How can I transfer submission data from one form to another?

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    Eazy_Testing
    Asked on December 03, 2020 at 01:41 PM
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    Katherine_W
    Answered on December 03, 2020 at 04:31 PM

    Hi there,

    Happy to help!

    I'm afraid that I'm not fully understanding your question: are you wanting to transfer information from an existing form to another in your account? What information are you wanting to transfer?

    If you could please provide us with more information in regards to your specific use case, it will better help us to investigate a solution for you.

    We await your response.

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    Eazy_Testing
    Answered on December 03, 2020 at 05:11 PM
    Currently we made a form for our patients to fill out. we want the data collected (name, email, address and type of test) to auto populate in a HCFA-1500 form that you guys have on your website. How can we make that happen.
    Kindest Regards,
    Eazy Testing Inc.
    11100 W. Olympic Blvd
    Los Angeles, 90064
    P: (310) 955-4202
    Eazytesting.com
    @Eazy_testing
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    Katherine_W
    Answered on December 03, 2020 at 07:32 PM

    Hi there,

    Thank you for the information!

    When you mention the HCFA-1500 form, are you speaking of one of our form templates from this page: https://www.jotform.com/form-templates/search/health%20insurance?

    If so, I assume that you're wanting to move the submission data from the form that you already have and create an HCFA-1500 form using one of our templates. I'm afraid that it is not possible to move the submission data, however, it is possible to copy the data from one form to another.

    The process involves downloading the submission data from the source form into an Excel/CSV file first.

    How-to-Partially-Download-Form-Submissions-as-Excel-CSV-PDF

    Then, import the data to the target form using the Import App.

    Import-App-Easily-Import-Your-Excel-or-CSV-Data-into-JotForm

    I hope this helps! Please let us know if we can assist further.