Excel Updater
Manipulate Data
Our Excel Updater solution affords you a cost-effective path to integrate data into Workfront without having to learn the API, write code, or set up a server, and is ideal for both one time and reoccurring data loads.
Excel Updater
Our Excel Updater solution affords you a cost-effective path to integrate data into Workfront without having to learn the API, write code, or set up a server, and is ideal for both one time and reoccurring data loads.
| HOW | Annual License, Image, On Demand, Video |
| WHAT | Actuals, Budgeting, Configuration, Financials |
| WHEN | Since 2011 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users |
| WHO | Planner, SysAdmin |
| WHY | Data Processing, Schedulable, Simplification |
- Solution
Excel Updater
- Use the slider above to learn about this Solution's functionality
- Review the More Details section below to understand how to use it
- Consider the Pricing section and its value to you (noting payment comes later)
- When you are ready to proceed, click the button above
MORE DETAILS…
TopOur Excel Updater solution affords you a cost-effective path to integrate data into Workfront without having to learn the API, write code, or set up a server, and is ideal for both one time and reoccurring data loads.
To use it…
Create a specially formatted Excel Updater file, then run our Excel Updater solution to upload that file and process its COMPANIES, DOCUMENTS, EXPENSES, ISSUES, PORTFOLIOS, PROGRAMS, PROJECTS, TASKS, USERS, and HOURS tab(s) to insert or update the data from Excel into Workfront. The data in the Excel file can be 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. Please refer to the Related Files below for more information, examples, and tips.
NOTE: the Excel Updater might not work with objects that include multiple Custom Forms, nor does it support Form Logic at this time
PRICING
TopFrom $0.50/Row, to a maximum of:
$899/Day
$3,599/Week
$13,499/Month
$44,999/YearNOTE: The cost is per row in the spreadsheet, but with no charge for a row whose Excel file data matches what is already in Workfront.
Other Configuration Solutions…
Configuration solutions include both setup (aka “plumbing”) and data, and help you perform actions within your environment more efficiently and elegantly than doing so manually
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Manage MarginsRelated Products
Scheduled Excel Updater
Our Scheduled Excel Updater solution offers you a straightforward approach to periodically load data into Workfront by automatically submitting files to our Excel Updater solution at a cadence you choose.
HOW Image, Purchase WHAT Actuals, Budgeting, Financials WHEN Since 2014 WHERE Companies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users WHO Planner, SysAdmin WHY Automation, Data Processing, Schedulable, Simplification 
Excel Updater Generator
Our Excel Updater Generator solution gives you the sample format for our Excel Updater solution along with an accompanying view definition (including custom data) ready to copy and paste right into Workfront.
HOW Free, Image, Video WHAT Configuration WHEN Since 2011 WHERE Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Tasks, Users WHO Planner, SysAdmin WHY Data Processing, Simplification
