For a PowerApps solution of mine I wanted to use the Common Data Model (CMD) as the storage location. During development I had to import information in my entities quite often. In this article I describe how to get an Excel template how to import the information with this template.
So, when you want to import existing content in a custom or default entity, you can easily import this from an Excel template.
Go to your Common Data Service environment. In my case it is in my PowerApps Environment.
Open and login in https://web.powerapps.com/
Beneath the Common Data Service select Entities, find your entity and open it.
At the right top you see an action menu, select ‘Export template’
Select the fields you want to use for the import, you can be very specific in choosing your columns, select only the required fields or you can add all fields.
I choose the relevant fields only relevant for me, click ‘Export to Excel’, you can choose to export to Excel or Export as .csv. I choose Excel.
A template is generated, when finished you can download the template.
Save the file and open it with Excel in edit mode.
Now you can add your existing content in the file and save it, make sure that the information types match, otherwise the import will fail!
Now you are ready to import your data. Open your entity and select ‘Import data’ in the action menu.
Select your file, the columns in the excel file will be matched and mapped to the columns in the entity. (if you get an error try it again, I sometimes get an error, the second time the matching succeeds).
To check the mappings click ‘Show Mapping’, then you will see how the columns are mapped. If necessary you can update the mapping.
When ready click ‘Import’.
If the import succeeds your content is added, if the import fails you get an link to a report, in here you can analyze what causes the import failure, fix it and try again.
If the import is succeeded you see.
Now you are ready, when you go to your entity and select the data tab you will see your imported content.