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Level 4
Oct 17, 2023 11:22 AM UTC
Solved

Bulk upload to existing data and info

Has anyone ever imported data and did a bulk upload into WF to mimic a custom form?

 

I've created a new request queue/ custom form for a department that are shifting to WF but they want existing data to come across and be inputted into this request / custom form. Is it possible?

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KellieGardner
KellieGardnerAccepted solution
Community Advisor
Oct 17, 2023 2:41 PM UTC

you can use kickstarts to bulk import data but only for new objects but you can not update existing objects with a kickstart. By doing this it would ultimately fill out the custom forms upon creation if the kickstart is imported with that data.

 

Examples: create new requests or create a new project with a kickstart

 

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/kick-starts/import-data-via-kickstarts.html?lang=en

3 replies

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
Oct 17, 2023 2:41 PM UTC

you can use kickstarts to bulk import data but only for new objects but you can not update existing objects with a kickstart. By doing this it would ultimately fill out the custom forms upon creation if the kickstart is imported with that data.

 

Examples: create new requests or create a new project with a kickstart

 

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/kick-starts/import-data-via-kickstarts.html?lang=en

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JaxelleAuthor
Level 4
Oct 19, 2023 2:31 PM UTC

Thank you Kellie!

 

 

 

 

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KIMBERLYREA
Community Advisor
Community Advisor
Oct 17, 2023 3:12 PM UTC

Do you have Fusion? You can create new project records from a csv file through Fusion to fill out all the metadata. It's like a kick start but if you have existing project records you can update those. 

 

Otherwise a kickstart would be the best way. 

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