Import multiple CSV from folder monthly

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Posted on 27 Jan 2021 04:59:29 by EthanWang

Hi All,

I am new to use Table as database.

Here is my question that I have same format of csv files for each month and keep updating, named by YYYYMM. Is there any efficiency way to upload this file to Table monthly? And if i update the data by csv file, is the relationship in table still work for new data?

Thanks

Categories:

Entities

Tables

Microsoft Dataverse

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Answers (2)

Mira Ghaly 11,409 Super User 2025 Season 1 on 28 Jan 2021 at 08:29:12

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Re: Import multiple CSV from folder monthly

@EthanWang

You need to call action Get table Rows and then Apply_to_each and get data from each row and insert in CDS table.
EthanWang on 28 Jan 2021 at 02:11:57

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Re: Import multiple CSV from folder monthly

Hi @JisungHan

i followed @Mira_Ghaly 's suggestion, then in CDS action, how do i match each Table field to excel table?

Thanks,
JisungHan on 28 Jan 2021 at 01:32:59

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Re: Import multiple CSV from folder monthly

Hi @EthanWang ,

I see. the file name is getting updating. Then, @Mira_Ghaly 's suggestion is the best way to add. Based on "OneDrive: When a file is created" may help to trigger the Power automate to add the data to CDS.

OneDrive - Connectors | Microsoft Docs

Hope this helps. Thanks!
EthanWang on 28 Jan 2021 at 01:26:52

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Re: Import multiple CSV from folder monthly

Thanks @JisungHan

I can import single file from my onedrive by your suggestion. And how do i set the automate to import file when a new month file uploaded then to the same Table(Entity)?

for each month i will have a new file named by "yyyymm", once i increase the file to the folder, should i manually set the import process each time?

Thanks,
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JisungHan on 27 Jan 2021 at 08:10:54

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Re: Import multiple CSV from folder monthly

Thanks @Mira_Ghaly for your suggestion.

Another suggestion is using Power Query in Data Integration.

1. Configure Sync folder between local PC and OneDrive

2. Follow the document: https://community.dynamics.com/365/sales/b/crminogic/posts/import-data-in-cds-common-data-service

3. At last, the document above complete the steps with Manual refresh. You may set it as recurring based on your requirement.

For more information:

https://dynamicscitizendeveloper.com/2018/06/10/deep-dive-into-the-common-data-service-data-integration/

https://docs.microsoft.com/en-us/power-query/dataflows/overview-dataflows-across-power-platform-dynamics-365

Hope this helps, thanks!

Best regards,
Jisung Han
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Mira Ghaly 11,409 Super User 2025 Season 1 on 27 Jan 2021 at 06:02:16

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Re: Import multiple CSV from folder monthly

@EthanWang

You can use power automate Excel Connector to read from your CSV file

https://flow.microsoft.com/en-us/connectors/shared_excelonlinebusiness/excel-online-business/

And then use the CDS - Dataverse connector to push data into Table