How can I import information from a spreadsheet?

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    NancyCalkin
    Asked on October 04, 2017 at 09:27 AM

    I want to be able to enter some basic information......   names addresses etc and have them auto populate a suite of forms all regarding one person....  name, doctor, birthdate etc...


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    Kevin_G
    Answered on October 04, 2017 at 11:15 AM

    As I can understand, you want to have some data to pre-populate your form. Please note that this can be done, but importing the data from a spreadsheet. 

    Please try with the Spreadsheet to form widget: https://widgets.jotform.com/widget/spreadsheet_to_form 

    This guide will help you adding the widget to your form: https://www.jotform.com/help/252-How-to-Add-a-Widget-to-your-Form 

    This guide will help you using the widget: https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget 

    If you're referring to something else, please let us know so we can further assist you. 

    Looking forward to your response. 

  • Profile Image
    NancyCalkin
    Answered on October 05, 2017 at 12:43 AM
    I really want to be able to use this widget, but I am doing something wrong. I just don’t get it…
    Nancy
    ...
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    Nik_C
    Answered on October 05, 2017 at 04:12 AM

    The best way to use is to follow this guide: https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget

    You have to have an Excel sheet that will have the same fields like in your form. Also, the widget will work only with these fields:

    So address field will not work.

    What are the fields you want to prefill from the Excel sheet? And I assume you're working on this form: http://www.jotform.us/form/72648447984171?

    We'll wait for your response.

    Thank you!

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    NancyCalkin
    Answered on October 05, 2017 at 08:26 AM
    I know the address field is there now. But mostly i was using short texts. Is the field name the question?
    -Nancy
    ...
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    Kevin_G
    Answered on October 05, 2017 at 09:33 AM

    Did the widget work for you? 

    Also may you confirm that this is the  form you're working on -http://www.jotform.us/form/72648447984171? 

    If possible, you may share us the spreadsheet you're trying to import to your form, we will be glad to check it and help you importing it to the form. 

    You may send it to noreply@jotform.com, please include this thread number (1264599) in the subject.