Import external spreadsheet and use that as the form's main table

  • haldialafs
    Perguntado em 14 de agosto de 2023 às 11:47

    Boa tarde,

    Quero importar uma planilha do externa minha para o jotform, e substituir a tabela do meu formulário por esta planilha em excel.

    Meu formulário contém dois campos, nome e telefone.


    Eu baixei a tabela e preenchi ela no excel, agora quero importar ela de volta para o jotform e deixar ela como tabela principal do meu formulário.


    podem me ajudar?

  • Gilbert Jotform Support
    Respondido em 14 de agosto de 2023 às 14:04

    Hi Haldialaf,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese 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 Portuguese, 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. Unfortunately, you cannot import a spreadsheet to an already existing form and use that as the main table. When you create a form, there's already a table assigned to it where all the submission data will be stored and saved. You can add a new tab on the Tables page and import the data there but you cannot set it as the main table.

    Import external spreadsheet and use that as the forms main table Image 1 Screenshot 20

    Or, you can just add those entries in the spreadsheet to the main table of the form. You can follow the steps below on how you can do this:

    1. Open Import Data and select Import Submissions Now at the bottom.

    The Import Submission Now button in Jotform Import Data Screenshot 31

    2. In the authorization dialog, select Allow.

    The Allow button in Jotform Import Data's authorization dialog Screenshot 42

    3. In the Form Picker dialog, choose a form, then select Continue.

    The Jotform Import Data's Form Picker dialog Screenshot 53

    4. Now, apply the template format from the import tool to your Excel or CSV file.

    The Jotform Import Data's template format guide Screenshot 64

    See CSV and XLS Template Format for more information.

    5. Once your file is ready, click Select Source File at the bottom and upload your XLS or CSV file.

    6. Finally, select Import.

    Steps to upload the source file in Jotform Import Data Screenshot 75

    Wait for the import to finish and if all goes well, you should see the results at the bottom of the page.

    The results section after importing data with Jotform Import Data Screenshot 86

    The imported entries should now appear in your Jotform Tables.

    CSV and XLS Template Format

    The template produced by the import tool will tell you what the Excel or CSV file’s format should be so that the imported data is handled properly for you.

    We suggest reading all of them carefully before going to the actual import. This is to ensure that all data goes to the right place. It’s pretty easy, all you have to do is change your Excel or CSV file’s headings and lines to match the template’s format.

    For example, here’s the data in the original Excel file.

    An example of an Excel data file Screenshot 97

    Here’s the import template format from Import Data:

    An import template format example Screenshot 108

    For the import to work, the original Excel or CSV file needs to match the import template’s column headings and data format:

    An import ready Excel file sample for Jotform Import Data Screenshot 119

    For your form elements with multiple fields like Full Name and Address, you need to combine the data into one column.

    Let us know if you have any other questions.

  • haldialafs
    Respondido em 14 de agosto de 2023 às 14:48

    Prezado,


    Na tabela do jotform, tem como adicionar muitas linhas ao mesmo tempo?

  • Gilbert Jotform Support
    Respondido em 14 de agosto de 2023 às 15:03

    Hi Haldialaf,

    Unfortunately, there's no option yet to add multiple rows in the table at once. You'll need to manually create new rows one by one by clicking the +Add option on the last row.

    Import external spreadsheet and use that as the forms main table Image 1 Screenshot 20

    Let us know if you have any other questions.