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CSV to update Dataverse table daily

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Posted on by gaborszollosy

Hi!

I would like to create a flow that would pull a CSV file from an email address and use that to update and overwrite a Dataverse table.

I have all the column names exactly as in the CSV in the Dataverse table. The data is company names, addresses, and such from our CRM, and what I'm trying to do is keep the Dataverse table fresh so PowerApps can work with current data.

Can you please help in setting this up?

Thanks in advance!!

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Building flows

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Expiscornovus 33,830 Most Valuable Professional on at

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Hi @gaborszollosy,

Instead creating a Power Automate flow it might be worth checking out the dataflow feature set.

As far as I am aware CSV is one of the supported sources in there:

https://docs.microsoft.com/en-us/power-query/dataflows/create-use

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Paulie78 8,422 Moderator on at

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You can parse the CSV in Power Automate, I did a video on it here: https://www.youtube.com/watch?v=sXdeg_6Lr3o

and a blog post here: https://www.tachytelic.net/2021/02/power-automate-parse-csv/

But I also think a dataflow is easier, I tried it out last week and it works great.

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gaborszollosy 71 on at

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Thank you for your solution, @Expiscornovus 🙂

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MS-29082001-0 6 on at

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if the input file name changes daily, how do you get the dataflow to pickup the new files?

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Expiscornovus 33,830 Most Valuable Professional on at

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Hi @msedlock,

As far as I am aware Dataflows also support folders as a data source. With Power Query you could retrieve the correct items from that folder with specific filtering steps.

I would suggest having a look on the Power BI forums for some examples.

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