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dmcdivitt
Level 8

import from Excel

I made an app with Dynamics 365 entities and want to import data into one of the entities. I do the following:

Choose Model Apps

Click Entities

Click Get Data

Choose Get Data from Excel

Choose "Pharmacy Facility", click next at top of page

In a text box it says "File not uploaded", next to that Upload is clicked

A dialog opens and the Excel file is selected

After selecting the file it says "The file could not be uploaded for Pharmacy Facility: failed to upload."

See uploaded screen snapshot

I tried in both IE and Chrome

 

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted

Re: import from Excel

Column headers are in the first row for CSV. you'll need to make sure that all of the text strings in your CSV either do not have commas in them or quailfy them as text with "speachmarks so that, do not get interprited as delimiters".

View solution in original post

9 REPLIES 9
Super User
Super User

Re: import from Excel

What does it say when you click on the red ! 

dmcdivitt
Level 8

Re: import from Excel

Clicking the red exclamation does not do anything.

Re: import from Excel

a few silly questions

  1. the data in excel is in a table
  2. is your environment in the same location as your tenent. 
  3. have you tried doing it with a CSV. 

If it fails then.

  1. Then try and export your entity to excel and use the connector from excel to load the data.
  2. If that won't work from excel desktop try excel on line.

If that fails,

  1. load the data into PowerApps and bulk patch the data to the CDS.

 

And yes it can be a lot harder than it should be to upload data!

dmcdivitt
Level 8

Re: import from Excel

The entities, app, etc. are in Dynamics 365. The entities are used in a model app. No connections have been made. I created the entities, edited the views and forms, then did a PowerApp with that.

Re: import from Excel

Did not spot that there were not from a custom entity. 

 

You can still make a powerapp from the entity you want to put the data into, bring the excel file into powerapps and patch the data to the entity from there if the CSV thing wont work.

dmcdivitt
Level 8

Re: import from Excel

I don't know how to do all that. All I know how to do is create an entity through the GUI, with whatever fields I want, then start using it.

 

I don't know how to bring the CSV file into PowerApps or what that means.

Re: import from Excel

First thing see if its the excel file that is the issue, so put the file in excel, make sure the data is in a named table. 

 

try and import that, if that fails.

 

save the file from Excel as a CSV file and try and import that, excel will save the file as comma seperated values which is basically a no frills text file, try and import that.

 

If that fails, with a non custom entiry you cannot edit it in excel and use the connector to change the data so...

 

Open powerapps and import the excel file into powerapps either by add data to your app or via the one drive connector.

 

Connect to your D365 entity either with the d365 or cds connector. 

 

If your excel file and entity have the same column names the do a simple patch like Patch(entityName,excelName), if not then you'll need to do a ForAll loop in powerapps and patch each record to the entity.

 

Here is a great article on patching in builk.

https://powerapps.microsoft.com/en-us/blog/bulk-update-using-forall-and-patch/

dmcdivitt
Level 8

Re: import from Excel

I did try as a CSV file. I don't know where column names should go in the file, unless it's the first row. I'll read the article you psated and see what happens. Will take awhile. Thanks for the help!

Highlighted

Re: import from Excel

Column headers are in the first row for CSV. you'll need to make sure that all of the text strings in your CSV either do not have commas in them or quailfy them as text with "speachmarks so that, do not get interprited as delimiters".

View solution in original post

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