How to alloow investors to update their information from the exported excel file?

Can I use JotForm to send something out to hundreds of our investors to confirm or update their account information? We have all of their information exported to an excel file. Can we create a form that somehow pulls up their individual information that they can either confirm or edit? I've see the widget for spreadsheet to form, but I'm not sure how we set it up so the form automatically pulls up their account. The end goal is to hopefully gather all the updated information and export it back to excel to import into our CRM. Thanks

Hi Mike,

Thanks for reaching out to Jotform Support. This is possible by using the Spreadsheet to Form widget. This widget allows you to upload an external spreadsheet to your form and use the values on the spreadsheet to prepopulate your form. Values are automatically populated when the column headings match your form field labels. 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.

• 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.

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

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

You might also want to check this guide How to Use the Spreadsheet to Form Widget for more information.

Give it a try and let us know if you need any help.

Will the investor have to type in his "unique ID" to pull up his/her information, or could the unique ID be their email address or something to automatically pull in their information? thanks

Hi Mike,

Thanks for getting back to us. Yes, you can set the Email address as the Access Code to pull up the user's data. Let me show you how:

1. In Form Builder, click on the Spreadsheet to Form Widget, and click on the Wand icon.
2. Then, upload your CSV or Excel file, and select Email as the Access Code.
3. Finally, click on the Update Widget button.

Check out this screencast below for the result:

Reach out again if you have any other questions.