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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Excel Data source
Customer experience | Sales, Customer Insights,...
Suggested Answer

Excel Data source

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Posted on by louis.lue3@gaodegro... 5

Does the customer insight support excel data source??

i have an excel work sheet on the one driver, when i add an excel datasource , i copied the  workshee' link  and fill it to data source's path

after i click 'next' ,the page show me Invalid credentials. 

but when i open the link in brower, it open smoothly.

How to get the worksheet's path or other something wrong??

I have the same question (0)
  • Suggested answer
    Ana Almeida Profile Picture
    Ana Almeida on at

    Hello

    Do you saved the excel file as CSV format?

    In the documentation, it is refered: 

    "you can export the data from your source as a CSV file and import it to Customer Insights with the CSV connector."

  • Aditya Kuppa Profile Picture
    Aditya Kuppa 320 on at

    Hello Louis,

    Are you getting this error when you use Anonymous authentication? Did you try changing the 'Authentication kind' from 'Anonymous' to either 'Basic' or 'Organizational account' and enter the credentials see if it works?

    If you still have issues, please send an email to CIHelp@microsoft.com with the instance id and the error details, and we will work with you to resolve them.

    Thank you!

    Aditya Kuppa

  • Aditya Kuppa Profile Picture
    Aditya Kuppa 320 on at

    Hello Louis,

    One more possibility can be that the used file location format is different. Please check if your file location format is like this https://<<your OneDrive location>/<Document folder path>/<file name>.xlsx

    Sometimes we may find the file location from the web url and using that filepath may not work.

    If it helps, follow these instructions to get the file address and see if it helps.

    To find the right address in an easy way, open the excel in your desktop app, go to File, select Info tab, and you will find an option for copying the path "Copy path" button. Click that button, and remove the “?web=1” value in the end, and that should work.

    excel-copy-path-option.jpg

    Thank you!

    Aditya Kuppa

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