Inventory the scope
List the workspaces, goals, initiatives, ideas, features, releases, custom fields, automations and owners included in the migration.
Before you cancel a license, verify what the Aha! export contains, how records map into WorkThroughLine, and what needs to be archived or rebuilt.
The WorkThroughLine importer accepts Aha! list-report CSV files. The safest path is record type by record type, with an untouched source archive and a result check before changing the system of record.
List the workspaces, goals, initiatives, ideas, features, releases, custom fields, automations and owners included in the migration.
Create a list report for each record type, include Name, Type and Reference #, then retain the original CSV or Excel export.
Dry run reports records to create or update, unmatched users and row-level errors — without writing data.
Import goals, initiatives, ideas and features, verify record and link counts, then document what stays archived or needs a manual rebuild.
The map below reflects the current WorkThroughLine importer, not a marketing assumption. Keep the Reference # column — it is the stable key for repeatable idea, initiative and feature imports.
| Aha! record | WorkThroughLine | What moves | What needs a decision |
|---|---|---|---|
| Goal | Annual goal | Name; initiative-to-goal relationship when available. | Confirm the planning year and advanced strategy fields after import. |
| Initiative | OKR | Name, Reference # for a stable key, and relationship to a goal. | Descriptions, scores, advanced formulas and custom fields are not mapped one-to-one. |
| Idea | Opportunity | Reference #, name, description, status, owner and selected score/votes/tags data. | Portal users, discussions, attachments and non-standard fields need an archive or manual handling. |
| Feature / epic / requirement | Work item | Reference #, name, description, status, owner, creation date, selected metadata and initiative/OKR link. | Release structure, dependencies, attachments, automations and workflow configuration are not reconstructed automatically. |
On annual billing, Aha! Roadmaps publicly lists Premium at $59, Enterprise at $99 and Enterprise+ at $149 per paid user per month. Aha! also publishes a 3% annual pricing adjustment. Official Aha! pricing
Estimate public list-price exposure before you scope the migration.
Uses public annual-billing prices in USD and applies the published 3% adjustment to every following year. It excludes tax, discounts, implementation, services, other Aha! products and WorkThroughLine pricing. This is a planning estimate, not a quote from Aha! or WorkThroughLine.
Aha! states that Excel/CSV export strips formatting from formatted text, including record descriptions and comments. Full account JSON backup is an Enterprise+ capability. Make an explicit decision for every data group before migration. Official Aha! export documentation
Retain the original export or JSON/HTML source if bold text, lists, tables and links carry evidence.
Export results and document formulas; decide whether each becomes data, a rule or is retired.
Keep historical snapshots; remodel active planning through OKRs, work items and sprints.
Keep them with the source archive and move only what active decisions still require.
Record the owner and purpose of every rule before deciding what genuinely needs rebuilding.
Agree a freeze, final export, count reconciliation and the date new work starts in WorkThroughLine.
Create an account, export one representative Aha! list report and run a no-write preflight. You will see the real mapping before you define the cutover.