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Update SharePoint list items with Excel

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Posted on by michalt1

I am struggling to build this seemingly simple flow. I have an existing SharePoint list that already has data and one of the columns is blank (UPS tracking number). I need to pull a .CSV file from UPS of shipments (i.e. tracking numbers) where each tracking number will have a corresponding reference # that is also found in the SP list. I just need the UPS .CSV file to update the SP list with those tracking numbers in the correct row. I've looked around at other solutions and found ones that look to sync these or to create a list item from the .xls or .csv files but not this specific flow. Can anyone help me please??

SP list.png

Here is what I have tried based on flows I copied but obviously getting it wrong.... circled where I know there are issues because I didn't know what to insert...

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abm abm 32,865 Most Valuable Professional on at

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Hi @michalt1

Before I comes up with an answer I have couple of questions:

Where does your Excel file stored?

Once the update is done in SharePoint how about next further updates?

Are you using the same Excel file?

Where is your Excel file stored?

Are using new excel file (different filename or same file) every time when you update the SharePoint list?

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michalt1 52 on at

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Thank you for trying to help! Here are my answers:

Where does your Excel file stored? It is currently stored on sharepoint although if the flow is made easier by it being stored elsewhere this would be fine as well (OneDrive, desktop, etc.)
Once the update is done in SharePoint how about next further updates? Once the updates are made to my sharepoint list, it would be good if the excel file were deleted (or those rows were removed). Not a requirement here though as we could manually delete the excel file later.
Are you using the same Excel file? It would be a new file pulled daily from ups.com with that day's tracking numbers. But it would always be identical and we could just name the file the same thing each time if necessary.
Are using new excel file (different filename or same file) every time when you update the SharePoint list? We could make sure it is named the same filename each time if this is needed.

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abm abm 32,865 Most Valuable Professional on at

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Hi @michalt1

Thanks for your reply. Will get back to you soon.

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abm abm 32,865 Most Valuable Professional on at

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Hi @michalt1

As promised here it is

https://youtu.be/5e_sSp88Ft4

Please have a look and comment.

At the end of the flow you could add the below step to delete the OneDrive file which I haven't mentioned in my video.

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michalt1 52 on at

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Thank you for the time. The video seemed to jump from adding the action to Create Table to having that action and the List Rows present in table action as well (around minute 5:51 where it jumps to you testing). Sorry but I think I missed something so not sure what goes here or why I am getting an error:

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abm abm 32,865 Most Valuable Professional on at

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Hi @michalt1

Above for the List rows present in a table > For setting the Table name, place the cursor under the text box and click custom value and enter 'TrackingDetails'

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michalt1 52 on at

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Sorry for my delay as I was OOO. I figured out the first part creating the table and realized I needed to rename the tab on my Excel to "Sheet1" for this to work (I am downloading the CSV from an external source so it's automatically named something else). Struggling a bit to make this work for my specific use case but will keep playing around here.

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abm abm 32,865 Most Valuable Professional on at

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Hi @michalt1

You don't need to rename the "Sheet1". Change the formula to use your sheet name.

Thanks

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michalt1 52 on at

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Each time I download data from UPS.com the sheet is named something different (that day’s date + other characters) 😉

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abm abm 32,865 Most Valuable Professional on at

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Hi @michalt1

Solved: How to get excel worksheet names in a list variabl... - Power Platform Community (microsoft.com)

Once you get the worksheet name then pass this as a variable substitution in your formula.

Thanks

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