1. Power Automate Export Excel To Sharepoint List
2. Power Automate Excel To Sharepoint Listening
3. Power Automate Export Sharepoint List To Excel
4. Import Excel To Sharepoint List

As discussed in this thread, this used to work with the standard Excel connector, but this connector got deprecated. I'm hoping somebody has a workaround or solution. Update: As the SP list expects the date time as string, I've also tried to convert the dates & time columns to text in Excel, using the Text function. This video is about how you can add and update your SharePoint List from Excel Table data using Power Automate. I will fetch the data from excel and then che. Microsoft Power Automate - Flow SharePoint to Excel. We will setup a List in SharePoint, create our spreadsheet in Excel, and a workflow automation to. Sign in to Power Automate flow.microsoft.com. Select Templates, and search for paginated reports. Select the Export a Power BI paginated report for each row in an Excel Online table or Export a Power BI paginated report for items in a SharePoint Online list template. Make sure you're signed into Excel Online, Power BI, OneDrive for Business, SharePoint Online, and Office 365 Outlook.

* This is an outdated blog post and no longer maintained *

I occasionally need to transfer data from Excel to a SharePoint list. However, in SharePoint 2013, while there is an “Export to Excel” option, there is no “Import from Excel” functionality. How sad!

Fortunately, as described in a helpful blog originally posted in 2008 for SharePoint 2007, you can use cut/paste to copy items from Excel into a SharePoint list. While the basic concept is the same for SharePoint 2013, a (minor) update to the steps provided in that blog is warranted. In this blog, I will provide detailed steps, screen shots, and an important tip for copying and pasting from Excel to a SharePoint 2013 list. My specific examples are for a SharePoint Online (SPO) tenant, but they should work similarly in an on-premise environment.

1. Open your Excel workbook and navigate to the sheet from which you wish to copy data. In This example, we will copy some tasks to a simple SharePoint task list.

2. Select the cells you wish to copy into your SharePoint list and press Control-C to copy the cells.

   Note: the cells must match the data types represented in the default view of the SharePoint list. For example: dates must be in date format.

3. Log into your SPO tenant and navigate to the list into which you want to paste data. In this example, the list already contains some items.

   Note: you must have sufficient permissions to edit the list.

4. Above the list, click edit this list. This will open the “datasheet” view of the list, as if you had clicked Quick Edit in the Ribbon. The editing window will automatically appear at the first item.

   This is an important tip: You must navigate to the bottom of the list to add items to the end. However, do NOT click into the last box at the bottom of the list; pasting at that point will not work properly. Instead, use the keyboard navigation keys to go to the bottom (empty) item.

5. Press Control-V to start the paste process.

6. If you see the following window, click Allow access.

   The items will be added to the bottom of the list. SharePoint validates the data as it adds the items. If you see a warning icon next to any of the items, it usually means the data you are pasting does not match the data type required by the column(s) in SharePoint.

7. Click Stop editing this list to complete the process. That’s it!

I hope this short tutorial helps some folks who need to copy data from Excel into SharePoint lists. See you next time!

Note

There is simpler way to create Excel and PDF documents from a template and use the result in Power Automate if needed.

Power Automate Export Excel To Sharepoint List

If you want to automate the generation of purchase orders in your company, this article will help you achieve that.After going through it you will know how to create an XLSX file from a template using Create XLSX document from template action from Plumsail Documents connector in Power Automate (Microsoft Flow) and Azure Logic Apps.

Probably you have some third party system, where you create data for purchase orders.Then you get this data in Power Automate (Microsoft Flow), apply it to our purchase order template and generate a new document.

This is how the final document will look in our case:

Our template and result document have to be stored somewhere. Power Automate (Microsoft Flow) has a lot of connectors for different systems. Here are just a few of them:

• SharePoint

• Box

• OneDrive

• Google Drive

• Dropbox

• SFTP

• File System

In this example, we will store our documents in SharePoint. Our flow will use JSON object as a source data for the template, but you can get data from other sources. For example query list items from SharePoint.

This is how the flow looks like:

Flow trigger¶

You can actually pick any trigger. For example, you can start Flow on file creation in a SharePoint document library. We are using “Manually trigger a flow” trigger here to simplify the Flow.

Power Automate Excel To Sharepoint Listening

Get file content¶

This action gets file content of the specified file from a SharePoint document library. You can just specify SharePoint site URL and path to your file. We are using this action to get our template’s content.

You can use any other connector to get files from your system.

Create XLSX Document from Template¶

Create XLSX document from template is the action from Plumsail Documents connector. This action is suitable for creating documents from a template.

There are two parameters:

1. Template file

2. Template data

Power Automate Export Sharepoint List To Excel

In the first parameter ‘Template file’ you can put template’s content from some other action. In our case, we specified the output of the previous action as a template.

Download the template file that we will use in this article.

Plumsail Excel XLSX templates use a different approach than most other templating solutions. It uses a minimal amount of syntax to make your work done.

Read this article to get familiar with the templating engine.

In short, templating engine thinks that everything between these {{}} brackets is basically variables where it will write the data you specified in ‘Template data’.In our case, the example would be {{Order.Date}} and {{Order.Number}} object, it lets the engine know that we want to render the purchase order’s number and date.

But of course, we can implement a more complex scenario, in our template we are referring properties inside simple objects and collections, as well as properties in nested constructions.To select properties of our objects inside of the array (in JSON data) we are using a dot operator:

• The {{Vendor.CompanyName}}, {{Vendor.Address}}, {{Vendor.Email}}, {{Vendor.Phone}} tags let the engine know that we want to render properties of the Vendor object.

• The {{ShipTo.CompanyName}}, {{ShipTo.Address}}, {{ShipTo.Email}}, {{ShipTo.Phone}} tags let the engine know that we want to render properties of the ShipTo object.

• The {{items.product.name}}, {{items.quantity}}, {{items.product.price}}, {{items.cost}} tags get the name, quantity, price and total cost properties in each item’s product object.

The templating engine is smart enough to understand that we refer properties inside a collection.That is how it knows what content we need to be duplicated. It will iterate through all objects in the array to render them and add the rows automatically.

You can learn more about table rendering here.

Please also note that we are using these formulas to calculate the total cost for each item individually and for all of the items:

• =[Quantity]*[UnitPrice] - for each item

• =SUM(D14) - for all of the items

In the second parameter, we specified data that is being applied to the template in JSON format:

Create file¶

Now you need to store text file somewhere. In our example, we use ‘Create file’ action from SharePoint connector to store the XLSX document in SharePoint document library.

You can use any other connector to store documents into your system.

Conclusion¶

Import Excel To Sharepoint List

Now you should have an idea how to use Create XLSX document from template action from Plumsail Documents connector for Power Automate (Microsoft Flow).If you haven’t used it yet, registering an account would be the first step. It is quite easy to get started.