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Workfront Fusion 2.0: Reading from an Excel file (not the MS 365 Excel module)

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Level 3

Does anyone know if there is a way to read from an Excel file (not the MS 365 Excel module) in Fusion 2.0?

The scenario we have today is that the user creates an excel file for all the tasks that need to be added to particular projects. The file is uploaded to SharePoint and then the user manually triggered the scenario to run once. The scenario reads the file and uses the existing mapping in Fusion to add the appropriate tasks to the respective projects.

While this is working now we wanted to be such that the user can just attach a file to a request and submit it in Workfront. A webhook watching the queue can grab the file and the scenario can create tasks just like it's doing today. This would avoid the need for the file to be uploaded to a particular directory and provide for a better experience.

Any thoughts or suggestions for achieving this or another solution to achieve the same integration?

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4 Replies

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Level 6

On ours we have them load a CSV file that it watches for.

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Community Advisor

Hi Surya,

I believe what you're building is similar to our Scheduled Excel Updater solution.

Regards,

Doug