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Bulk Upload option

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Level 3

10/18/24

It would be great if we can have a bulk upload or excel import/upload options in the Projects/Tasks/Issues pages for saving time when the user enter multiple items at a time.

Everytime its not easy and time taking to reach the admins to upload via Kickstarts as it would take more time to prepare the import excel and getting the object IDs in the acceptable format and so on.

3 Comments

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10/18/24

Do you use fusion? It would be possible to have a watched location that looks for a specifically formatted spreadsheet and does all the mapping and project creation for you.

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Community Advisor

10/18/24

 

Alternatively, @SrinijaNa2...

 

If you do not have Fusion (or time, or interest), I invite you to consider our Excel Updater solution 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.

 

Regards,

Doug

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Level 3

10/18/24

It seems unreasonable to keep having to buy additional products or services to do things that the platform should allow a user to do, as other platform do.  I completely support this being a standard function within Workfront.

@Sri_Nijs one workaround we've found for bulk task imports is to leverage MS Project.   It is not ideal but it works. 

 

  1. Create an MS Project from the excel workbook. 
  2. Create a new Workfront Project using the Import MS Project option
  3. Move the tasks in the new project to the desired existing Workfront project
  4. Delete the new project created from MS Project import