To start using the Wrike integration, you need to:
The Frontify integration for Wrike lets you attach Frontify brand assets to Wrike tasks and upload Wrike task attachments to Frontify libraries and projects without leaving the Wrike environment.
The integration is implemented via Wrike Cloud Content Connector and consists of 2 main flows:
Attach flow - getting assets from Frontify to Wrike tasks
Upload flow - uploading Wrike task attachments to Frontify libraries and projects.
In both cases, users access Frontify using oAuth2 authorization.
Users can click on the “attach files” button within a Wrike task to start the “attach flow.” Frontify is listed as one of the “attach” options together with others such as “Your Computer,” “Website Link,” “Google Drive,” and “Dropbox.”
If the user is not already logged in, then the authorization process starts, and the user should allow the integration app to access Frontify libraries and projects.
After successful authorization, the user’s Frontify brands are displayed.
If the user has access to only one brand, then the projects and libraries of the user are displayed directly. At this point, the user can only see the libraries and projects that they have at least read access to.
The user can navigate to her Frontify’s libraries and projects and, if needed, into the folders of the libraries and projects and choose one or multiple assets to attach to the Wrike task.
After clicking on the “Attach files” button, you find the selected brand assets attached to the Wrike task, the file chooser dialog closes, and the Wrike task is displayed to the user.
The attached file continues to be stored in Frontify, but it is linked to the Wrike task using the Preview URL of the file.
The user can click on the attached file to see it in full screen and download the attachment to the local disk.
Within the “attach flow,” the search functionality is also supported. The user can enter a search query into the search field at the top right corner of the dialog.
The search takes place within the current brand, project, library, or folder and in its subfolders. Currently, the search within multiple brands is not supported.
The user can right-click on the attachment of a Wrike task to start the upload flow. You can find Frontify as one of the upload destinations.
If the user is not logged in, the authorization process begins, and the user is asked to allow the integration app to access Frontify libraries and projects.
After successful authorization, the user can see the Frontify brands displayed.
If the user has access to only one brand, then directly the projects and libraries of the user are displayed. At this point, the user can only see the libraries and projects they have at least read access to.
Users can navigate into libraries and projects and, if needed, into the library and project folders to specify Frontify’s target destination.
When the user clicks on the Next button and then the Upload button, a dialog screen is displayed asking about moving the file to Frontify permanently.
When the user approves the move, the file is uploaded to Frontify and deleted from Wrike. That means, similar to the “attach flow,” only one copy of the file will be on Frontify.
After you upload the Wrike task attachment to the target destination on Frontify, the file chooser dialog closes, and the Wrike task is available to the user.
While moving the assets from Wrike to Frontify, the metadata population is implemented for the following custom metadata field types:
number and date,
Custom metadata are not handled.
If you require further assistance or information, reach out to your CSM or customer support.