Migrating from Smartsheet to Aha!
Aha! fits scaleup and enterprise teams best and has a moderate learning curve. If you're moving from Smartsheet, the first week is the hardest — new UI, different terminology, rebuilt automations. This guide compresses that learning curve with a step-by-step migration plan.
At a Glance
- Spreadsheet-familiar interface makes adoption easy for teams transitioning from Excel — minimal training needed for basic use
- Extremely powerful Gantt chart and dependency tracking capabilities, ideal for traditional project management and waterfall methodologies
- Robust automation engine with conditional logic, approval workflows, and automated notifications that scale across the organization
- Best-in-class roadmapping capabilities — highly visual, presentation-ready roadmaps with multiple views (timeline, portfolio, strategy)
- Complete strategy-to-delivery workflow connecting company goals, initiatives, features, and releases in one platform
- Built-in idea management portal (Aha! Ideas) captures customer and internal feedback and links it directly to roadmap items
You gain with Aha!
- +roadmapping
- +sprint planning
- +backlog management
Migration Steps
Audit and export your current workspace
Before touching Aha!, document what lives in Smartsheet: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any custom fields and workflow automations that your team relies on daily.
Set up your Aha! workspace
Create your Aha! workspace and replicate your project structure using epics, stories, and sprints. Aha! starts at $59/user/mo/user/mo — budget $50/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Aha! equivalent for each Smartsheet feature your team relies on. projects and tasks in Smartsheet maps to epics, stories, and sprints in Aha!. Aha! supports custom fields — recreate your Smartsheet field schema here first. Gantt-style timeline views are available if your team used them in Smartsheet. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Aha! supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Aha!'s automation engine can replicate most rules you had in Smartsheet. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create epics, stories, and sprints, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the sprint ceremony workflow.
Run Smartsheet in parallel for two weeks
Keep Smartsheet read-only while your team works primarily in Aha!. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Smartsheet, archive the workspace and make Aha! the official home.
Ready to switch?
Read the full Aha! review for pricing, integrations, and team fit details.