How to integrate with Google Spreadsheet?

  • muralivaratharajan
    Asked on March 22, 2024 at 2:39 AM

    Hi there

    We want to

    use the form to collect information of availability of pl
    ayers each week for a particular sport. I have created a simple form - that captures name, availability, comment.

    Our specific requirements are

    Is it possible to use a spreadsheet to prepopulate the "Name" field in the form, and use the mobile number in the spreadsheet to send a link to that person

    Is it possible to get only one response for each person - that is if the same person fills the form twice then the latest data is kept, overwriting any previous answers

    Look forward to your response?

  • Israel JotForm Support
    Replied on March 22, 2024 at 3:03 AM

    Hi Murali,

    Thanks for reaching out to Jotform Support. This is possible by integrating your form with the Google Spreadsheet integration. Let me show you how:

    • In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
    • Click on Integrations on the left side of the screen.
    • Select the Google Sheets Integration.
    • Now, select or connect your Google account.

    How to integrate with Google Spreadsheet? Image 1 Screenshot 30 You can then choose to create a new spreadsheet for your form, or use an existing spreadsheet. To use an existing spreadsheet, follow the steps below:

    1. Click to Use an Existing Spreadsheet.
    2. Select your Google Spreadsheet and your form fields.
    3. Now, click on Save, and you're done.

    How to integrate with Google Spreadsheet? Image 2 Screenshot 41

    We also have a guide about Google Sheets Integration that you can check out. Also, once the form is integrated with Google Spreadsheet, you can share the link to your Google Spreadsheet with the other users. As for your other question, I've moved that to a new thread. You can check that out here.

    Let us know if you need any more help.

  • muralivaratharajan
    Replied on March 22, 2024 at 4:33 AM

    Hi Israel

    Thank you for that. I tried the integration, and it works - but not as I wanted it.

    The integration you have given is fantastic, and allows the data to be populated into the given spreadsheet.

    What I was after is

    • create a spreadsheet with all our members - their names, email and phone numbers
    • is there a way to send an email using the email in the spreadsheet for a link to the form, We could achieve this through mailmerge or macros in Excel spreadsheet; but I was wondering if there is a way to do this in jotform
    • if there a way to embed the name of the person in the URL, so that the field "Name" is automatically populated and read-only - so the user cannot change it

    Sorry for the confusion with the question.

    regards

    Murali




  • Jason JotForm Support
    Replied on March 22, 2024 at 5:07 AM

    Hi Murali,

    Thanks for getting back to us. The workaround you want is achievable through the Google Sheet integration. If you'd like to get the data specifically, like the Names, Email, and Phone numbers of your members, you need to make sure that you have available details through your form fields. As you go along with the integration, you need to manually map your desired field to sync in with your Google Sheet, so you can get the information that you want to achieve with your integration.

    I created my demo form with the integrated Google Sheet, so you can see how the mapping should look depending on what you want you're trying to achieve. Please see my screenshot below:

    How to integrate with Google Spreadsheet? Image 1 Screenshot 30

    I made a test submission and here's how it looks on my integrated Google Sheets:

    How to integrate with Google Spreadsheet? Image 2 Screenshot 41

    As for your second question, we also have a guide online where you can integrate your form into Microsoft Excel through Zapier medium. Using Zapier’s ready-made Jotform and Excel integration, you can collect data through your online forms and send them to Excel automatically.

    I moved your other question to a new thread and helped you with that here.

    Let us know if you need any other help.

  • muralivaratharajan
    Replied on March 22, 2024 at 5:25 AM

    Thank you Israel

    I think I am not using the right expressions.

    What you have shown is the responses coming back into a spreadsheet. What I want is to use a spreadsheet/google sheet to send the form links out. I had a quick look at Zapier, that may be able to do that automation, as well as other products.

    Regards

  • Kenneth JotForm Support
    Replied on March 22, 2024 at 5:46 AM

    Hi Murali,

    Thank you for elaborating on your requirements. Just a few more clarifications, do you plan to send email notifications in bulk? If so, then please note that only one email notification and one email recipient is allowed for free users, kindly check this guide on to send email notifications to multiple recipients.

    Also, if you have a spreadsheet file and want to pull data from it, such names, numbers, emails, etc., then it is possible to use our Spreadsheet to form a widget, so kindly check this guide on how you can implement it, and let us know if it fits your requirements.

    Otherwise, you can use third-party email service providers, like MailChimp, to send mass emails.

    Once we hear back from you, we'll have additional information that'll help us better assist you.