SharePoint Integration: Automatically Add Form Submissions to Excel Spreadsheet

How can I have submissions automatically be added to an excel spreadsheet in sharepoint?

Hi eahring,

Thanks for reaching out to Jotform Support. You can do this by integrating your form with Microsoft Excel (for the spreadsheet) and/or directly with SharePoint (for lists and document libraries). You can also check this blog Announcing Microsoft Excel & Sharepoint integrations. In addition, here's how to integrate your form with Microsoft Sharepoint:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
2. Click on Integrations on the left side of the screen.
3. Select the Microsoft SharePoint Integration.
4. Next, select what you want to do in the Choose an Action section.

To check the full details, you can also check out this guide, How to Integrate Your Form with SharePoint, for more information.

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

Can I integrate an excel spreadsheet that is stored in Sharepoint or should I just integrate sharepoint?

Hi eahring,

The Excel integration currently works with personal OneDrive workbooks only, so Excel files stored in SharePoint shared folders aren’t supported. If you want submissions to flow into SharePoint, the best option is to use the SharePoint integration to send form data into a SharePoint list or document library.

Another option is to move the Excel file into your OneDrive account and connect it through the Excel integration. This way, submissions can still be captured automatically, either in SharePoint lists or in an Excel file managed in OneDrive. 

Reach out again if there’s anything else we can help you with.

So If i have an excel spreadsheet stored in SharePoint, it will not be automatically updated unless it is saved to my personal one Drive? Can the updates still be viewed from Sharepoint?

Hi eahring,

The Excel integration sends submissions into an online Excel workbook that you select during setup. In that step, you choose the workbook from your Microsoft account (the same account that also has access to your SharePoint sites and document libraries). That means if you select an Excel file that lives in a SharePoint document library when configuring the Excel integration, new submissions will be written directly into that file.

And if you choose to create a new workbook and you pick a folder that belongs to a SharePoint site, the new Excel file will be created there and updated there going forward.

Let us know if you have any other questions.