Updating Workfront via API Using Excel

[NRYNR]

Do you ever have data in Excel that you need to add or update in Workfront? I'd be surprised if there's an admin out there who could answer "No" to this question. At Truist, we frequently use Excel to perform routine maintenance on our instance. Here are a few of the things we've done:

• Bulk Update User Manager IDs
• Update Email Addresses
• Update routing rules on queue topics
• Add notes to user profiles
• Add projects, tasks or issues
• Many more...

The way we do this is with a few columns and a little VB script to "execute" the updates in This Excel File. In this case, I'm updating Karlton's Email Address and SSO Username in Workfront using only Excel:

This approach has saved us countless hours in integrations or manual updates to data and is far more capable than kickstarts ever were. In addition, this approach honors the access and permissions of the user's API Key. We've been able to pass this file and method off to some of our power users so they can "process" their own data via the API independent of us admins. If you get in and decide to pull in more columns, there's an adjustment you'll have to make to the script as follows: