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Power Platform Community / Forums / Power Apps / Ingesting / Updating D...
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Ingesting / Updating Dataverse table with XLS file records

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Posted on by 71

Scenario:
I have powerapp application with few forms and multiple screens connected to dataverse table.

Everyday I receive XLSx file with customer records.

(Customer Records: Existing customer with updated data and new customer records.) 

 

Currently I manually update dataverse table using "EDIT WITH EXCEL option available under Edit menu is PowewApp solution. 

However now I wish to explore automation solution as I receive XLS file with customer data every day multiple time and it include 20-30 new customer data rows and 10-15 existing customer rows with updated information.

 

Request:
What options are available to automatically ingest XLS file data import into Dataverse table.

 

Requirements:

a) Update function: If single or multiple customer with the same customer ID existing in XLS file and dataverse table then update dataverse table with XLS file information for each respective customer rows.

b) Add function: If new customer details is received from XLS then add those customer record rows into dataverse table.

c) Columns between XLS file and dataverse table remains constant. however column names between XLS file and Dataverse table are not 100% same so it may require one time column mapping.

d) New XLS file with data will be received everyday at 8am and 8pm into department group mailbox and xls file data needs to be imported into data dataverse table. 

e) After XLS data is ingested into Dataverse, I should get email or Team message for successful/unsuccessful data import. 

 

I am new to automating data import solution in PowerApps or Powe Automate so I am happy to try suitable solution with your expert guidance. Any ideas or link to similar problem/solution or suggestion are welcome.

 

I have the same question (0)
  • v-jefferni Profile Picture
    on at

    Hi @BradAugustene ,

     

    I believe you need the help of Power Automate flow. When you get Emails with a specific subject and Excel file with tables as an attachment, you can save the file into OneDrive or SharePoint library, and then get rows from the Excel file, loop through the table and list Dataverse table rows using filter query, checking if there's a customer ID in Dataverse table. This needs a Condition control, in true branch Update rows, in false branch add a new row.

     

    Flow overview:

    vjefferni_0-1698634108902.png

     

    Details:

    vjefferni_1-1698634327174.png

    vjefferni_2-1698634403520.png

    vjefferni_3-1698634592763.png

     

    Best regards,

  • Jonathan Manrique Profile Picture
    2,687 on at

    Hi @BradAugustene 

     

    An alternative to the development of Power Automate that is a very good option suggested by our community colleagues.

    You can use Dataflow to insert the records, I leave you the official page so you can document yourself

    https://learn.microsoft.com/en-us/power-query/dataflows/sync-excel-cds-dataflow

     

    If I have answered your question, please mark your post as Solved.

    If you like my response, please give it a Thumbs Up.

    You can accept more than one post as a solution

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