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Create record types by importing information from a CSV or Excel file

Last update: Thu Nov 13 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to Adobe Workfront Planning, an additional capability from Adobe Workfront.
For a list of requirements to access Workfront Planning, see Adobe Workfront Planning access overview.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.

Record types are the object types of Adobe Workfront Planning. In Workfront Planning, you can create custom record types which illustrate the work items needed in your organization’s lifecycle by importing information from a CSV or Excel file.

Access requirements

Expand to view the access requirements for the functionality in this article.
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Adobe Workfront package

Any Workfront and any Planning package

Or

Any Workflow and any Planning package

For more information about what is included in each Workfront Planning package, contact your Workfront account representative.
Adobe Workfront license Standard
Object permissions

Manage permissions to a workspace

System Administrators have permissions to all workspaces, including the ones they did not create

For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Considerations about importing record types using an Excel or CSV file

  • Each sheet of the Excel file becomes a record type. The name of the sheet becomes the name of the record type.

  • If there is only one sheet, or if you import a CSV file, the name of the file becomes the name of the record type.

  • The columns headers in each sheet become the fields associated with each record type.

  • Fields are unique for their respective record types.

  • Each row in each sheet becomes a unique record associated with its respective record type.

  • Each sheet of the Excel file should not exceed the following:

    • 25,000 rows
    • 500 columns

  • The file should not be larger than 5MB.

  • Empty sheets are not supported.

  • Fields of the following types are not supported and cannot be mapped to fields on the import sheet:

    • Connection fields to Workfront, AEM Assets object types, or GenStudio Brands.
    • Lookup fields from connected Planning records, Workfront, AEM Assets objects or GenStudio Brands.
    • Formula fields
    • Created date, Created by
    • Last modified date, Last modified by
    • Approved date, Approved by
    • People

To import record types using an Excel or CSV file:

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

    • My workspaces: Displays workspaces you created.
    • Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

    For all other users, all workspaces you created or are shared with you display in the Workspaces area.

  3. Click the workspace where you want to create record types,

    Or

    From a workspace, expand the downward-pointing arrow to the right of an existing workspace name, search for a workspace, then select it when it displays in the list.

  4. Click Add record type.

  5. Click Upload from file.

  6. Drag and drop an Excel or CSV file previously saved on your computer, or click Select a CSV or Excel file to browse for one, then select it.

  7. Click Preview and edit.

    The Preview and edit box displays with the following information:

    • The names of the sheets or of the future record types display in the left panel. Workfront Planning selects an icon and a color for each new record type by default.
    • The first sheet or record type is selected and the names of the fields associated with it display as the column headers. The type of each field is selected by default.
    • Each row represents a new record. Only the first 10 records display in the Preview and edit box.

    Preview and edit box

  8. (Optional) Click the name of each sheet in the left panel to review the information it contains.

    note note
    NOTE
    Sheets that are empty are not supported and are dimmed.

  9. (Optional) Deselect the sheets that you don’t want to import from the left panel.

    Select sheets to import drop down with unselected

    Sheets you deselected display with a gray background.

  10. (Optional) Click the downward-pointing arrow to the right of a column header to do one of the following, in the Field tab:

    Field tab on the record type mapping import box

    • Rename one of the fields
    • Change the Field type
    • Update the field Description

  11. (Optional) Click the Connection tab to map the information in the column to a connected field from other record types.

    Connection tab on the record type import mapping box

    note tip
    TIP
    You can only map to fields from Workfront Planning connected records. You cannot map to fields from Workfront, AEM Assets, or GenStudio Brands connections. For more information, see the section Considerations about importing record types using an Excel or CSV file in this article.

  12. (Conditional) After updating information about the field, click Save.

  13. Click Import when you are ready to import your file.

    The following information imports in to Workfront Planning:

    • New record types
    • New fields associated with each record type
    • New records associated with each record type

    You can start managing fields and records on the record types pages.

    Everyone with access to Workfront Planning and the workspace can now view and edit the imported record types and their information.

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