Importing and attaching documents to projects

[NickVa1]

Hey Fusion Community,

I'm helping a customer migrate data (projects and tasks) from their soon-to-be previous project management system to Workfront.

We'll be exporting files from their old PM system and I'll need to import them to Workfront, but I need to be sure said files are associated with the correct projects and tasks that are imported as well.

Anyone have suggestions on how I might accomplish this in Fusion?  I'm good with importing projects and tasks, it's the part about importing files and associating with the correct projects and tasks.

Thanks!

Nick

[IvanBebek-iX]

Hi Nick,

This description is pretty vague, I would say it depends on the project management system used prior and the API availability that they have. If you can export project and tasks I would assume you should also have an option to get project/task assets inside one such project.

Please also check this approach where user suggests that you bulk upload the assets to AEM (if utilized) and then migrate over to WF https://experienceleaguecommunities.adobe.com/t5/workfront-questions/asset-bulk-import-in-workfront/... if this is not the option then the best option would be do this per project.

Please check this documentation https://experienceleague.adobe.com/en/docs/workfront-fusion/using/references/apps-and-their-modules/...
Upload Document section
Important fields (allowing you to map to project/task)

Related Record ID	Enter the unique Workfront ID of the record to which you want to upload the document.
Related Record Type	Select the type of Workfront record where you want the module to upload the document.

Please also check https://developer.workfront.com/documents.html if there are any additional APIs available that could cover some of the specific cases you might have.

Hopefully this is helpful.

Best regards,
Ivan

[GeraintJo]

Hi Nick,

we migrated from Asana by downloading all tasks/projects into a XLS.

'Migrating' that data into the correct format to create projects then add tasks using Workfront 'Kick-starts' - find it under System

It was a bit of a nightmare but best we could do

[Srinija_N]

We used the Kick-Starts, to migrate data from other system to Workfront.

Understanding the Workfront database structure and field mappings is helpful when working with Kick-Starts.

You can go through the below experience league documentation to know more about Kick-Starts

https://experienceleague.adobe.com/en/docs/workfront/using/administration-and-setup/manage-wf/kick-s...

For larger or more complex migrations, you may need to consider Workfront API/Fusion.

[kautuk_sahni]

@NickVa1 Just checking in. Were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could benefit the community. Thanks again for being part of the conversation!