Aha! Roadmaps | Manually send Aha! Roadmaps records to development tools

If it's not possible for you to integrate Aha! Roadmaps with one of our existing integrations, and you do not wish to use the Aha! API or create an integration with webhooks, you can shift your data between Aha! Roadmaps and your development tool manually.

In general, the workflow looks like this:

1. Export records from Aha! Roadmaps

2. Import records into your development tool

3. Export status from your development tool

4. Import status into Aha! Roadmaps

To create an easy-to-follow workflow, create a saved list that you can reuse for each release and follow the process outlined below:

• Create saved views to update both Aha! Roadmaps and your development tools

• Export from Aha! Roadmaps and import to your development tool

• Export to Aha! Roadmaps from your development tool

Create saved views to update both Aha! Roadmaps and your development tools

First, create a saved view in Aha! Roadmaps for the purpose of exporting features and requirements that will be imported to your development tool. To do this, create a list report.

We recommend including:

• Release / Schedule

• Reference # (required)

• Feature name / Activity name (required)

• Status

• Description

• Requirement name (if you want to include requirements)

• Requirement description (if you want to include requirements)

Within your list report, you will use four key capabilities:

1. Add data fields as columns by clicking Customize view ⚙️ Edit data.

2. Filter your list. Hover over the filters bar and click Add filters + to add a quick basic filter, or click the Edit filters icon to add advanced filters.

3. Save your view by clicking the Save button.

4. Export the list as a CSV through the Share menu button on the top right of the page.

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Export from Aha! Roadmaps and import to your development tool

When you are ready to export from the Aha! Roadmaps side, simply click the Save to CSV option from the Share menu button. Import this file into your development system.

You may have to adjust the exported CSV file to fit your development tool's import requirements.

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Export to Aha! Roadmaps from your development tool

To import back to the Aha! Roadmaps side, you only need to include the Reference ID, Name, and the Status. The Reference ID is required because it links the feature status to the correct feature (or activity) in Aha! Roadmaps so it can be properly updated. When you import, you must map any CSV headers with the Aha! Roadmaps import headers. Import headers are stricter than export headers, so most will not be identical.

To import to the Aha! Roadmaps side, use the Import from CSV option on the Settings ⚙️ Workspace page.

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