Sharing my Power Automate Flow: Save Education Management Advanced List as CSV

Summary
This flow pulls an Advanced List from Education Management, dynamically reads the header rows and data, and creates a CSV file containing all of the data.

Required Connections
Google Drive (this connection can be replaced with any other connection that includes a Create File action, such as: SFTP-SSH, OneDrive, or SharePoint)
Education Management

Suggested Skill Level
Beginner

Configuration Needs
1. Update the Recurrence trigger to match the frequency you need the file to be created. It is currently set to Daily at 2 AM.

2. Update the Initialize Variable list ID action with the ID of your Advanced List.

3. Update the Initialize Variable file name action with the file name for the .csv file.

Note: If you want the file name to include a date/time stamp, you can include an expression as part of the file name.

  • To include only a date stamp add the expression formatDateTime(utcNow(),'yyyyMMdd')
  • To include the full date/time stamp add the expression utcNow()

SaveEducationManagementAdvancedListasCSV_20240521175041.zip

Comments

  • Do you you use Desktop power automate or cloud? can I follow any link to help me understand how to configure everything properly? Thank you.

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    this is power automate cloud flow, not desktop

  • Ashley Moose
    Ashley Moose Blackbaud Employee
    Eighth Anniversary Kudos 5 First Reply Name Dropper

    Hi @Giovanni Franco - Take a look here for information on how to import the flow. Then the instructions on this page should guide you through what is needed after importing.

  • Great. thank you for your help. I will take a look.

Categories