Skip to main content

Connecting to Dataverse


Dataverse is an easy to use, easy to manage, compliant, secure, scalable, and globally available SaaS data service that stores your data within a set of tables. It helps you to acquire insights and motivate corporate action by enabling the use of any sort of data or app.


You will need the following details to configure and import data using Dataverse connector:

Import data using Dataverse connector

Follow the below steps to create a new dataflow for the Dataverse import connector:

  1. Go to Dataflow > Imports.
  2. Click New dataflow.

The Set dataflow name page appears.

Alt text

  1. Enter Dataflow name in the Name text area.
  2. Click Next.

The Choose connector page appears.

Alt text

To add Dataverse connector

  1. In the Choose connector page, select Dataverse connector.


You can use the Search feature too to find the connector. Also, the Dataverse connector can be found under Developer Tools and Sales categories.

Alt text

  1. Enter Display Name for your dataflow in the text area.
  2. Enter Description for your dataflow in the text area.
  3. Click Next.

The Connect to Dataverse page appears.

Alt text

To configure Dataverse

Follow the below steps to configure the connection to Dataverse:

  1. Enter the Service Uri details in the text area.
  2. Select an Authentication Type option from the drop-down list.
  3. Enter your Username and Password.
  4. Click Connect.

The Table Details columns appear.

Alt text

  1. Enter the Table Details to process the data.
PurposeOption to assign a purpose (Data or Metadata) for each table.
Loads customer data.
Loads Metadata.
File nameDisplays the name of the file that you imported.
Table nameDisplays the imported table name.
  1. Click Save.

Run, edit, and delete the imported data

Once you save the connector, the Dataverse connector gets displayed in the list of tables created in the Dataflow page.

Alt text

NameDisplays the name of the imported Dataflow.
TypeDisplays connector type symbol.
StatusIndicates whether the data is imported successfully.
Tables CountDisplays the number of tables.
Created DateDisplays date of creation.
Last refresh typeDisplays the refresh value. You can see the value is Full or Incremental after the last refresh of data.
Updated DateDisplays last modified date.
Last RefreshDisplays the latest refresh date. This date will get updated whenever you refresh the data.
Group byOption to view the items in a specific Group (For example, name, type, status).
  • Select the horizontal ellipsis in the Actions column and do the following:
If you want toThen
Modify the DataflowSelect Edit and modify the Dataflow. Click Save to apply your changes.
Execute the DataflowSelect Run.
Bring the data to its previous stateSelect Rollback.
Delete the DataflowSelect Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the DataflowSelect Run history.

Next step

After completing the data import, start the Master Data Management (MDM) - Stitch process to develop a unified view of your customers.