Evaluating Providers Functionality Question

  • Profile Image
    hlevy
    Asked on March 01, 2017 at 02:48 PM

    Hello:

    We are trying to collect data from approximately 300 customers by placing a web form on our website and directing customers to the site, to enter their data. 

    1) Can the information then be imported automatically into our team's management software?

    2) Is there a secure platform in Formsite where our customers credit card data can live if they enter it through the web form? We really just need the credit card info to go from the web form into the secure management software and not sit on a non PCI compliant spreadsheet in the middle. 

    Thank you,

    Harold 

  • Profile Image
    Nik_C
    Answered on March 01, 2017 at 04:50 PM

    Hello Harold,

    1) Depends on which management software and how do you import the data there, for example, if you import Excel, CSV then yes, but please let us know.

    2) According to our Terms of use, you can only collect credit card information by using the Payment integrations that we have, you can check them all here: https://www.jotform.com/help/323-Mastering-Payment-Form-Integrations-with-JotForm

    If you have any additional questions please let us know.

    Thank you!