Question 1

Does Excel Updater update existing Workfront records?

Yes, existing records are updated, and new records are inserted.

Question 2

Does Excel Updater support updating all Workfront object types?

No. Currently the Excel Updater only supports Workfront objects that can be assigned a Category, such as Project, Task, Issue, User, etc. These type of Workfront objects happen to be the most commonly used objects in Workfront.

Question 3

Can I have additional non-Workfront columns on my worksheet?

Yes. If the Excel Updater encounters any columns that are not recognized as either core fields or custom data fields, these additional columns will simply be skipped.

Question 4

Do I have to include all columns in my spreadsheet?

No. Feel free to only include the columns that you want to update, and delete the rest. The first column will be used to uniquely identify individual Workfront records that will be updated. All other columns are optional.

Question 5

Does my first column always have to be ID?

No. The first column will be used to uniquely identify individual Workfront records that will be updated. ID is the simplest column to achieve this. But, depending on your naming conventions, this could easily be switched to "name", or even a custom data field such as "AFE" or "PurchaseOrderNumber".

Answer 1

How do I import from Excel into Workfront? I have data in other business systems that I need imported into Workfront. I can generate Excel reports. A full data integration is overkill. Importing from Excel into Workfront seems like the simplest approach.

Answer 2

This AtApp lets you select an Excel file. Run it to upload the Excel file and process its COMPANIES, DOCUMENTS, EXPENSES, ISSUES, PORTFOLIOS, PROGRAMS, PROJECTS, TASKS, and USERS tab, and import the data from Excel into Workfront. The cost is per Workfront row updated, but with no charge for a row whose Excel file data matches what is already in Workfront. The tabs in the Excel file can list new values for Workfront core fields (e.g. Name, Description, etc.), as well as Parameter fields (e.g. those in Custom Data). You can also to overwrite, prepend, or append text values.

Answer 3

$0.50/Item

to a maximum of:
$499.00/Day
$1,999.00/Week
$7,499.00/Month
$24,999.00/Year

Answer 4

Does Excel Updater update existing Workfront records?
Yes, existing records are updated, and new records are inserted.
Does Excel Updater support updating all Workfront object types?
No. Currently the Excel Updater only supports Workfront objects that can be assigned a Category, such as Project, Task, Issue, User, etc. These type of Workfront objects happen to be the most commonly used objects in Workfront.
Can I have additional non-Workfront columns on my worksheet?
Yes. If the Excel Updater encounters any columns that are not recognized as either core fields or custom data fields, these additional columns will simply be skipped.
Do I have to include all columns in my spreadsheet?
No. Feel free to only include the columns that you want to update, and delete the rest. The first column will be used to uniquely identify individual Workfront records that will be updated. All other columns are optional.
Does my first column always have to be ID?
No. The first column will be used to uniquely identify individual Workfront records that will be updated. ID is the simplest column to achieve this. But, depending on your naming conventions, this could easily be switched to "name", or even a custom data field such as "AFE" or "PurchaseOrderNumber".

Answer 5

00 Typical Workflow.png (50 KB)

01 Tutorial Introduction.pdf (323 KB)

02 Tutorial Generate Template.pdf (210 KB)

03 Tutorial Unique Keys.pdf (209 KB)

04 Tutorial Insert Only.pdf (206 KB)

05 Tutorial Update Only.pdf (199 KB)

06 Tutorial Prepend Overwrite Append.pdf (206 KB)

07 Tutorial Setting Null Values.pdf (195 KB)

08 Tutorial set (vlookups).pdf (294 KB)

Answer 6

Scheduled Excel Updater

Workfront Integrations using Excel Updater

Answer 7

Excel Updater Generator

Excel Updater

Challenge

Solution

Cost

Frequently Asked Questions

Related Files

Related Pages

Related Solutions