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MarianneDa1
MarianneDa1
New Participant
January 31, 2024
New

Import projects from Excel

  • January 31, 2024
  • 4 replies
  • 826 views

Must have - import projects and templates from EXCEL files, not only MS project. 

why can we export as excel but not import??? it will save hours hours of unecessary work for templates adjustments. 

 

    4 replies

    T
    TylerGa9
    New Participant
    August 17, 2025

    The new free workfront plugin taailored.org allows you to import xlsx, csv, txt, pdf, img, etc files directly into workfront projects. 

    KIMBERLYREA
    KIMBERLYREA
    New Participant
    February 1, 2024

    We do this using Workfront Fusion. Bulk import 250-300 projects for the quarter with templates attached, portfolio, program attached and custom metadata. 

    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    January 31, 2024

     

    Hi @marianneda1,

     

    For inserting new Projects (or Template), the native Kickstart functionality @randyroberts mentioned will do the job.

     

    As you mentioned "template adjustments", however, I invite you to consider our Excel Updater solution, which does updates (and inserts).

     

    Our Synch Template solution might also be of interest, too: it allows you to use Workfront Templates to create projects, periodically adapt their tasks as things change (such as "new improvements to the existing Templates via Excel Updater"), then synchronize those adjustments out to their projects.

     

    Regards,

    Doug

     

     

    RandyRoberts
    RandyRoberts
    New Participant
    January 31, 2024

    That's what kickstarts are.

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