Forum Discussion

Copper Contributor

Apr 06, 2017

Automatic Data import

Hello, I'm putting up in place a sharepoint site (using Sharepoint Online) for my company. I'd like to create an Infopath form that'll retrieve datas from a sharepoint list (customers list). I'...

Florent SEGUI

Copper Contributor

Apr 06, 2017

Hello Pieter,

Thanks for your quick reply.
We have a CRM that can export automatically the datas into csv or txt format.
So I think I'd go for the import solution from external source.

How to proceed?

I've exlcuded BCS as the CRM database has already some slowness.

Pieter Veenstra

MVP

Apr 06, 2017

There might be a better way as you could let CRM do the update work. I could imagine creating a CRM module doing the work. I'm not 100% sure about the options available in CRM but I guess this could be a workflow in CRM doing the update work in SharePoint.

If you have the csv files ready already. then you could read these files using PowerShell and then update SharePoint. Personally I like the PnP PowerShell options available. https://github.com/SharePoint/PnP-PowerShell.

With these commands it is quite easy to create items in SharePoint and/or update them. How are your Powershell skills? I would expect that developing these scripts as somethign that is produciton ready could take a few days.

Florent SEGUI
Copper Contributor
Apr 06, 2017
For the CRM, I have to contact the software company developping it to check if something already exist.

As for my powershell skills, they are a bit rusty :) but I can try.