Share records between products

Contacts and organizations make your research participant database more than just a list of names. They are stakeholders with valuable insights to share with you, are essential to the product discovery process, and help you know what to build.

When you combine Aha! Discovery with Aha! Roadmaps or Aha! Ideas, you can share contact and organization records between products, making them even more valuable.

This article walks you through sharing contacts and organizations between products so you can get the most value out of these record types when combining product plans.

Click any of the following links to skip ahead:

• Contacts

• Organizations

Contacts

Contacts are records in your Aha! account. In Aha! Discovery, contacts are individual people (usually customers) you can invite to participate in customer research. In Aha! Roadmaps and Aha! Ideas, a contact is anyone who provides feedback through your ideas portal. When you use Aha! Discovery with Aha! Roadmaps or Aha! Ideas, you can share contact records between products — providing additional insights to inform your product strategy.

For example, when combining Aha! Discovery with another product plan, you will be able to see all the ideas and votes a contact is linked to from within Aha! Discovery. This gives you more context for your research and helps you understand where a contact is most committed to your product's success.

Within Aha! Roadmaps and Aha! Ideas, you will be able to see that someone has participated in an interview from their contact record, helping you understand your history and relationship with them.

The Aha! Ideas Essentials plan (included in all Aha! Roadmaps plans) does not include contact records. But when you add on Aha! Discovery, contacts become available in both products.

The following actions add contacts to your Aha! account:

• An Aha! user adds a single contact manually to an Aha! workspace.

• An Aha! user imports contacts via CSV into an Aha! workspace.

• A person added or invited to your ideas portal logs in for the first time.

• An Aha! user submits a proxy vote on behalf of a contact.

• An Aha! user imports contacts through the Salesforce integration (available in Aha! Ideas Advanced).

All fields on a contact record sync between Aha! Roadmaps, Aha! Ideas, and Aha! Discovery, but the fields you can update on a contact's record depend on which Aha! product plans you subscribe to:

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Organizations

Organizations are records within your Aha! account that represent the companies that your customers work for. In Aha! Discovery, you can use organizations to identify the customers that work for them, helping you determine who to invite to participate in customer research. In Aha! Roadmaps and Aha! Ideas, you can use organization records to capture useful information — such as an organization's industry, revenue, all of the feedback they have provided, and more. You can also use organizations to segment product feedback, helping you spot trends and priorities across your customer base.

The Aha! Ideas Essentials plan (included in all Aha! Roadmaps plans) does not include organization records. But when you add on Aha! Discovery, organizations become available in both products.

When you use Aha! Discovery and Aha! Roadmaps or Aha! Ideas together, you can share organization records between products, providing you with easy access to an organization's information wherever you are in your account.

The following actions add organizations to your account:

• An Aha! user adds an organization manually.

• An Aha! user imports organizations into an Aha! Ideas workspace via CSV.

• An Aha! user imports organizations through the Salesforce integration (available in Aha! Ideas Advanced).

• Automatic creation is enabled for organizations in your account settings when a portal user with a specific email domain logs in to your portal for the first time.

• Creation by proxy voter is enabled for organizations in your account settings and when someone submits a proxy vote through the Salesforce integration.

All fields on an organization record sync between Aha! Roadmaps, Aha! Ideas, and Aha! Discovery, but the fields you can update on an organization depend on which Aha! product plans you subscribe to:

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