I've got quite a random question here - but trying to solve a business problem.

We have a legacy CRM which allows us to export data at regular intervals, but the data is delivered via email and attached as a .csv.

I'm trying to figure out a way to achieve the following:

  1. Scheduled export begins, email with attachment arrives at designated email address;
  2. The csv file is appended to a database of some kind (with bonus points if we can apply rules at this step e.g. IF subject CONTAINS "tasks" THEN ...);
  3. PowerBI can then connect to said database for reporting

To give you an idea of how it is currently done:

  1. Email arrives at a designated address;
  2. Microsoft Flow stores the CSV file into a Sharepoint folder (along with all the other previously obtained files);
  3. PowerBI uses the folder as a data source and has rules built in to append the files etc.

Any help would be much appreciated!


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