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Ideas for importing report files from an outside source to Workfront on a weekly basis

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Level 4

Hi all! We a have a user group who runs reports from within another program and would like to import those report spreadsheet files to a project in Workfront on a weekly basis. This sounds like a job for Fusion. Sadly, we don't have that as a resource. Is there another way to automate this process rather than manually grabbing the files and adding them to the project?

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Correct answer by
Community Advisor

Fusion is just a wrapper around the WF API - so in theory you can write this as a job that runs somewhere. 

Otherwise I'm afraid it is indeed a manual upload. 

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Correct answer by
Community Advisor

Fusion is just a wrapper around the WF API - so in theory you can write this as a job that runs somewhere. 

Otherwise I'm afraid it is indeed a manual upload. 

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Level 4

Thanks for confirming this, @Sven-iX 

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Community Advisor

Hi @Jared_Mauch,

 

Natively, you might also consider using Kickstarts to push documents into Workfront...but that might be no less work than the manual approach you're already familiar with. If the spreadsheets you're referring to could be exposed via the web (e.g. via Excel Office 365, or Google Sheets, etc.), it might also be possible to create a dashboard with an external page to view them directly, no import required.

 

Alternatively, and without requiring Fusion (given your constraint), we do have an Extract/Import Document component (within our Workfront Merge/Split service) that I'm considering making available as its own catalog item. If you're interested, I would be happy to explore that idea further with you via doug.denhoed@atappstore.com.

 

Regards,

Doug