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Exporting Data from Workfront via Kick-Starts

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The Kick-Starts data exporter enables system administrators to export data for using it outside of Workfront.

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.

Advantages and Disadvantages of Using Kick-Starts to Export Data

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 "Exporting 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 "Exporting Data"

Yes

Both custom fields and Workfront native fields associated with the objects are exported.

No

Exporting Data via Kick-Starts

Yes (limited)
No custom fields are exported. Most Workfront native fields associated with objects are exported. Some native fields are not exported. For example, you cannot export the schedule, project owner, or project sponsor fields through a project kick-start export.  

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.

Understanding Export Limits

The following limitations exist when exporting data via kick-starts (data is exported in an Excel file format): 

  • 50,000 rows: The number of rows allowed in the file.
  • 65,530 hyperlinks: This is a limit imposed by Excel on documents that contain more than 65,530 hyperlinks. These documents cannot be opened when they are exported manually, or sent in a delivered report. Note that an Excel document may have just 200 rows of data, but if there are more than 65,530 links inside the document, the document does not open.

Exporting Data via Kick-Starts

  1. Navigate to the  Setup area in the Global Navigation Bar. 
  2. Expand System, expand Kick-Starts, then click Export Data.
  3. Select the object you want to export.
    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 "Creating Matrix Reports."
    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
    Parameter Option
    Parameter Group
    Category Parameter
    Category
    Report
    Portal Tab Section
    Dashboard
    Preferences

     Exports as .zip file.

    Report

     

     

    Parameter
    Parameter Option
    Parameter Group
    Category Parameter
    Category
    Report
    Preferences
     Exports as .zip file.

    Approval

    Step Approver
    Approval Step
    Approval
    Approval Process
    Preferences

     Exports as Excel file.

    Custom Data

    Parameter
    Parameter Option
    Parameter Group
    Category Parameter
    Category
    Preferences

     Exports as Excel file.

    Expense Type

    Expense Type
    Preferences

    Exports as Excel file.

    Hour Type

    Hour Type
    Preferences

    Exports as Excel file.

    Team

    Team Member
    Team
    Preferences

     Exports as Excel file.

    User

    User
    Preferences

     Exports as Excel file.

     

  4. 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 option. The Access Levels data sheet that is included in an export is provided for reference purposes. 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 "Importing Data into Workfront Via Kick-Starts."
    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
    Exports as Excel file.
    Assignment Assignment
    Preferences
    Exports as Excel file.
    Company Company
    Preferences
    Exports as Excel file.
    Email Template Email Template
    Preferences
    Exports as Excel file.
    Expense Expense
    Preferences
     Exports as Excel file.
    External Page External Page
    Preferences
    Exports as Excel file.
    Filter Filter
    Preferences
    Exports as a .zip file. 
    Group Group
    Preferences 
    Exports as Excel file.
    Grouping Grouping
    Preferences
    Exports as a .zip file.
    Hour Hour
    Preferences
    Exports as Excel file.
    Issue Issue
    Preferences
    Exports as Excel file.
    Job Role Job role
    Preferences
    Exports as Excel file.
    Milestone Path Milestone
    Milestone Path
    Preferences
    Exports as Excel file. 
    Note Note
    Preferences
    Exports as Excel file.
    Portfolio Portfolio
    Preferences 
    Exports as Excel file.
    Project Queue
    Project
    Routing Rule
    Queue Topic
    Preferences
     Exports as Excel file.
    Resource Estimate Resource Estimate
    Preferences
    Exports as Excel file.
    Resource Pool Resource Pool
    Preferences
    Exports as Excel file.
    Risk Risk
    Preferences 
    Exports as Excel file.
    Risk Type Risk Type
    Preferences 
    Exports as Excel file. 
    Scorecard Scorecard Questions
    Scorecard Option
    Scorecard
    Preferences 
    Exports as Excel file. 
    Task Task
    Preferences
    Exports as Excel file. 
    Template Queue
    Template
    Routing Rule
    Queue Topic
    Preferences
    Exports as Excel file.  
    Template Assignment Template Assignment
    Preferences
    Exports as Excel file. 
    Template Task Template Task
    Preferences
    Exports as Excel file. 
    Timesheet Timesheet Profile
    Timesheet
    Preferences
    Exports as Excel file.  
     View View
    Preferences 
    Exports as .zip file.
  5. Click Download. 
    It is a good idea to look over 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. 

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