-
Villanueva_cvillanuevaFecha de consulta 12 de febrero de 2024, 14:28
Saludos,
Tengo una base de datos de clientes y quiere que cuando un cliente llene un formulario nuestro los campos se pre llenen con los datos que tengo en la base de datos de clientes.
Como puedo hacer eso?
-
Angeli Jotform SupportFecha de respuesta 12 de febrero de 2024, 16:38
Hi Cesar,
Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.
Now, let me help you with your question. You can prefill a form with the data from an Excel sheet by using our Spreadsheet to Form Widget. You can upload the spreadsheet in your form and populate the values in the form. Let me show you how to set that up:
- Create a spreadsheet that includes your data in the structure you see below. Please keep in mind that the column names in the spreadsheet and field names on the form should be the same.
- In Form Builder, click on the Add Form Element menu on the left side of the page.
- Under the Widgets tab, search for the Spreadsheet to Form widget and add it to your form.
- In the Widget Settings window that opens up, upload your data file and customize the other options.
- Then, click on Update Widget.
- In the final stage, add the fields to view values and name them the same as on the spreadsheet.
Give it a try and let us know if you need any help.