Can someone suggest some solutions for loading data into my Dataverse for Teams application? I've setup tables and have hundreds of records to add, but the only method I see is manually typing in the data.
Do we have to create some Power Automate to pick up data in a CSV or Excel file and add it to the tables? Or is there some better way?
Thanks for your ideas.
Geoff
Solved! Go to Solution.
I had to build a Power Automate flow.
There is no "upsert" CDS function, so I had to create a flow that looks at an Excel table and cycles through the records, for each row it queries the database to see if the record alread exists. If so, then update. If not, then insert.
This is so incredibly complicated for a tool that Microsoft is trying to put into the hands of the user! It took a few hours to learn how to put it all together correctly, and changes to the data are a pain. Tell me that any of my users would be able to do this, even with guidance.
Setup your import file:
Import data via Excel in Dataverse for Teams:
Hello @Geoff_Olives,
I'm sure you've seen this post already, but just in case anyone lands here, Microsoft have now provided functionality to import/edit data into Dataverse for Teams via Excel.
Here's the blog post.
Here's the Microsoft Docs.
Thanks,
Garry
Hi @Geoff_Olives ,
I’m haven’t tried this scenario yet but it looks like you will have to build a Power Automate Flow at this stage based on the documentation.
security.
Makers have the opportunity to bring in data through both the apps they develop as well as via connectors in Power Apps and Power Automate.
Hi @Geoff_Olives,
Haven't tried this either, but Dataflows might work with the CSV or Excel connector:
https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/create-and-use-dataflows
EDIT: might not be possible after all following this thread: https://docs.microsoft.com/en-us/powerapps/teams/data-platform-compare#business-intelligence-and-pro...
Cheers
I had to build a Power Automate flow.
There is no "upsert" CDS function, so I had to create a flow that looks at an Excel table and cycles through the records, for each row it queries the database to see if the record alread exists. If so, then update. If not, then insert.
This is so incredibly complicated for a tool that Microsoft is trying to put into the hands of the user! It took a few hours to learn how to put it all together correctly, and changes to the data are a pain. Tell me that any of my users would be able to do this, even with guidance.
Setup your import file:
Import data via Excel in Dataverse for Teams:
Yep, there might be a learning curve at first but from a developer/citizen developer perspective promise that you'll get the hang of it quickly. Also, note the Dataverse for Teams just came come out so we should expect a lot of features and enhancements in the next waves...
Unfortunately there isn't an upsert function with the connector but there's is with the SDK.
You should submit that idea at (if it doesn't already exists): https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas
Cheers
Hello @Geoff_Olives,
I'm sure you've seen this post already, but just in case anyone lands here, Microsoft have now provided functionality to import/edit data into Dataverse for Teams via Excel.
Here's the blog post.
Here's the Microsoft Docs.
Thanks,
Garry
I had not, but this will be awesome. I'll have to check it out.
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