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Create a Dataverse Table from Excel or CSV in Power Apps (Step by Step)

The SPGuides purchasing team tracked eight vendors in an Excel workbook that got emailed around for every update. They wanted it in Dataverse, with no retyping.

In this tutorial, we’ll create Dataverse table from Excel data in Power Apps: upload the workbook, check the AI column types, fix the table properties, then import more rows from a second file.

Here’s what we’re building: a Vendor table with all 10 vendors, eight from the first file and two added later.

Dataverse Vendor table in Power Apps showing 10 vendor rows after the Excel imports

Before You Start

A Dataverse table is a database-backed sheet with real data types and security. New to it? Start with what Microsoft Dataverse is.

You need System Customizer to create tables and Environment Maker to import rows. Get Data from Excel isn’t in the Power Apps Developer Plan.

Our workbook, SPGuides Vendors.xlsx, has a Vendors sheet with seven columns:

Excel columnExample valueDataverse type the AI picked
Vendor NameFabrikam IncText (became the primary column)
Contact NameMegan BowenText
EmailA work email addressEmail
PhoneA business phone numberPhone
StateWAText
Contract End Date12/31/2026Date only
ActiveYesYes/No

The eight sample rows (Email and Phone left out):

Vendor NameContact NameStateContract End DateActive
Fabrikam IncMegan BowenWA12/31/2026Yes
Northwind TradersAlex WilberWA03/31/2027Yes
Adatum CorporationAdele VanceIL11/30/2026Yes
Litware IncLee GuTX06/30/2027Yes
Tailspin ToysDiego SicilianiMA10/31/2026No
Wingtip ToysGrady ArchieCO01/31/2027Yes
Proseware IncIsaiah LangerGA09/30/2027Yes
RelecloudLynne RobbinsNC12/15/2026No

Keep one header row and no merged cells or blank rows. Building by hand instead? See the other ways to create a Dataverse table.

Step 1: Upload the Excel File

  1. In make.powerapps.com, pick your environment and select Tables.
  2. Select the Create with Excel or .CSV file tile.
Power Apps Tables page with the Create with Excel or .CSV file tile highlighted
  1. In Import an Excel or .CSV file, select Select from device.
  2. When loading finishes (about 10 seconds), check that the Vendors sheet has Include on, then select Import.
Import an Excel or .CSV file dialog with SPGuides Vendors.xlsx loaded and the Vendors sheet included

Checkpoint: the data workspace shows a table card named Vendor tagged Imported with AI.

Step 2: Review the Column Types the AI Picked

Copilot guesses names and data types from your data, and Microsoft says the guesses might not be 100% accurate.

  1. Select View data and keep First row as headers on. Avoid Remove: it deletes a new table and its data.
  2. Check each header icon. To change a type, select the header and edit the column.
Data workspace grid for the Vendor table showing Vendor Name, Contact Name and Email columns from Excel
Data workspace grid showing the detected Phone, State, Contract End Date and Active Yes/No columns

The preview shows only the first 20 rows; the rest load on save. Active became a Dataverse Yes/No column.

Checkpoint: every column has the type you want, and all eight rows show.

Step 3: Fix the Table Name, Primary Column and Schema

  1. Select Properties to open Edit table.
  2. The AI set Plural name to Vendor, the same as the display name. Change it to Vendors.
  3. Set Primary column to Vendor Name.
  4. Under Advanced options, check the Schema name (ours: cr85a_vendor) and select Save.
Edit table panel with plural name Vendors, primary column Vendor Name and the cr85a schema prefix

The schema name can’t change after saving. For your own prefix instead of cr85a, use a solution, as in our Dataverse solution guide.

Checkpoint: the table card still says Vendor, with plural Vendors.

Step 4: Save and Exit to Create the Table

Nothing exists in Dataverse until now. Select Save and exit, then Save and exit again in the Done working? dialog.

Done working dialog in the data workspace with the Save and exit button

After 30 to 60 seconds, the table showed under Tables > Custom.

