How to transfer data from one jotform to another?

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    PPTS
    Asked on September 02, 2017 at 06:21 PM

    Is there a way to transfer data from one jotform submission to another jotform with the same fields? The original form we created the submission text is way too small for us to read when our patients fill out the form. I created a completely different but identical form that now displays the appropriate print size. I'd like to transfer our patients' data from the old form into the new form without having to copy and paste the information in each field. Is there a way to do this more easily?

    Thank you.

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    Jim_R
    Answered on September 02, 2017 at 06:50 PM

    You can do this by using the Import Data App.

    Complete guide: Import-App-Easily-Import-Your-Excel-or-CSV-Data-into-JotForm

    The guide above will walk you through the important steps that you need to strictly follow when using this app. Your workflow would be to export your old form's Submission Data to CSV > then import it to your new form using the app.

    Related guide: How-to-Download-Form-Submissions-as-Excel-CSV-PDF 

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    PPTS
    Answered on September 03, 2017 at 02:36 PM

    Thank you. The instructions are very confusing to me and I'm not quite understanding from the guide what information needs to be edited before clicking on the import button. I'm also unclear what file I'm importing the information into. I didn't see how to transfer the data into the new form. When I followed the directions I get the following error messages: Please provide more clear instructions. Thank you.

    Errors
    Error: Unrecognised Field "Submission Date". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Date". Please check the template. The top row must match the template.
    Error: Unrecognised Field "First Name". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Last Name". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Date of Birth". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Gender". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Parent/Legal Guardian (First Name)". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Parent/Legal Guardian (Last Name)". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Please describe your pregnancy and child's birth history.". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Describe your child's temperament as an infant (check all that apply)". Please check the template. The top row must match the template.
    Error: Unrecognised Field "List any medications your child is taking:". Please check the template. The top row must match the template.
    Error: Unrecognised Field "List any allergies your child has:". Please check the template. The top row must match the template.
    Error: Unrecognised Field "List any past surgeries and/or hospitalizations with dates:". Please check the template. The top row must match the template.
    Error: Unrecognised Field "List all medical conditions your child has (or were told they have):". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Has your child's vision been tested/screened?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "If yes, what were the results?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Has your child's hearing been tested/screened? If yes, what were the results?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "If yes, what were the results?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Please describe your child's developmental history.". Please check the template. The top row must match the template.
    Error: Unrecognised Field "What concerns do you have about your child that you are seeking an evaluation/services?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "When did you first start noticing the concerns mentioned above?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "List ONE ACTIVITY your child is unable to do, that you absolutely want him/her to be able to do:". Please check the template. The top row must match the template.
    Error: Unrecognised Field "In your understanding, what do you think will make your child function better?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "How optimistic are you that your child will make progress?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "What are some potential obstacles to your child making progress?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Has your child received therapy services in the past? If yes, describe.". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Over the next 30-days, how many hours per week will you commit to helping your child make progress towards his/her goals?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "What are you expecting your child to gain from therapy?". Please check the template. The top row must match the template.
    Error: Unrecognised Field "Signature". Please check the template. The top row must match the template.
  • Profile Image
    Nik_C
    Answered on September 03, 2017 at 02:49 PM

    If you're importing CSV file format of submissions through import app, the titles in CSV file need to match the titles that are suggested in Import application. So, for example, the Import app suggestion for titles is:

    And that should match all titles in your exported submissions CSV file:

    You should match all the titles in the CSV file.

    If you have any further questions please let us know.

    Thank you!

  • Profile Image
    PPTS
    Answered on September 03, 2017 at 07:24 PM

    Thank you. I was able to import the data. However, it only created more submissions on the original form and not into the new form. Need help transferring the data from the old form into the new form so that the submissions are now on the new form.

    Thank you.

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    jonathan
    Answered on September 03, 2017 at 07:37 PM

    However, it only created more submissions on the original form and not into the new form

    When using the Import Data app, you will be ask via the Form Picker which of your form you want to import the data to.

    Select your new form in the Form Picker screen.

    If it is empty, the imported data will be added to the form. If there is existing data, the data will be appended to the last entry of data existing in the new form.

     

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    PPTS
    Answered on September 03, 2017 at 09:08 PM

    Thanks. That helped. There are two fields that didn't show up in the CSV file and therefore the data for those fields are not transferring to the new form. One field is a rating scale and the other field is a signature. Is there a way to get these two fields of data transferred to the new form as well?

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    Chriistian
    Answered on September 04, 2017 at 03:39 AM

    I cloned your 2 forms on my account to check the Import App. Please allow me some time to further investigate and I'll get back to you asap once I've found results.

     

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    Chriistian
    Answered on September 04, 2017 at 05:57 AM

    As per further checking, Signature field isn't supported yet by the Import App. An alternative way for this is to, import signature image URL's into a text box field.