How to enable permissions to import local excel to dataverse with trial account

Question

I have a 30day dev environment to follow along with self-paced Power Platform training. I'm trying to import a local excel file into a dataverse table but it says that I don't have the proper permissions to complete the task with OneDrive. I'm trying to enable OneDrive for Business but it says I need to create a sharepoint site first. When I go to office.com, I don't see sharepoint as one of the available apps. How can I enable the correct permissions to import excel files?

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Answer 1

Hi Mike G,

Thank you for reaching out to us on Microsoft Q&A forum. 

Enabling permissions to import local Excel files into Dataverse using a trial account involves setting up the right environment and assigning appropriate roles. Here's a step-by-step guide:

1. Set Up Your Dataverse Environment

• Ensure your trial account is set up with access to the Dataverse environment.
• If you don't have a Dataverse environment, create one by navigating to the Power Platform Admin Center and setting up a new environment.

2. Assign Necessary Roles

System Administrator Role: This role has all the necessary permissions, including importing data. Ensure your user account has this role assigned.

• Go to the Power Platform Admin Center.
  • Select Environments and choose your environment.
    • Under Security, select Users + permissions.
      • Click on Users and find your user account.
        • Ensure that your account has the System Administrator role. If not, assign it.
        Data Importer Role: This role is specific to data operations like importing Excel files.

        - Follow the same steps as above but assign the **Data Importer** role to your user account.
        

3. Prepare Your Excel File

• Ensure your Excel file is formatted correctly. The first row should contain column headers that match the field names in your Dataverse table.

4. Import the Excel File into Dataverse

• Go to Make.PowerApps.com.
• Select the Dataverse tab and then Tables.
• Choose the table you want to import data into, or create a new one.
• Click on the Data tab within the table and select Get Data.
• Choose Excel and follow the prompts to upload your file.
• Map the Excel columns to the appropriate fields in Dataverse.

5. Complete the Import Process

• Review the mappings and ensure they are correct.
• Start the import and monitor its progress in the Data Import section.

Troubleshooting

• Permission Errors: If you encounter permission errors, double-check that your account has the correct roles assigned.
• Excel Formatting: Ensure your Excel file is properly formatted, as improper formatting can cause issues during import.

If you follow these steps and still face issues, please let me know the specific error or problem you're encountering, and I can assist further.

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