Aha! Roadmaps | Merge accounts

A large company may discover that two of their teams have been using Aha! Roadmaps and decide to merge the accounts. We recommend one Aha! account per company — so you can fully utilize the power of portfolio collaboration and visual roadmap views.

There are two ways to merge your two Aha! accounts. You can merge two accounts manually — using imports and exports to transfer your data. Or you can use the Aha! account merge service.

Either way, you will merge one Aha! Roadmaps account into another. For the purposes of this article, the primary account will be used going forward. The secondary account will be eventually retired.

Click any of the following links to skip ahead:

• Use the Aha! merge service

• Merge accounts manually

  • Prepare your primary account

  • Export your data — then import it

  • Recreate remaining data

  • Delete your secondary account

Use the Aha! merge service

A large company may discover that two of their teams have been independently using Aha! Roadmaps and decide to merge the accounts. We recommend one Aha! account per company — so you can fully utilize the power of portfolio collaboration and visual roadmap views.

Workspace owners can merge accounts manually by following these instructions, but for large accounts this process can sometimes be complex. This is why we provide an account merge as a service to our customers.

All requests for account merge services should be routed to support@aha.io.

Once the request has been received from your team, expect the following:

• Our Product Success team will work with you to understand your needs in more detail.

• We will obtain confirmation from an account billing admin that the team would like to proceed with the account merge.

• We will send you a quote for the service.

• Once the invoice has been paid, our engineering team will schedule the merge for a specific date and time.

• Once the merge is complete, we will close down the old account and apply a credit to the target account if applicable.

• We will confirm that the merge is completed and send the resulting invoice for the new seats with the credit applied if applicable.

The merge process will typically take no longer than 24 hours to complete once it has been approved and scheduled. When it is complete, your team can log back into the target account and get back to work.

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Merge accounts manually

Prepare your primary account

1. Create any new workspaces or workspace lines you may need.

2. Then recreate any strategy, custom fields and custom workflows in the primary account that you have in the secondary account. Creating this data upfront will allow you to import much of the other data by mapping fields.

Notes:

• If you would like to preserve your links to strategic records, then you must import them to the new workspace before moving the other record types.

• You can export and import initiatives, but depending on the number of initiatives that need to be created, you may also decide to add them manually as well.

• Name each custom field exactly the same in both accounts to avoid confusion. Any fields you don't wish to import, you do not need to recreate.

• If you have capacity planning turned on and want to export any of the capacity data, you must turn on capacity planning in the primary account as well.

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Export your data — then import it

1. Create a list report of your data, then export it as a CSV file. Navigate to Roadmaps List to create a list report. You may wish to create multiple list reports with different primary record types to be sure that you capture all your data. For a start, make sure you export these record types:

• Goals

• Initiatives

• Releases / Schedules

• Epics

• Features / Activities

• Requirements

• Ideas

• Custom tables (Enterprise+)

Note: If you want to export requirements, then you must choose at least one field under the requirements section. Each requirement will then be its own row.

• Carefully follow the Import from CSV instructions on the primary account.

• Import your CSV file to the release or parking lot in the workspace of your choice.

Notes:

• You can move features to another release in any workspace later.

• When importing features, you can link to initiatives as long as the initiatives are imported or manually created first.

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Recreate remaining data

You are now ready to recreate the remaining data in the primary Aha! Roadmaps account. The following data and relationships will need to be manually recreated, if applicable:

• All records:

  • Attachments

  • To-dos

  • Comments

• Releases

  • Release phases

  • Release milestones

• Features

  • Record links

  • Scorecard values

  • Progress

  • User story maps

• Custom fields

• Saved views

• Saved reports and roadmaps

• Presentations

• Integrations

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Delete your secondary account

Once you're comfortable that any relationships have been established, you are free to delete your data from the secondary account and close it. If you are a paid customer, you'll want to cancel your account under Settings ⚙️ Account Billing.

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