Workspace-level settings affect a particular workspace or parent line in your Aha! 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.
Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does.
Open your workspace settings by navigating to Settings ⚙️> Workspace. You will need to have owner or administrator user permissions to do this.
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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! 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! fields.
You can import the following record types by CSV file:
- Workspaces and parent lines
- Master features
- Idea votes
- Idea portal users
- Idea organizations
- Aha! account users
- Custom table records (Enterprise+only)
You can use the CSV import to create new data in Aha! 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 Trello
If you built your roadmap in Trello initially, do not worry — you do not have to recreate your work in your new Aha! workspace. Use our Trello import to pull records directly from Trello into your features board.
- Read this article for more information on importing from Trello.
Import from UserVoice
If your first ideas portal was in UserVoice, you likely want to import your ideas backlog into Aha! so that you can connect your ideas to your strategy and populate your new Aha! 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 portal.
- Read this article for more information about importing from UserVoice.