This article is part of a series of settings overview articles:
Account |
Workspace |
Integrations |
Personal |
Workspace-level settings affect a particular workspace in your Aha! Ideas account. This article will explain each workspace setting in the Imports section at a high level and link to detailed articles should you want more information.
Open your workspace settings by navigating to User menu -> Settings → Workspace. You will need to have owner or administrator user permissions to do this.
Click any of the links below to skip ahead:
Import from CSV
The CSV import is the most versatile option available to you. Almost any data source you use can provide you with a CSV export. The CSV import wizard in Aha! Ideas will walk you through the fields you can import, how to format them, and how to link your import's columns with the right Aha! Ideas fields.
You can choose from the following record types:
Idea votes
Ideas
Ideas organizations
Ideas portal users
Users
Workspaces
You can use the CSV import to create new data in Aha! Ideas or to edit existing data.
Read this article for a detailed walkthrough of the CSV import.
Read this article if you specifically want to import information into an ideas portal.
Import from Jira, Azure, Rally, and more
Aha! provides robust integrations with a variety of development tools, including Jira, Azure, Rally, Asana, GitHub, and Trello. If you are shifting your strategic planning work from a development tool to Aha! (or want to populate Aha! with records from a development tool), then you will likely want to import records from one of these tools.
Read this article for more information on importing from a development tool.
Import from UserVoice
If your first ideas portal was in UserVoice, you likely want to import your ideas backlog into Aha! Ideas so that you can populate your new Aha! Ideas ideas portal with ideas your users have already submitted.
The Import from UserVoice option allows you to import the following information:
Idea name
Idea status
Portal users
Idea votes
Idea comments
We recommend using this import as a one-time migration of data from UserVoice to your Aha! Ideas ideas portal.
Read this article for more information about importing from UserVoice.
Import documents
You can easily import documents that you are are storing in other web-based tools into your workspace — so you can centralize product information in the platform where you are working the most. Anyone with contributor permissions to a workspace can import notes from Confluence, Document360, Microsoft Word, and more.
Access these settings and select a source to import documents directly into your workspace.