Connecting to Workfront

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The integration between Allocadia and Workfront allows users to collaborate more efficiently. Marketing Activities in Allocadia can be associated with existing Workfront projects to gain more complete views into total project costs. If the Workfront project does not yet exist, a new project can be kick off directly from Allocadia.

  1. On the Home Tab, click on the Master Settings hyperlink in the Edit Settings column
  2. Navigate to the Connectors Tab in the Cloud Exchange section on the left
  3. Click on the Connect button in line with the Workfront icon
  4. In the New Connector Window, complete the required fields
Note:
  • Host- This is the url used to access your instance of Workfront.
  • Username– Workfront credentials.
  • Password– Workfront credentials.
Note: Ensure the Enabled Checkbox is selected. By default, a check will appear in the box. If this box is left unchecked, the connector will not be operational.
Note: Entering the Workfront credentials must be complete before outbound actions can be created.
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