Excel Integration: Populate spreadsheet with form data using field codes

Hello,

We currently map form fields to a word document using the different field codes. Can you please advise when this function will be available for excel?

Hi Carrisa,

Thanks for reaching out to Jotform Support. Currently, the feature to map form fields directly to Excel like you do with Word documents is not available. However, you can use the Spreadsheet to Form widget to upload an Excel file and autofill form fields based on unique codes from your spreadsheet.

This widget allows you to pull data from an Excel sheet (XLS or XLSX) into your form fields automatically, which might serve a similar purpose depending on your needs.

Let me know if you'd like guidance on setting up this widget or have any other questions.

Give it a try and let us know how it goes.

Hi Carissa,

Currently, Jotform does not support mapping form fields directly to Excel files in the same way as with Word documents using field codes.

The Microsoft Excel integration with Jotform collects data through online forms and then sync these form submissions to Microsoft Excel automatically. You can easily Integrate Your Form With Excel Using Zapier. Let me show you how to do that:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

2. In the menu on the left side of the page, click on the Integrations tab.

3. Then, search for Excel and click on it.

4. Now, click on Connect to Zapier, and in the window that opens, log in to your Zapier Account and click on Continue.

5. On the next page, click on Authorize.

6. Select the Zapier Template you want to use and click Use This Zap. That’ll open the Configure Your Zap window, where you can set up and configure your Zap.

You can check out our guide on How to Use Zapier with Jotform for more information.

While the feature you're looking for isn't available at Jotform right now, we've gone ahead and escalated your request to our developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

Thanks for your patience and understanding, we appreciate it.



Hi John,

So it can be done but only through an integration via Zapier?

Hi Carrisa,

Yes, that's correct. While Jotform currently does not support direct mapping of form fields to Excel using field codes like with Word documents, you can achieve this through integration with Zapier. This integration allows your form submissions to be automatically sent to an Excel spreadsheet, effectively populating your Excel file with form data.

Give it a try and let us know how it goes.

Hi NorthsideShutters,

We're happy to announce that Jotform's Microsoft Excel integration is now live! With this integration, you can send your form submissions directly into an Excel file in real time. You can choose to create a new worksheet, add rows to an existing table, or create a new table within an existing worksheet. Connecting your form to Microsoft Excel is really easy. Let me walk you through it:

1. In Form Builder, click on Settings at the top.

2. Click on Settings in the orange navigation bar at the top of the page.

3. Search for Microsoft Excel and click on it.

4. Next, under the Choose an Action section, select what you want to do and click on Next:

• Add Row to New Worksheet
• Add Row to Existing Table
• Create Table and Add Submissions

5. Now, click on Authenticate and log in to your Microsoft account.

Now, let's continue with selected action. In this demo, I'll show adding a row to new worksheet. The Add Row to New Worksheet option sends your form submissions to a newly created table in your Excel account. If you want to create a fresh Excel file dedicated to your form submissions, this option is ideal. Setting up is really easy. Here's how:

1. After authenticating your account, set up these sections:

• Excel File Location: Choose the folder where the new Excel file will be created and stored when submissions begin to arrive.
• Workbook Name: Enter the name of the Excel file that will be created after your form receives its first submission.
• Worksheet Name: Enter the name of the worksheet where your form submissions will be recorded.

2. Then, scroll down and continue to set up other options:

• Columns: Choose the form fields that will be added as columns in your Excel worksheet.
• Static Fields: Decide whether to include system fields, such as Submission Date, as columns. By default, the submission ID is included.
• Send Existing Submissions to the Worksheet: Select whether to include your existing form submissions in the newly generated worksheet.

3. Once all settings are configured, click on Save.

You can also check out our guide about How to Integrate Your Form With Microsoft Excel for more information.

Let us know if you need any other help.