As an Adobe Workfront administrator, you can use the Kick-Starts data exporter to export data from Workfront. You can use it in other applications after you export it.
Exporting data through Kick-Starts is also helpful in understanding what fields are associated with each object, how these fields are coded, as well as how the values of these fields are formatted in the database.
You must have the following access to perform the steps in this article:
Adobe Workfront plan | Any |
Adobe Workfront license | Plan |
Access level configurations | You must be a Workfront administrator. NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels. |
There are two ways to export data within Workfront:
Exporting data from a report or a list
For more information about exporting data from a report or a list, see Export data.
Exporting data via kick-starts
The following table shows the advantages and disadvantages of each method:
Exported Data Includes Object and Field Values |
Ability to Export Data around Multiple Object Types Simultaneously |
|
---|---|---|
Exporting Data from a List View For more information about exporting data from a list, see Export data |
Yes Both Workfront native fields and custom fields associated with the objects are exported. |
No |
Exporting Data via Kick-Starts |
Yes (limited) Most Workfront native fields associated with objects are exported, but some are not. For example, you cannot export the Schedule, Project Owner, or Project Sponsor fields through a project kick-start export. In a project that has a custom form attached, any data entered in the fields on the form is not exported. But you can export a custom form. The resulting file lists the fields configured in the form, such as text boxes and radio buttons. |
Yes Using Kick-Starts to export Workfront data enables you to export data related to multiple object types in a single export. For example, you can include tasks, issues, and projects in a single export. |
The following limitations exist when exporting data via kick-starts (data is exported in an Excel file format):
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup
.
Click System > Kick-Starts, then click Export Data.
Select the object you want to export.
Click More Options to see the full list of objects.
All of the objects listed here can be used to also import data into Workfront.
The only exception is the Access Levels object. The Access Levels data sheet that is included in an export is provided for reference purposes only. It allows you to assign an access level to a new user account by ID.
For more information about importing data into Workfront via kick-starts, see Import data into Adobe Workfront using a Kick-Start template. The following is a list of all objects that can be exported through kick-starts:
Object |
Exported Sheets of the Excel File |
Export Format |
---|---|---|
Access Level | Access Level Preferences |
Excel |
Assignment | Assignment Preferences |
Excel |
Company | Company Preferences |
Excel |
Email Template | Email Template Preferences |
Excel |
Expense | Expense Preferences |
Excel |
External Page | External Page Preferences |
Excel |
Filter | Filter Preferences |
ZIP |
Group | Group Preferences |
Excel |
Grouping | Grouping Preferences |
ZIP |
Hour | Hour Preferences |
Excel |
Issue | Issue Preferences |
Excel |
Job Role | Job role Preferences |
Excel |
Milestone Path | Milestone Milestone Path Preferences |
Excel |
Note | Note Preferences |
Excel |
Portfolio | Portfolio Preferences |
Excel |
Project | Queue Project Routing Rule Queue Topic Preferences |
Excel |
Resource Estimate | Resource Estimate Preferences |
Excel |
Resource Pool | Resource Pool Preferences |
Excel |
Risk | Risk Preferences |
Excel |
Risk Type | Risk Type Preferences |
Excel |
Scorecard | Scorecard Questions Scorecard Option Scorecard Preferences |
Excel |
Task | Task Preferences |
Excel |
Template | Queue Template Routing Rule Queue Topic Preferences |
Excel |
Template Assignment | Template Assignment Preferences |
Excel |
Template Task | Template Task Preferences |
Excel |
Timesheet | Timesheet Profile Timesheet Preferences |
Excel |
View | View Preferences |
ZIP |
Click Download.
The exported kick-start file is downloaded to your computer either as an Excel file, or a . zip file containing multiple Excel and properties files. Each Excel file is a collection of sheets, where each sheet represents a field associated with the object you selected. There is a Properties sheet associated with every export.
The Dashboard and Report options allow you to select specific dashboards and reports to include in the download. You can export only Dashboards which are shared system-wide.
You cannot export matrix reports. For more information about matrix reports, see Create a matrix report.
You can select up to 100 Dashboards and 100 Reports in a single export.
You can export multiple objects at one time.
By default, the following objects are displayed under the What to include label (prior to clicking More Options):
Object |
Exported Sheets of the Excel File |
Export Format |
---|---|---|
Dashboard
|
Parameter |
ZIP |
Report
|
Parameter Parameter Option Parameter Group Category Parameter Category Report Preferences |
ZIP |
Approval |
Step Approver |
Excel |
Custom Data |
Parameter |
Excel |
Expense Type |
Expense Type |
Excel |
Hour Type |
Hour Type |
Excel |
Team |
Team Member Team Preferences |
Excel |
User |
User |
Excel |
|
Exported Sheets of the Excel File |
Export Format |
---|---|---|
Dashboard
|
Parameter |
ZIP |
Report
|
Parameter Parameter Option Parameter Group Category Parameter Category Report Preferences |
ZIP |
Approval |
Step Approver |
Excel |
Custom Data |
Parameter |
Excel |
Expense Type |
Expense Type |
Excel |
Hour Type |
Hour Type |
Excel |
Team |
Team Member Team Preferences |
Excel |
User |
User |
Excel |
(Recommended) Analyze the exported data to ensure that all the information you expect to see was exported.
For large exports, Workfront works in the background to produce the Excel file and gives you a warning message about the delay. The kick-start file is emailed to you, when the download finishes.