Merge accounts

If you have discovered that two teams at your company are using separate Aha! accounts, you may decide to merge those accounts. We recommend one Aha! account per company so you can fully benefit from the strategic alignment and cross-functional collaboration.

Note: Aha! products are meant to work together in one account — so if you have an engineering team using Aha! Develop and a product management team using Aha! Roadmaps, we recommend moving both teams to the same Aha! account.

Because of the amount of critical information in your Aha! account, you need to merge two accounts manually — but you can use imports and exports to transfer your data.

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.

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Permissions

Action

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Further reading

Export data

Contributor

Import data

Workspace or team owner


Adjust account-level settings and structure

Administrator

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Prepare your primary account

First, prepare your primary account so you have a place to import the secondary account's data.

  1. Create the correct hierarchy, including any teams, workspaces, workspace lines.

  2. Create any customizations the secondary account relies on, including custom workflows, custom fields, and custom layouts.

Note:

  • 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 are an Aha! Roadmaps user and would like to preserve your links to strategic records, then you must import them to the new workspace before moving the other record types.

  • If you are an Aha! Roadmaps user and you have capacity planning turned on, you must enable capacity planning in the primary account before you import any of the capacity data.

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Export your data — then import it

Now it is time to export data from the secondary account and import it into its new home in the primary account. Do this with the CSV importer. You will need to create a separate import file for each record type you need to import.

  1. Create list reports of your data, including all the fields you want to have available in the primary account.
    Note: This is a good time to check your primary account to ensure that you have recreated any custom fields you want to import to.

  2. Export your list reports as CSV files.

  3. Follow the CSV import instructions to align your CSV files with the CSV import template.

  4. Begin importing your data into your primary account.
    Note: You may wish to import a small file — perhaps with a single record in it — to test your configuration.

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Recreate remaining data

You are now ready to recreate the remaining data in the primary Aha! Roadmaps account that you cannot import. The following data will need to be manually recreated:

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Delete your secondary account

Once you have finished moving data out of your secondary account, you are ready to close it. Feel free to delete any data you no longer want access to, and if you are a paying customer, contact us to cancel your account.

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