How to integrate Jotform with Excel?

  • fmajus
    Domanda del 5 marzo 2024 alle ore 12:07

    Buongiorno,


    come posso fare per trasferire automaticamente e ogni volta che vengono acquisiti i dati da un modulo ad un foglio execl o simile?


    GrazieHow to integrate Jotform with Excel? Image 1 Screenshot 20

  • Mary Jotform Support
    Risposta del 5 marzo 2024 alle ore 12:18

    Hi fmajus,

    Thanks for reaching out to Jotform Support. Unfortunately, our Italian 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 Italian, 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. Submissions are automatically saved in the Tables in which you may download into a PDF, Excel or CSV format. Let me show you how:

    • On your My Tables page, next to the form with the submissions you want to see, click on View Table.

    How to integrate Jotform with Excel? Image 1 Screenshot 30

    • Hover your mouse over the Download All button on the right side of the page. 
    • Now, choose CSV, Excel, or PDF format and download your data.

    How to integrate Jotform with Excel? Image 2 Screenshot 41

    We don't have a direct integration with Microsoft Excel, but you can do so by using Zapier. This will sync submissions from your form to Excel. Let me show you how:

    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 Integrations.
    3. Enter Excel in the Search bar.
    4. Now, click on Excel and then on the Connect Zapier button.
    5. Click on Authorize.
    6. Next, choose the Zapier you want to use. That will open the Configure Your Zap window.1650519149 6260ec6d536b4 zapierexcel Screenshot 52

    After signing in to your Microsoft account, complete each step on your Zap and follow the Zapier directions. That’s it. 

    Reach out again if you need any other help.