How to automatically save Excel attachment in outlook and save to sharepoint list

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Posted on 19 Jun 2021 13:22:14 by Sahara22

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Hello Everyone,

Looking on help on how to save an Excel attachment that sent daily through email and save it to one Sharepoint list.

-Sharepoint list has the same headers as Excel attachment

-Need new items copied from email Excel attachment to replace and delete any old items on the share-point list to make sure I always have the most updated information.

-Same sender and email subject

Any idea how to use power automate to do this?

Thank you!

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manuelstgomes 6,625 on 22 Jun 2021 at 10:10:54

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Re: How to automatically save Excel attachment in outlook and save to sharepoint list

Hi @Sahara22

It's not a simple Flow, but we can try to do it. Do you already have something built?

I would do the following:

Get all attachments and save them into a temporary folder. Here's how to save all attachments when an email arrives. https://manueltgomes.com/microsoft/powerautomate/save-all-attachments-when-an-email-arrives/

Then, open and get the data using the "Get a row" action for each of them. Here's how to access a dynamic path in Excel. https://manueltgomes.com/microsoft/powerautomate/how-to-access-dynamic-path-excel/

This is the part is gets tricky. How do you know it's an "old item"? Does it have a common ID? The same name? What's the field that you can say that the row in Excel and the row in SharePoint list is the same? With that information, you can do a "Get Items" in your SharePoint list and check if that item exists or not.

If the item doesn't exist You can use the "Create Item" action to add the rows to your SharePoint list for each row.

If the item exists you can do an "Update Item" with the new information.

Is this what you need?

Cheers
Manuel

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