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Integrating Aha! Roadmaps with a development system allows your team to do all of their planning in Aha! Roadmaps and then send planned work to your preferred development system. For each integration that you set up, you have several configuration options for sending updates and importing records.
Click any of the following links to skip ahead:
Manually send records from Aha! Roadmaps
The following integrations are available for integrations 2.0:
To send a new record from Aha! Roadmaps to your integrated system:
Open a feature or activity card and navigate to the Integrations section, on the Overview tab.
Select an integration from the dropdown list of integrations to Send to.
After you have sent the record from the Aha! Roadmaps side, Aha! Roadmaps links the record and updates will flow back and forth between Aha! Roadmaps and your development system.
If a record that you are working with already exists in your development system, you can also link to an existing record in your development system.
Update integrated records
You can choose between two options in User menu -> Settings -> Workspace -> Integrations for handling outgoing changes:
Approve outgoing changes: If you select this option, a workspace owner or contributor will need to review and send every change.
Automatically send outgoing changes: This is the default option. Aha! Roadmaps will send changes immediately to your development system, and you do not need to take additional action.
If you choose to approve outgoing changes, navigate to User menu -> Settings -> Integration updates, then use Send outgoing changes tab to review changes.
When you open the Integration updates modal, you will see a filtered list of pending outgoing or incoming updates.
To send an outgoing change:
Click any record to view the details of the change.
Select a checkbox for each change you wish to send to your integrated development system.
Click Send changes to approve and send the change(s).
There is a five-minute delay when sending description field updates. This delay allows Aha! Roadmaps to batch the updates and make one update instead of many.
Accept imports from your development system
You can choose between two options in User menu -> Settings -> Workspace -> Integrations for handling record imports:
Automatically import new records: This is the default option. With this option selected, Aha! Roadmaps imports a new record automatically when that record is a child of a previously linked parent record. This applies to records linked to releases, schedules, epics, features, and activities.
Initiatives do not require a mapped parent record. An initiative that you map through an Azure DevOps integration imports automatically, whether or not a linked parent record exists, so you never need to import it by hand from Integration updates.
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When a new record is not a child of a previously linked parent record, a few different things can happen. We will use features as an example:
If a feature's parent release links to Aha! Roadmaps, the feature arrives inside that release.
If a feature's parent release does not link to Aha! Roadmaps, if the feature has no parent release, or if you have not mapped releases to your development system at all, the feature does not import automatically. It appears in the Integration updates modal as an import option instead. Once a workspace owner or contributor approves the import, the feature lands in the first parking lot release. This is by design, since the parking lots are repositories for unscheduled work.
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If you leave a record pending without importing or ignoring it, Aha! Roadmaps imports it automatically when someone adds it to a parent record in your development system that already links to Aha! Roadmaps.
Approve new records before importing: Aha! Roadmaps holds every new record until you approve it. When you add a record to your development system that maps to an Aha! Roadmaps record type, that record appears in the Integration updates modal as an import option. Review the new record's details there before you import it. When you handle incoming records that map to multiple integrations, select the integration to use for the import.
When the import occurs, Aha! Roadmaps always imports the most up-to-date copy of the record — so there is no need to worry about missing changes while you review.
If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.