Import an Excel Spreadsheet into a Jotform?

  • InfoSA12
    Asked on March 26, 2024 at 6:27 PM

    The reason I require this instead of starting from scratch is because I have created a sheet that has dynamic data validation to ensure customers order parts that are compatible. This can't be done in jotform, or can it?

  • Mary JotForm Support
    Replied on March 26, 2024 at 7:17 PM

    Hi InfoSA12,

    Thanks for reaching out to Jotform Support. Are you trying to import an Excel Spreadsheet to your form and use the data to populate form fields? If yes, we have a Spreadsheet to form widget that you can use to import your data, but it won't populate the Product List field. Let me show you how to use it:

    • Create a spreadsheet that includes your data in the structure you see below. It's important that the column names in the spreadsheet and field names on the form are the same.

    1643012753 61ee6291bccef  Screenshot 40

    • In Form Builder, click on the Add Form Element menu on the left side of the page.
    • Under the Widgets tab, search for the Spreadsheet to Form widget and add it to your form.

    Import an Excel Spreadsheet into a Jotform? Image 1 Screenshot 51

    • In the Widget Settings window that opens up, upload your data file and customize the other options. 
    • Then, click on Update Widget.

    Import an Excel Spreadsheet into a Jotform? Image 2 Screenshot 62

    • In the final stage, add the fields to view values and name them the same as on the spreadsheet.

    Import an Excel Spreadsheet into a Jotform? Image 3 Screenshot 73

    Let us know if this works for you.