Switch Platforms — Without Losing a Single Idea
Move your CI program over without re-keying years of records. Bulk import your improvement ideas and full KPI history straight from Excel or CSV — and let us help with the column mapping at no charge.
Three reasons people leave their current CI platform
If any of these sound familiar, you're not alone. They're the patterns we hear week after week from teams switching to Lone Nut Kaizen.
Many CI tools charge per active user, so the more people you involve, the more it costs. Lone Nut Kaizen pricing is published per organization on Lite, Starter and Pro — no surprise per-seat math.
On several platforms, the interesting AI work — process mapping, root-cause hypothesis, culture monitoring — only opens up after a custom enterprise quote. Here, AI features come with Starter or Pro and are listed plainly on the pricing page.
Long implementation projects, on-site consultants and custom training are common in legacy CI tools. Lone Nut Kaizen is built so a Continuous Improvement lead can run their first daily huddle the same day they sign up — and import historical data the next.
What you can import today
The records below carry over via Excel/CSV in a single batch. Everything else is just two clicks away in Admin.
Bulk import via Excel/CSV: title, description, category, site, department, implementation effort, money savings, time savings.
Bulk import any number of historical data points per KPI, going back as far as your records go.
Set these up first in Admin → Sites and Admin → Departments. The idea import then matches your rows by site/department name.
Add your team from Admin → Users. Each member signs in with email & password or Google.
On the roadmap
Bulk import for these record types is coming soon. Talk to us if your migration depends on any of them and we'll prioritize accordingly.
- Standard Operating Procedures (SOPs)
- Kanban / improvement cards
- Process maps & value-stream maps
- Fishbone & 5 Whys analyses
- Comments & file attachments
Three steps from your old tool to your first huddle
Pull a CSV or Excel export from your existing CI tool's reporting module — most platforms support this in some form. If you're moving from spreadsheets, you're already there.
Inside the dashboard, click "Import Ideas" or "Bulk Import" on the KPI page and download the template. It includes the exact column names we expect plus a sample row. Paste your data in and save. Make sure your sites, departments and KPI names already exist in Admin so rows can match.
Upload the file. Valid rows are written in a single batch and you get a confirmation showing how many were imported and how many were skipped. Skipped rows usually mean a site, department or KPI name didn't match — fix those in your file and re-upload to bring them in.
The only requirement
If your current tool can export to CSV or Excel — or if you're already keeping your CI program in spreadsheets — you have everything you need to switch. We'll help with the rest.
Two templates. That's it.
Both templates are downloadable from inside the app — pre-filled with the right headers and a sample row.
| Field | Required | Notes |
|---|---|---|
| title | Required | Short summary of the idea |
| description | Optional | Full context, problem, proposed change |
| category | Required | Efficiency · Savings · People · Quality · Environment · 5S · Safety |
| siteName | Required | Must match a site in your organization |
| departmentName | Required | Must match a department within that site |
| implementationEffort | Optional | Low · Medium · High |
| moneySavings | Optional | Annual estimate, currency-neutral number |
| timeSavings | Optional | Hours saved per year |
| Field | Required | Notes |
|---|---|---|
| kpiName | Required | Must match an existing KPI in your organization |
| date | Required | ISO format, YYYY-MM-DD |
| value | Required | Numeric value for that date |
Tip: create your KPIs first (in Admin → KPIs) and the import will match by name.
Don't want to map columns yourself? We'll do it for you.
Send us a sample export and book a free 30-minute call. On the call, we'll:
- Map your export columns to our template fields together
- Run a test import on a slice of your data and check the result on the dashboard
- Push the full file with you and confirm everything looks right
- Document the import recipe so you can repeat it for any future sites or KPIs
No charge. No commitment. Available on every plan, including the free trial.
Your data, your control
- No downtime during import: once your file is prepared, your team can keep working while the upload runs.
- Tenant-isolated: your imported data lives only in your organization. We never combine it with anyone else's.
- Export anytime: if you ever leave, you take everything with you in the same CSV / Excel formats.
Migration FAQ
Switching CI platforms shouldn't mean losing years of history or re-entering thousands of records by hand. With built-in bulk import, two simple Excel templates, and free help mapping your columns, the move to Lone Nut Kaizen can be a small task instead of a project.
Bring your improvement program home.
Start a free trial, import your data the same day, or book a migration call — whichever feels easier.