Power Platform Community Forum Thread Details

Hi Exports,

I am exploring the possibility of integrating data from our ERP system into Microsoft SharePoint using Power Automate for seamless data management. The aim is to automate the process of importing and compiling the data within SharePoint. Once the data is consolidated, I plan to leverage Power BI for in-depth analysis and reporting. This approach will streamline our data workflows and enable efficient decision-making. Could you provide insights or recommendations for optimizing this integration process?

Regard:

Ali Abbas

Categories:

Power Automate Desktop

It depends on what ERP you are using

1) you can export data directly out of your ERP system into flat files (Text, CSV, Tab etc)

2) then have Power BI grab the files and process them

Or you could just spit the data out of your ERP system directly to Flat Files that Power BI can get too directly and not use PA or SharePoint unless you really want to have the lists for something else.

1) have Power Automate call an API and pull the data

2) shove it into SharePoint

To put it into sharePoint, you will want to define some Unique ID from your ERP system, so that you can use that to determine if you need to update the date or add a new item(row)

Also, you will need to create a Scheduled Flow

1) Create Scheduled flow to pull data every X hours/days

2) iterate through the data

3) using the unique ID do a Get Items from SharePoint, using the unique id as the filter

4) if #3 returns a single row, use an Update Item , if #3 returns 0 row do a Create Item