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Read Excel File from SharePoint Online and create Records in Dataverse | Power Automate Flow

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#excel

#flow

#sharepoint

Power Platform - General

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Dec 6, 2023

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AI Summary

  • The article discusses a common scenario of picking an Excel spreadsheet from a SharePoint Document location and creating records in Dataverse using Power Automate Flow.
  • The article suggests using the Power Automate Flow with Excel Online and SharePoint Online connectors to perform this operation.
  • The scenario presented in the article involves a file called "AccountImport" in a SharePoint Document location, which contains account information to be inserted into Dataverse.
  • The article provides step-by-step instructions for creating an On-Demand Flow in Power Automate to pick the file from SharePoint and insert its data into Dataverse.
  • The Flow involves selecting the SharePoint site and document library where the file is located, choosing the file itself, and converting the Excel data into a table.
  • A For Each loop is used to iterate through the table rows, and the Dataverse connector is used to create records in Dataverse based on the Excel data.
  • The article emphasizes the importance of mapping the columns from the Excel to the fields in Dataverse.
  • The article concludes by showcasing the Flow in action, with records successfully created in Dataverse when the Flow is run.

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