Showing results for 
Search instead for 
Did you mean: 
Advocate I
Advocate I

Import Data and Associate It with Accounts

What is the best way to import data via Excel or CSV on a scheduled basis and associate each row/record with an account? I'm assuming entity list filters can then be used to sort the records based on the user's account so that they can only see the records that pertain to them. Thanks 

Frequent Visitor

It could depend on the volume of data.  I would suggest looking at SSIS tools.  Using that, you could import the data to CDS from the files (you will likely need to create a custom entity to represent the data you are importing).


Then, from the Portal side, create the entity list but setup entity permissions to restrict viewing to just data belonging to the contacts (based on the account they belong to).


Hope that helps.


Helper I
Helper I

You can simply use the standard import functionality in CDS

I think question was that it needed to be scheduled or automated.  Another consideration is to convert the CSV files to Excel and use MS Flow.  

Solution Supplier
Solution Supplier

I suggest Power Platform Data Flows, a tool inside the Power Platform which you can accomplish all your data work there. and it's already there for you with no additional cost.

I wouldn't recommand Flow for data migration, SSIS with kingsway would be a better solution

Helpful resources

News & Announcements

Community Blog

Stay up tp date on the latest blogs and activities in the community News & Announcements.

Power Apps Community Call

Power Apps Community Call- January

Mark your calendars and join us for the next Power Apps Community Call on January 20th, 8a PST

PP Bootcamp Carousel

Global Power Platform Bootcamp

Dive into the Power Platform stack with hands-on sessions and labs, virtually delivered to you by experts and community leaders.


Power Platform Community Conference On Demand

Watch Nick Doelman's session from the 2020 Power Platform Community Conference on demand!

Users online (11,679)