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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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Building flows

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trice602 15,404 Super User 2025 Season 2 on at

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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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Always glad to help! 💯💯💯💯💯

Tom

Follow me on LinkedIn - Thomas Rice, PMP | LinkedIn

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WQ-04101423-0 18 on at

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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 15,404 Super User 2025 Season 2 on at

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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

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trice602 15,404 Super User 2025 Season 2 on at

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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 15,404 Super User 2025 Season 2 on at

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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 💯💯💯💯💯

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