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Copilot Studio - Autonomous Agents
Suggested answer

Update a List from an Excel document

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I am having a very hard time getting a simple flow to work.   I have a list of employees in a database.   Every month I receive an excel spreadsheet that has updated information such as trainings they have attended, etc.  Several different spreadsheets capture all of the data which is why I need the list database.   I cannot figure out how to make a flow to update my list.   I have tried to use the automated help, which didn't work.   I also have both my excel spreadsheet and the list on the cloud so nothing is on my desktop.   Those were two issues I already fixed.  Thank you. 
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  • Suggested answer
    Michael E. Gernaey Profile Picture
    50,678 Super User 2025 Season 2 on at
    Update a List from an Excel document
     
    Is this an actual Agent? Or are you building this separately in a flow?
     
    Its also really hard to say as you are sort of explaining what you want, but not showing what you have, or the data structures etc. Its difficult to do anything but generalize.
     
    You would have either an automated flow that triggers (depending on how the file is received... email. dropped. etc)
     
    You said in a database, then you said list, so I am not sure what you are storing the full list in.
     
    That being said you have to have a Column, that exists both in your Excel and in your List / Database that lets you do 
    1) realize its a new row and create the rows
    2) updated rows and you can tell which rows to update
     
    So this linkage is important and what we need to drill into
     
    1) You Excel File, we need to see that
    2) We need to understand the structure of your database / list and how these things all link together
    3) How many different pieces of data is there and are there 1-Many in some cases?
    4) How do you determine if something is new or updated?
    5) How does a line in the Excel match up to what you put in the database / list?
     
    As a whole you will loop through the Excel, determine if its new or updates and then match that to the row (or create new ones) and do updates or creates.
     
    With more clarity we can help you.
     
    Also, if this is not an Agent, I'd like to move it to the correct forum.
     
    Thanks!

    If these suggestions help resolve your issue, Please consider Marking the answer as such and also maybe a like.

    Thank you!
    Sincerely, Michael Gernaey
     

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