threshold
  • Review naming conventions
  • Check for case sensitivity
  • Merge similar events
  • Use consistent identifiers

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Next steps

Variable configuration

Configure validation rules for your variables

Chrome extension

Learn more about the Chrome extension features

Creating plans

Manual tracking plan creation guide

Start monitoring

Set up your first audit