How can I import bulk questions?

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    garrett4000
    Asked on January 17, 2019 at 11:34 AM

    All I need to do is figure out how to take many questions from a Word document (I can transfer to a CSV or XLS excel file) but the format of the bulk import looks like it's for data. How do I import many questions? Here are three screenshots of where I'm confused.


    Screenshot
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    BDAVID
    Answered on January 17, 2019 at 12:35 PM

    UPDATE (March 18, 2019): Direct integration with HubSpot is available now.

    1. Open the Form Builder

    2. Find the HubSpot CRM integration under the Settings

    3. Connect your Jotform and HubSpot CRM accounts simply by logging into HubSpot.

    4. Merge the form fields to match what shows up in your HubSpot account.

    Now the online forms will deliver contacts and leads directly into your HubSpot CRM account. Additionally, you can look at this guide to learn how to integrate Jotform with HubSpot CRM: https://www.jotform.com/help/551-How-to-Integrate-JotForm-with-Hubspot-CRM


    Importing submission data to a form is possible from an Excel or CSV file. Please check this guide: https://www.jotform.com/help/308-Import-App-Easily-Import-Your-Excel-or-CSV-Data-into-JotForm 

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    garrett4000
    Answered on January 17, 2019 at 05:41 PM

    Yeah but how do I import those questions directly? The link you provided tells us how to import specific data based on field properties with the code in it. Can you provide an example of what importing questions would look like? How do you determine what the type of box would look like?


    I guess I don't find the directions on that page clear. HubSpot has a simple process and directions for bulk uploading is a great example.

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    garrett4000
    Answered on January 17, 2019 at 06:28 PM

    I typed all of my questions out, horizontally in an Excel file. Just as the instructions require. Here is what it said after I tried exactly as the directions as laid out.


    Results

    0 Submissions Created.
    115 Fields per Submission.
  • Profile Image
    BDAVID
    Answered on January 17, 2019 at 09:28 PM

    It seems like you are trying to import a form from an Excel or Docx file, please note that it is not possible. You need to build the form through the editor: https://www.jotform.com/help/2-How-to-Create-Your-First-Web-Form 

    The previous guide is just to import data into an already created JotForm.

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    Tony
    Answered on March 20, 2019 at 08:08 AM

    UPDATE: Direct integration with HubSpot is available now.

    1. Open the Form Builder

    2. Find the HubSpot CRM integration under the Settings

    3. Connect your Jotform and HubSpot CRM accounts simply by logging into HubSpot.

    4. Merge the form fields to match what shows up in your HubSpot account.

    Now the online forms will deliver contacts and leads directly into your HubSpot CRM account. Additionally, you can look at this guide to learn how to integrate Jotform with HubSpot CRM: https://www.jotform.com/help/551-How-to-Integrate-JotForm-with-Hubspot-CRM