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Import excel rows to sharepoint list

How to import excel rows to a SharePoint list with Microsoft Flow

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12NOV2018
//Peter Heffner
How to import Excel rows
into a SharePoint list with
Microsoft Flow
Intranet Solution Specialist
About
This presentation describes how to import rows of an Excel file into an
existing Sharepoint list with Microsoft Flow
It addes rows to a list.
It does NOT update existing items in the Sharepoint list
(However, that would also be possible)
Data has to be in Excel format (CSV doesn‘t work)
Data has to be defined as a table
Order of columns doesn‘t matter
Person fields work with email addresses and „lastname, firstname“
The Sharepoint List
The Excel file
Data is formatted as a Table.
The Excel file is saved on a OneDrive
The Flow – Get rows
Create a new Flow from blank
Here I chose to trigger the Flow manually
Next I add the Excel „Get rows“ action and specify the Excel file and the
desired table
The Flow – Set variables
Next add the data operation „Compose“ as an action.
The „Apply to each“ is then automatically added
Rename your Compose for easier mapping later on
Select which Excel column should be assigned to the compose

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Import excel rows to sharepoint list

  • 1. 12NOV2018 //Peter Heffner How to import Excel rows into a SharePoint list with Microsoft Flow Intranet Solution Specialist
  • 2. About This presentation describes how to import rows of an Excel file into an existing Sharepoint list with Microsoft Flow It addes rows to a list. It does NOT update existing items in the Sharepoint list (However, that would also be possible) Data has to be in Excel format (CSV doesn‘t work) Data has to be defined as a table Order of columns doesn‘t matter Person fields work with email addresses and „lastname, firstname“
  • 4. The Excel file Data is formatted as a Table. The Excel file is saved on a OneDrive
  • 5. The Flow – Get rows Create a new Flow from blank Here I chose to trigger the Flow manually Next I add the Excel „Get rows“ action and specify the Excel file and the desired table
  • 6. The Flow – Set variables Next add the data operation „Compose“ as an action. The „Apply to each“ is then automatically added Rename your Compose for easier mapping later on Select which Excel column should be assigned to the compose
  • 7. The Flow – data operation „compose“ Then add more „compose“ to assign the othe columns. Skip what is not needed. Tip: You don‘t need to do that for Choice- or Person fields
  • 8. Create SP item As the last action add „Sharepoint - Create Item“ and assign the variables
  • 9. The Coice field The Choice field is slightly different. Chose „Enter Custom Value“ and select the Excel status column
  • 10. The Flow Also for the Person fields, chose „Enter Custom Value“ and select the Excel column In fact, you wouldn‘t need to compose those variables for lookup fields like Choice or Person
  • 12. This guide is accurate at the time of publication. Due to future updates for Office 365 applications, it can happen that these instructions are not that accurate at some point of time. Thank you //Peter Heffner Disclaimer