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
Top
AFA Burn Check
Prepare to
Manage Margins
Baselineᐩ
Enrich Margin Data
Excel Updater
Manipulate Data
Excel Updater Generator
Prepare to
Manipulate Data
Extract Document Text
Enhance Searches
Force Timeline Recalculation
Bolster Confidence
Health Checker
Detect and Declutter
JITR
Apply Just In Time Resourcing
Magic Reports
Define
Custom Reports
Packages
Package Key Data
and Configuration
Recalc Helper
Refresh Key Data
Recalc Parameters
Improve
Data Quality
Report All Report Details
Generate Report Documentation
Report Custom Forms and Parameters
Document Custom Data Configuration
Resource Grid
Manage Resources
Swimlane ADVANCED
Draw the Big Picture Your Way
Sync Template
Adapt Workflow
UberCalc
Define Workflows
UberFilter
Accelerate Filtering
UberTimesheet
Simplify
Time Tracking
Update Category
Modify Custom Form Definitions
Update Category Generator
Preserve Custom Form Definitions
User Initials
Foster Comradery
UserWatch
Improve Adoption
Workfront Merge/Split
Workfront Snapshot
Create Backups
Workfront Snapshot Schema
Practice Backups
Workfront Snapshot Viewer
Search Backups
Related 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
