Power Automate - Building Flows

Can you import an excel file to projects OR planner

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Posted on by WQ-04101423-0

Hi There,

Is there a way to import an excel file into projects OR planner?

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Business Process Flows

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trice602 13,773 Super User 2025 Season 1 on at

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Can you import an excel file to projects OR planner

If I can help with anything else please let me know or tag me in a future post, I enjoy reading and answering questions. Always glad to help! Tom 💯💯💯💯💯
trice602 13,773 Super User 2025 Season 1 on at

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Can you import an excel file to projects OR planner

Hey there!

I am following up on this post can you import an excel file to projects or planner in this category building flows from 10/25/2024. I know the post is a little older, but it is a common question here so wanted to take a moment and follow-up. I see there have been 3 replies and 1 likes and asking if your question has been answered. If so, please help the community out by completing one or more of the following actions! Thanks in advance!

Easy as 1-2-3 ‼️💯⭐😎🆒🙏

1) Mark a reply as a verified answer - this is essential, and it helps others with the same general question find this thread. ✅

2) You can also mark one of more replies as a verified answer. Please take a moment and give the author credit for volunteering their time. ✌️

3) Like one or more replies. Kudos always greatly appreciated! 👍

Pro tip: if you found your own solution or workaround, feel free to add a reply to your own post and mark it as the solution too! The goal is to get this thread marked with a verified answer by anyone that finds one or more replies helpful!

Again, thanks in advance for reading and responding, always glad to help! Tom 💯💯💯💯💯
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trice602 13,773 Super User 2025 Season 1 on at

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Can you import an excel file to projects OR planner

Hi,

Here's the format. Like Teams, Planner doesn't actually have it's own storage so you can use SharePoint or OneDrive for Business. I prefer SharePoint in this example.

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⭐ If this was helpful, please like and/or mark as a verified answer to help others find this too!

Always glad to help! 💯💯💯💯💯

Tom

Follow me on LinkedIn - Thomas Rice, PMP | LinkedIn
WQ-04101423-0 18 on at

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Can you import an excel file to projects OR planner

trice602

Thank you so much for your response. Silly question, how do we format the excel doc in order to properly upload?
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trice602 13,773 Super User 2025 Season 1 on at

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Can you import an excel file to projects OR planner

Hi,

Yes you can do this pretty quickly and is easy to setup. There are two different actions, the first is create task on your board. Then using the dynamic_contentID from that action, you can update task details. That's where you are add your attachments.

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⭐ If this was helpful, please like and/or mark as a verified answer to help others find this too!

Always glad to help! 💯💯💯💯💯

Tom

Follow me on LinkedIn - Thomas Rice, PMP | LinkedIn