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Helper I
Helper I

Dataverse for team, how to import lookup Field from Excel using flow

I am importing data to Dataverse for team using PowerAutomate from an Excel file, it works very well, except for 1 field "AREA" which is a lookup field from another Table "Area", all the documentation talk about Dataverse not Dataverse for team, your help will be appreciate it.

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1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

so you will need to get the GUID/id of the area--you can do this by doing a list records for area and filtering it to the where the name of the record equals the text value. since the results will be an array, you will need to translate that to the record ID--example of how to get a value from the first record in a list record results in this post Tip #1256: Get attribute of the first record from the list | Power Platform & Dynamics CRM Tip Of Th...

 

Then, once you have that, you can set the lookup field using this approach: Tip #1311: Use entity name in Flow lookups | Power Platform & Dynamics CRM Tip Of The Day

so it would be something like new_areas(guid)

replace new_areas with the plural schema name of your entity and guid with the refernce to the area ID from the list records step

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2 REPLIES 2
Responsive Resident
Responsive Resident

Technically there isn't a lot of difference between Dataverse and for Teams - it is mainly licencing restrictions and restrictions usage of premium items etc (how you reference things etc is the same)

 

Lookups expect the internal GUID (internal unique identifier of the record ) or <entitysetname>(<the record guid>) where in the latter one entitysetname (eg. contact entity is contacs), if you don't have the guid in your source file you will need to retrieve it in a step n earlier step (using something like List Records with an appropriate query on the lookup table.

Super User
Super User

so you will need to get the GUID/id of the area--you can do this by doing a list records for area and filtering it to the where the name of the record equals the text value. since the results will be an array, you will need to translate that to the record ID--example of how to get a value from the first record in a list record results in this post Tip #1256: Get attribute of the first record from the list | Power Platform & Dynamics CRM Tip Of Th...

 

Then, once you have that, you can set the lookup field using this approach: Tip #1311: Use entity name in Flow lookups | Power Platform & Dynamics CRM Tip Of The Day

so it would be something like new_areas(guid)

replace new_areas with the plural schema name of your entity and guid with the refernce to the area ID from the list records step

View solution in original post

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