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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.

HOWImage, Purchase
WHATActuals, Budgeting, Financials
WHENSince 2014
WHERECompanies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users
WHOPlanner, SysAdmin
WHYAutomation, Data Processing, Schedulable, Simplification

  1. Solution

    TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.

    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
  2. Media

    Scheduled Excel Updater Glossy:

  3. Pricing

    From $499/Domain (one time fee)

  4. Files
  5. Related Products