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How to Create Record in Dataverse – Excel Import

Implementation Steps:

1. Navigate to https://make.powerapps.com

2. Choose the Table where you want to Import the Record, in my case am Choosing Account Table

3. Now click Gear Icon at the Top then Select Advance Settings (For Legacy)

        Else Select Table –> Open Account –> Click Export

4. In my Case Am Taking Legacy Mode and Select Advance Find then Select Account Table and Click Result

rampprakash_0-1687329207531.png

5. Once the Page Loaded Select Export Accounts and Select Static WorkSheet

rampprakash_1-1687329251439.png

6. Once the Excel Downloaded –> Open the Excel and Remove the Rows which is available and Add a New Record which you want to create in Dataverse Account Table

7. Now once the Record added in a Row then Save the Excel as CSV format

rampprakash_2-1687329349998.png

rampprakash_3-1687329398863.png

8. Once Saved Go the Point 2 Again and Select Data Management and Select Imports

rampprakash_4-1687329442819.png

9. Click Import Data at the Top of the Ribbon

10. Now Choose the File (Saved .csv format)

rampprakash_5-1687329494947.png

11. Click Next and Select Next again and Select Default(Automatic Mapping)

rampprakash_6-1687329537719.png

12. Select Account as an Entity and Click Next

rampprakash_7-1687329566617.png

13. Now the Field will get mapped successfully if it is not mapped then Map the correct fields and Click Next

14. Select the Owner and Select weather you want to allow duplicates or not and Click finish

rampprakash_8-1687329642100.png

15. Once done you can able to see the Status of the Record

rampprakash_9-1687329681646.png

16. Once the Status Reason is Completed you can able to see the Records in your Dataverse Environment 

That’s it 🙂

This post was originally published on this site

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