Dataverse

Microsoft Dataverse (Dynamics 365) integration for importing building and project data from the Microsoft ecosystem into Renewa One.

Architecture

ComponentPath
API Clientbackend/src/lib/dataverse-client.ts
Import trackingdataverseImports table
Seed importbackend/src/db/seeds/scripts/jira-import.ts

Purpose

Dataverse serves as a data import source for organizations that manage building portfolios in Microsoft Dynamics 365. The integration pulls building records, project metadata, and related entities into Renewa One’s native data model.

Import Flow

  1. Admin triggers import from the Admin Dashboard
  2. Client authenticates with Dataverse via OAuth
  3. Queries Dataverse entities (buildings, projects, contacts)
  4. Maps Dataverse fields to Renewa One schema
  5. Creates or updates Buildings, Projects, Contacts records
  6. Logs import results in dataverseImports table

Database

TablePurpose
dataverseImportsTracks import history (timestamp, status, record counts, errors)

Data Mapping

The client maps Dataverse entity fields to Renewa One entities:

Dataverse EntityRenewa One Entity
Building recordsBuildings
Project recordsProjects
Contact recordsContacts
Organization recordsCompanies

Legacy: JIRA Import

A seed script backend/src/db/seeds/scripts/jira-import.ts handles historical data import from JIRA, using similar patterns to the Dataverse import. See Database Seeding.