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Helper II
Helper II

Update a SharePoint List from a excel

Hello everyone and thank you for reading,

 

I have a SP list with many fields.

 

Monthly a partner area shares me an excel file similar in fields to the list but not equal.

 

What we want is a flow that updates each record of the list with the new values present in Excel, so for example if the price of all products changes monthly, we don't have to manually update that field in SP.

 

Is it possible to achieve this with Flow?

We can't update the Excel to SP, because our list has valuable information that's not present in the Excel File.

 

Thanks.

1 ACCEPTED SOLUTION

Accepted Solutions
Resolver III
Resolver III

Hi @efroseroc, you can use a scheduled flow to do this once a month. Each month the flow will get the rows of the Excel table, loop through it and save the column data to matching rows in SharePoint list. Please note there are a few pre-requisites for this to work.

  • The data must be formatted as a table in Excel. 
  • The Excel file name and the name of the data table in it must remain the same each month.
  • There should be some ID, title, or other immutable field value for each row in the Excel table and as well as the SharePoint list so that the flow can identify the row in SharePoint list that needs to be updated for a row in the Excel table.
  • The data type (text/number, etc.) of the matching fields between Excel and SharePoint should be the same. 

Hope this helps.

View solution in original post

1 REPLY 1
Resolver III
Resolver III

Hi @efroseroc, you can use a scheduled flow to do this once a month. Each month the flow will get the rows of the Excel table, loop through it and save the column data to matching rows in SharePoint list. Please note there are a few pre-requisites for this to work.

  • The data must be formatted as a table in Excel. 
  • The Excel file name and the name of the data table in it must remain the same each month.
  • There should be some ID, title, or other immutable field value for each row in the Excel table and as well as the SharePoint list so that the flow can identify the row in SharePoint list that needs to be updated for a row in the Excel table.
  • The data type (text/number, etc.) of the matching fields between Excel and SharePoint should be the same. 

Hope this helps.

View solution in original post

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