New Dataverse Vendor table in Power Apps with eight rows sorted by Vendor Name

The AI also chose the logical names you’ll use in flows and formulas:

cr85a_vendorname, cr85a_contactname, cr85a_emailaddress, cr85a_phonenumber,
cr85a_state, cr85a_contractenddate, cr85a_isactive

Checkpoint: Vendor is a Standard table with primary column Vendor Name and 8 rows.

Step 5: Import More Rows from a Second Excel File

Two new vendors arrived in SPGuides New Vendors.xlsx. On the Vendor table, select Import > Import data from Excel.

Dataverse table Import menu with Import data with Dataflows and Import data from Excel
  1. Upload the file, pick the New Vendors sheet and select Next.
  2. Leave Primary key as (None); the file holds only new rows.
  3. On Possible match, Contract End Date and Active showed “Mismatched column metadata, but matching row-level data.” Select Accept match on both.
  4. With Mapped at 7, select Import.
Import new data column mapping with Possible match rows and the Accept match buttons

The 19 unmapped columns are system columns. More ways to add rows: adding data to a Dataverse table.

Checkpoint: the dialog closes and you’re back on the table page.

Test the Import

Rows load in the background. An instant refresh still showed 8; two minutes later it showed 10, including Coho Winery and Trey Research, with no duplicates.

To use the rows in a canvas app, see getting data from Dataverse in Power Apps.

Need a Schedule or a Big File? Use a Dataflow

For a file that keeps changing or needs cleanup, pick Import > Import data with Dataflows: a Power Query job that can refresh on a schedule.

New dataflow dialog in Power Apps with a dataflow name and the Create button

Choose Excel workbook or Text/CSV, shape the data, and map it.

Power Query Choose data source page with Excel workbook, Text/CSV and SharePoint Online list tiles
Dataflow load settings with Load to new table and the table name field

Our Dataverse dataflow walkthrough covers every screen. For row-by-row logic, try importing a CSV into Dataverse with Power Automate.

Which Method Should You Use?

GoalMethodWhy
New table from a workbookCreate with Excel or .CSV fileAI builds the columns and loads the rows
Add rows to an existing tableImport data from ExcelColumn mapping, optional key to update rows
Repeat the load on a scheduleImport data with DataflowsPower Query shaping and refresh
Custom logic per rowPower Automate flowLookups, conditions, notifications

Troubleshooting and Things to Keep in Mind

A date looks a day off in a flow. The AI made Contract End Date a Date only format with User local behavior. The grid showed 11/30/2026, but the raw Web API value fell on the previous day in UTC. Switch the behavior to Date only right away; the one-time change affects only values saved afterward.

The Import button is grayed out. A Possible match is still open. Accept or reject each one.

“You do not have permission to access these records.” I got this opening the table via a main.aspx link with no app. Add the table to an app.

Repeat imports duplicate rows. With Primary key (None), every row is added as new. Pick a key, such as an alternate key, to update matching rows.

Some columns won’t import. Timezone, multiselect Choices, Image and File columns aren’t supported. The uploaded workbook stays in the File Upload table until you delete it.

Where to Take It Next

More Dataverse builds are on our Power Apps tutorials hub.

If you’re moving more data into Dataverse, these are good next reads:

Frequently Asked Questions

How do I create a Dataverse table from Excel?

Select Tables > Create with Excel or .CSV file, upload the workbook, review the columns and select Save and exit. See Create and edit tables using Power Apps.

Can I import Excel data into an existing Dataverse table?

Yes. On the table, select Import > Import data from Excel, pick the sheet, map the columns and import. See Import data from Excel and export data to CSV.

Will importing Excel create duplicate rows?

With Primary key (None), every row is added as new. Pick a key column in the mapping to update existing rows.

What security role do I need to import Excel into Dataverse?

System Customizer to create tables, and Environment Maker to import or export data.

Can I use a CSV file instead of Excel?

Yes. Both the Create with Excel or .CSV file tile and Import data from Excel accept .csv files.