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Power Pages - Power Apps Portals
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Bulk data excel export/re-import via Power Apps Portal

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Posted on by 17

I'm looking to provide a way to allow users to download entities from an entity list via a Portal App, edit them in excel, then re-upload through the Portal to bulk update records.

 

Is this something that would be supported through the Portal, or would I be better off looking at an alternative solution?

 

 

Thanks

  • Verified answer
    Fubar Profile Picture
    8,023 Super User 2025 Season 1 on at
    Re: Bulk data excel export/re-import via Power Apps Portal

    We do this for one of our customers.

    • One of the downsides of using the Entity List export capability is that you don't get to format the Excel file that gets downloaded (e,g, can't add any instructions etc).
    • Upload is via File Attachment, on a record we created for uploads
    • There is a consideration that you need to make related to Viruses and what risk they pose.  The normal Notes file attachment upload does not perform virus scanning, where as if needed you can extend Azure Blob Storage to include it.

    We may have done it differently if we did it today (possibly may be able to do some of it with Flow now), but we implemented an Azure Listenter (https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/azure-integration), so when the document uploads in Dataverse we send a message to Azure (create on our upload record etc), the Azure Service Bus then picks it up and we process it from Azure updating records with the data provided in the Excel (we use a unique autonumber  and also have other columns, and tag the Upload record with metadata of the Account and Contact submitting so that can make sure customer data doesn't get exposed to the wrong customers).  In our processing we run a set of validation routines before updating the data and write any errors as child records to the Upload record (so the client can view validation errors), and update status reasons on the Upload record so the user can see if it failed or was successful etc

     

    (note: you most likely will need to do the validation/processing outside of Dataverse as using plugins you will likely have a timeout issue and you may need to use Libraries that are not supported in the plugin sandbox)

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