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Power Platform Community / Forums / Power Automate / Import Data from CDS(C...
Power Automate
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Import Data from CDS(Contact) entity to csv file using power automate flows

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Posted on by 96

Hello Everyone, 

 

I want to know the process on How to Import data from CDS(Contact) entity to csv file. 

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  • MJain Profile Picture
    2,450 on at

    Hi @Dishen ,

     

    Following are the steps I would follow: 

    1. Define the contacts criteria which needs to be exported and use advanced find to get the data.

    2. Once this is done and you are getting fetch xml correctly download it (Or if you have xrmtoolbox and your filter conditions are simple then use this tool to get OData Web api query )

    3. Create a flow and use List Records action in CDS(Current environment) 

    4. In the Fetch XML query parameter put the fetch xml you downloaded in step 2.

    5. Since the records you might be pulling is more than 5000 , click on the ellipsis button the right and it will open pop up window . in this window select pagination to true and set your threshold value.

    6. Use Create CSV table action after this , use output of List Records (Value) as input. Select Custom mapping from show advanced options and set your header and in column value grab the columns you want in CSV one at a time.

     

     

    Thanks

  • Rafia Mohammed Profile Picture
    96 on at

    Really thank you so much, I will try this and if i have any queries i will get back to you.

  • Rafia Mohammed Profile Picture
    96 on at

    Hi, After creating the CSV table, I just want to create file in the one drive for business. Am able to see the file but if i download it am not able to see the records. Instead am able to see in the different format. Am attaching the screenshots below. Very thanks in advance.

  • Rafia Mohammed Profile Picture
    96 on at

    Flow.png

    DifferentFormat.png

  • MJain Profile Picture
    2,450 on at

    Hi @Dishen ,

     

    Thanks for updating . I see that while creating the CSV table you have to provide your header name instead of selecting LastName / Email  and in Value part use item()?['email'] . You can do compose first after list records to view the JSON schema of the output you are getting. This will help you putting the values in Value portion using item()?['json schema name'].

     

    Thanks

  • Rafia Mohammed Profile Picture
    96 on at

    Thanks for the reply. I just have changed the header part and modified value part as well. But in the compose(After list records), do we want to take compose as parse json or select or filter array. please apologize, Am new to PowerApps, so plz tell this point clear. 

  • Verified answer
    MJain Profile Picture
    2,450 on at

    In compose select value from the list that you see . Once you run this it will give you output in JSON format , which you can parse if you like to.

     

    Thanks

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