Need help creating a flow that will allow me to bulk create/upload tasks to planner from an excel file.

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Posted on by DAHLINMarketing

I have an excel file. Each row of the excel file represents a task I wish to create in Planner. Each column corresponds to the data typically associated with a task (i.e. name of the task, due date, priority, progress, bucket, assignee, and so on). There are 106 rows, which should translate to 106 tasks in Planner once uploaded. Ideally, I'd like to run the flow one time, and have all my tasks created in Planner and pre-populated with the data from the excel spreadsheet. It feels like this should be a straightforward process, but I'm struggling.

This is my first experience with Power Automate, and I've tried figuring this out on my own to no avail. I'm not a programmer, and have no previous experience with this type of tool. There doesn't seem to be a pre-existing template flow that does this (or if there is, I can't find it). I also can't seem to locate a tutorial to walk me through setting up this type of flow.

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manuelstgomes 6,625 on at

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Re: Need help creating a flow that will allow me to bulk create/upload tasks to planner from an excel file.

Hi @DAHLINMarketing

Here's a skeleton of what you need to do.

Can you please check if and let me know if you have any questions?

If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Cheers
Manuel