Scheduled Excel Updater
Organize Data Pulls
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.
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 |
- Solution
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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.
To use it…
Whether your legacy business can export data to Excel or you use our SQLtoXLS solution, instead of having a person manually run our Excel Updater, our Scheduled Excel Updater solution:
- Can be called from Windows Task Scheduler on whatever cadence you require
- When run, reads a text configuration file which specifies the source, success and error folders, as well as encrypted userid/password information
- Scans the source folder specified
- Automatically pushes any XLS or XLSX files into the Excel Updater on your behalf
- As each file is processed, moves it into either the success or error folder, as appropriate
- Records the results of processing to the Windows Event Log
- Can process multiple spreadsheets in each run
PRICINGFrom $2499/Domain (one time fee)
Includes up to 2 hours for installation and training
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SQLtoXLS
Our SQLtoXLS solution equips you to extract data from your SQL based legacy business systems into Excel on a scheduled basis so they can then be sent to Workfront using our Scheduled Excel Updater solution.
HOW Image, Purchase WHAT Actuals, Budgeting, Financials, Resourcing WHEN Since 2012 WHERE Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users WHO Planner, SysAdmin WHY Automation, Data Processing, Schedulable 
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
