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Creating Contact from an excel table using PowerAutomate

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Posted on by Pat Michaels

Good morning.

I am trying to create a flow that will run when an excel spreadsheet is updated with a new row of data.

The excel sheet is populated with contact info and a specific interest, based off clients filling a form out on my website. I want to either create a task in dynamics if they already exist as a client. But if they do not exist, create a contact and then create a task.

I do not want to have multiple contacts of the same person. My current attempt of doing this creates all the contacts on the spreadsheet each time, not just the new one.

Here is the process I am trying to achieve.

Can anyone help me with the Dataverse actions I need to use to make this happen?

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Nya 29,060 on at

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RE: Creating Contact from an excel table using PowerAutomate

Hi,

My general idea is to use the email in excel to judge if the contact already exists, if it does, update it, if it doesn't, create it.

Use the "Apply to each" to list the contacts whose emails are existing in the excel.

In the filter, use the expression something like "emailaddress1 eq EMAIL", the EMAIL here is the list name in the excel.

Then set a condition which is used to judge if the list of contacts whose emails are the existing in the excel is empty.

If yes, create records. The fields here is gotten from "Apply to each".

If no, update records according to the contact id.

Please try to adapt your flow along the idea to create or update your contacts.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Pat Michaels 25 on at

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RE: Creating Contact from an excel table using PowerAutomate

Hi Nya,

Thank you for responding.

I have set up my flow like this so far:

But when I add a condition, all I get is error messages. (I know it is user error) I just don't know how to build the condition to read from the checking emails against my contacts. Also, how do I set up the flow to only read the newest additions to my excel spreadsheet?

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Nya 29,060 on at

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RE: Creating Contact from an excel table using PowerAutomate

Hi,

Please refer to the following article, which gives a complete solution process.

Update Dynamics 365 Data Using Flow (c-sharpcorner.com)

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Pat Michaels 25 on at

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RE: Creating Contact from an excel table using PowerAutomate

Hi Nya,

Unfortunately, this does not really answer the issue.

The section on adding the condition no longer exists how it is portrayed in the article.

How do you add the condition in Microsoft Flow now, not in 2018.

I appreciate your assistance.

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