Free Plan: How to integrate Jotform with Excel?

Hi Turki,

Thank you for reaching out to Jotform Support. We currently don't have a direct integration with Excel. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform.

I've gone ahead and escalated a feature request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

For now, you may integrate your form with Excel via Zapier using a Free account or with a paid subscription. You can find more information here.

Reach out again if you need any more help.

Hi TAqarni,

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.