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Update/Create Records in CDS when Excel file uploaded to SharePoint Folder

I'm trying to set up a flow that is triggered when an Excel file is created in a SharePoint folder, then runs row by row to either update or create (depending on if the vendor is already in the CDS or not) a vendor record. 

*****

Current config is: 

Trigger - When a file is created (SP);

Action - List rows present in a table (it won't recognize the name of the table in any document);

Action - List records in the CDS;

// Here I have nested "Apply to each" loops:

Apply to each - Value from the "List rows present in a table";  // pull the vendor ID from the first row

Apply to each - Value from the "List records of the CDS";  // loop through the records to see if that vendor ID is there

 

Condition - "List of rows" == "List of records"  // does the vendor ID from rows appear in records?

((Yes)) Action - Update record (CDS);

((No)) Action - Create record (CDS);

*****

The first problem that I'm having is getting the "List rows" action to recognize the name of the table in the Excel file. 

After that, is this the best way to do what I'm trying to do, or is there a better/smarter way? 

 

Thanks! 

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Community Support

Re: Update/Create Records in CDS when Excel file uploaded to SharePoint Folder

Hi @DaveNull,

 

Please refer to this post, it has a similar requirement, hopes it could help you:

https://powerusers.microsoft.com/t5/Using-Flows/Automatically-update-sharepoint-list-with-excel-data...

 

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Highlighted
Community Support
Community Support

Re: Update/Create Records in CDS when Excel file uploaded to SharePoint Folder

Hi @DaveNull,

 

Please refer to this post, it has a similar requirement, hopes it could help you:

https://powerusers.microsoft.com/t5/Using-Flows/Automatically-update-sharepoint-list-with-excel-data...

 

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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