Workfront

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Workfront is a cloud-based work management platform that helps organizations manage their projects, workflows, and collaboration. It provides tools for project planning, task management, document sharing, and reporting, allowing teams to streamline their work processes and improve overall productivity.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Workfront's official documentation to see all available endpoints from the Workfront API.

Authorize Connection to Workfront

In Workfront

To authorize your Workfront account, you will need your subdomain name and an API key (= API token).

  1. In your Workfront account, navigate to the Setup page.
  2. Under System, select Customer Info.
  3. In the API Key Settings section, click on Generate API Key.
  4. Copy the value.

In Dataddo

  1. On the Authorizers page, click on Authorize New Service and select Workfront.
  2. Fill in the following fields:
    1. Subdomain: Workfront subdomain name, which is the first part of your Workfront URL (e.g. mydomain from mydomain.my.workfront.com).
    2. API Key: Workfront API token.
  3. Rename your authorizer for easier identification and click on Save.

API Key

To obtain an API Key from your instance of Workfront:

  1. Log in to your instance of Workfront.
  2. Click Setup in the Global Navigation Bar.
  3. Click System> Customer Info.
  4. In the API Key Settings section, click Generate API Key.
  5. Your active keys are listed under Your User's API Key section

How to Create a Workfront Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
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    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
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      To load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources