Import Excel Document into Workfront | Community
Skip to main content
L
Lindag2
Level 2
May 9, 2025
Solved

Import Excel Document into Workfront

  • May 9, 2025
  • 2 replies
  • 946 views

I need to re-create a very detailed project status report in Workfront. Currently the status report is in an excel document. I'd like to upload all the status report information (columns and rows) into Workfront, so the entire team can go to one place to view and update it. Having the status report outside of Workfront makes our team look in two different places for statuses. 

 

The project owner will manually update the status report several times a week. The fields within Workfront need to be editable. 

 

I'd like to be able to import the excel spreadsheet into Workfront without having to manually create it. Basically, I need Workfront to act like an excel spreadsheet. How do I do this?

Best answer by KatherineLa

If I pull in all the custom data fields into the report and upload it, where is it uploading to? it's not clear in the instructions. do I need to create a specific portfolio, program? Please send me a link to a video tutorial on kickstarts so i can watch it. I don't like that I have to do all this training to understand how to upload data. 


When you use a kickstart, you are creating new records somewhere in Workfront. It's not just a disconnected Excel sheet hanging out with no context. That can be a set of tasks, issues, projects etc. It uploads to wherever you code it to upload to. If your form is a task-level form, then you could design a kick-start to create X number of tasks in a project and load your data into the form fields attached to them. 

 

But from your comments earlier about wanting to interact with it like an excel sheet, I don't think you're going to get the functionality you expect here. A report isn't a random collection of fields, it's a list of records and you have to create those records to have somewhere to store your data. It sounds like you want to simply upload an XLS file to the Documents area and then be able to open it in the browser to edit, which is not a supported feature of Workfront. The data has to be in a Workfront record of some kind and it won't be an Excel doc anymore.

 

@madalyn_destafney has provided you the correct documentation, and to my knowledge that is the only documentation Adobe has provided. I have never seen a tutorial video.

2 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
May 12, 2025

Sounds like you need to do a kickstart. More on that here. You will need to be sure the fields you want in your status report are mapped/exist in WF if you're trying to upload a bunch of project info for example. The article goes into detail.

If this helped you, please mark correct to help others : )
    L
    Lindag2Author
    Level 2
    May 12, 2025

    Hi Madalyn,

     

    Thanks for the feedback. I created a custom form with the fields I need pulled into the report. So I would upload the data as a report? This report will need to be editable and have the ability to manually add/delete numerous rows/columns as needed, like an excel sheet. Will this be possible? 

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    May 12, 2025

    Your report is just a collection of the data you want. A kickstart can help you populate data in WF in bulk (hopefully you won't continue to use excel and just enter data directly in WF moving forward). When you have the data populated - whether manually or via kickstart - you'd still need to create your report to collect and present that data how you like. If you want a grid/table looking report you'd just use the details view of the report. In terms of editing in-line, it depends what columns/data you pull in. If you have a task report across multiple projects, those with manage access to the tasks/projects can edit task-specific info. Same goes if you have a project report and editing project-specific info. 

    If this helped you, please mark correct to help others : )
    kautuk_sahni
    Community Manager
    kautuk_sahniCommunity Manager
    Community Manager
    September 22, 2025

    @lindag2  we noticed your question and invite you to our [Workfront AMA] Ask Me Anything about Workfront System Smarts & Strategic Starts on Wed, Oct 29, 2025 | 9–10 AM PDT. Experts will answer questions on topics like: day-to-day system tasks, strategic planning, Reporting, Adoption, System Maintenance, Notifications, Governance, Roadmapping, and Custom Forms. Post your questions in advance to ensure they’re answered. Reminder: All AMAs are TEXT-ONLY—no video or recording. RSVP & submit questions in advance here: https://adobe.ly/46xKfHM 

    Kautuk Sahni
    Terms & ConditionsAccessibility statement

    Loading footer...