Power Platform Community Forum Thread Details

Hi,

What is the process for migrating project plan data from Excel to Microsoft Planner Premium using the dataverse connector in Power Automate?

Thanks,

Ajith

Categories:

Building flows

Hi Ajith,
Microsoft Planner Premium uses Dataverse as its backend. So, you will need to map the excel data fields accordingly with Dataverse when migrating data using Power automate.

Here is a high-level approach this case:
1. Store the Excel file in the cloud (SharePoint or OneDrive) and format the data as a table.
2. On the other side, use the Dataverse tables (such as Project, Task, etc.) to create records.

Power Automate Steps:
1. Add a Trigger: either “Manually trigger a flow” or another based on your need.

Actions:
2. Use “List rows present in a table (Excel Online)” to retrieve Excel data.
3. Add Apply to each action
4. Add Dataverse actions. -> Add a new row (Microsoft Dataverse) to create record in dataverse [Inside apply to each].
Select the related table name where you want to store the and map the columns from Excel. Use separate actions for Projects, Tasks, and other related tables, and use the previous action’s ID to link them correctly.

*Try with 1-2 record initially and once it is working correctly then run the flow for all excel records.

Please try this approach and feel free to reach out again if you get stuck in between.

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Thank you,
Harsh Deol