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Two way sync between MS Planner and Excel

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Posted on by DineshK_

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Hi Experts,

I want to prepare the flow to sync both MS planner and excel.

I have a excel file which has 2 sheets contains Task data and Checklists data separately like below :

I already have a flow to update this excel data into Planner , that is working fine for a newly added lines without TaskID but not working if we are updating any data in an existing rows. it will keep creating a new task in the Planner instead of updating the existing one.

Also we want to sync two way like if i update anything in MS Planner task then the same will sync into this excel file as well.

Please help to advise on this or share any sample flows for my scenario ..

Thanks

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Building flows

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ronaldwalcott 3,847 Super User 2025 Season 2 on at

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I believe these are the possible triggers for a flow

When a new task is created
When a task is assigned to me
When a task is completed

There isn't one that triggers when a task is updated

If you have the task ID in Excel you could probably create a new task and store the ID in the Title and use that task to update the original task then delete it.

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DineshK_ 205 on at

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@ronaldwalcott Thanks for your response ..

Instead of triggers can we use scheduled flow in reoccurence mode.?
In that case how to achieve this ?

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ronaldwalcott 3,847 Super User 2025 Season 2 on at

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The difficulty is determining when a task is updated in Planner.

You would have to maintain a list of all tasks in some data store, create a flow to download and compare and update Excel,

This is cumbersome and could prove costly based on the number of flows being executed,

This then presents other challenges namely updating Excel when there is a possibility that the Excel sheet is open or being used by someone (and you may be trying to synch every hour or even less) which will result in the flow constantly failing even though it should eventually synch.

You should reexamine your requirements to determine if Excel is the right tool for the job,

If this answered your question please mark it as such

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