How to send the submission data to a spreadsheet?

  • daviddoornbos
    Asked on June 14, 2024 at 11:25 AM

    i would like my form to record entries received into a spreadsheet (like google forms)

    in addition to send both parties a pdf summary, is that possible?
  • Gian_D JotForm Support
    Replied on June 14, 2024 at 11:38 AM

    Hi David,

    Thanks for reaching out to Jotform Support. Yes, you can integrate your form into Google Sheets, or Microsoft Excel to automatically add the submitted data to your spreadsheet. Let me show you how to do it:

    1. In Form Builder, click on Settings in the orange navigation bar at the top of the screen, and in the menu that opens on the left side of the page, click on Integrations.
    2. Search for Google Sheets, or Microsoft Excel.
    3. Click on Google Sheets, or Microsoft Excel.

    How to send the submission data to a spreadsheet? Image 1 Screenshot 50

    In this case, I chose Google Sheets.

    4. Authenticate your Google Sheets account.

    How to send the submission data to a spreadsheet? Image 2 Screenshot 61

    5. Choose if you want to Create a New Spreadsheet, or Use an Existing Spreadsheet.
    6. Enter your Spreadsheet Name, and Worksheet Name.
    7. Select the fields you want to send to your Google Sheets.
    8. Tick the checkbox for Send Existing Submissions to the Sheet if you want to send the existing submissions on your submission table to your Google Sheets.
    9. Click on Save.

    How to send the submission data to a spreadsheet? Image 3 Screenshot 72

    10. Click on Finish.

    How to send the submission data to a spreadsheet? Image 4 Screenshot 83

    As for your other question, I've moved that to a new thread. You can check that out here.

    Let us know if there’s anything else we can help you with.

 
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