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Moving local excel file to Sharepoint Online- as a scheduling task

Priji John 0 Reputation points
2023-05-17T04:52:55.1933333+00:00

I have an Excel file locally(shared drive ) which gets updated every day by an SQL Agent job. So how can I move this Excel file to SP online document library every day after that update time? How can I automate this process?

Microsoft 365 and Office | Install, redeem, activate | For business | Windows
Microsoft 365 and Office | SharePoint | For business | Windows
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  1. Emily Du-MSFT 51,861 Reputation points Microsoft External Staff
    2023-05-18T03:34:44.0566667+00:00

    You could create a Power Automate flow to move local excel file to SharePoint Online as a scheduled task.

    1.Create a scheduled flow.

    1

    2.Add actions as following pictures show.

    2

    References:

    https://bhavinsharepoint.wordpress.com/2021/08/01/copy-files-from-your-windows-pc-network-drive-to-sharepoint-using-microsoft-power-automate/

    https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install

    Note: Microsoft is providing this information as a convenience to you. The sites are not controlled by Microsoft. Microsoft cannot make any representations regarding the quality, safety, or suitability of any software or information found there. Please make sure that you completely understand the risk before retrieving any suggestions from the above link.

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    1 person found this answer helpful.
  2. Robert Finkley 80 Reputation points
    2023-05-17T12:30:25.9333333+00:00

    One way is to use Power Automate Desktop to move the file over to a synced directory for the SharePoint document library you want to copy it to. You can run it on a schedule by creating a scheduled Power Automate cloud flow which can trigger your desktop flow.

    A few things to note:

    1. The Power Automate Desktop automation will control your machine for the time it takes to complete the process
    2. The cloud flow would need to be scheduled to run after the SQL agent job is completed, which means the SQL agent job needs to be running at a scheduled interval

    You could also use a scheduled PowerShell script to move the file.

    The Power Automate Desktop solution requires no coding experience but will not be a background automation. The PowerShell script would require knowledge of the PowerShell scripting language but could be a background process.

    Hope this helps point you in the right direction!

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