Question 1

Does Excel Updater App update existing Workfront records?

Yes, only existing records are updated. To insert new records, use Workfront's Kickstart feature.

Question 2

Does Excel Updater App support updating all Workfront object types?

No. Currently the Excel Updater App 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 App 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 App 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 App update existing Workfront records?
Yes, only existing records are updated. To insert new records, use Workfront's Kickstart feature.
Does Excel Updater App support updating all Workfront object types?
No. Currently the Excel Updater App 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 App 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 (139 KB)

01 Tutorial Introduction.pdf (295 KB)

02 Tutorial Generate Template.pdf (124 KB)

03 Tutorial Unique Keys.pdf (136 KB)

04 Tutorial Insert Only.pdf (123 KB)

05 Tutorial Update Only.pdf (114 KB)

06 Tutorial Prepend Overwrite Append.pdf (123 KB)

07 Tutorial Setting Null Values.pdf (107 KB)

08 Tutorial set (vlookups).pdf (178 KB)

Answer 6

Excel Updater Generator

Excel Updater

Challenge

Solution

Cost

Frequently Asked Questions

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