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BeyondBodyAsked on December 29, 2020 at 1:03 AM
We have indemnity forms which the customer fills in at first.
We are also using Omni Accounts as our Accounting software.
The goal is: to take the customer information from the indemnity form submission,
and have it automatically input the data as a customer account to the Firebird SQL database...
Can JotForm do this?
Alternatively, If there is any way to automatically generate & save/mail a .csv file from the form submission? (Omni is capable of automatic import of .csv files)
PLEASE HELP
https://studio57online.co.za/bbmindemnity/
https://www.omniaccounts.co.za/
Thanks
-Rick
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Patrick_RReplied on December 29, 2020 at 1:37 AM
Hello Rick! Please find answers to your queries below:
- The goal is: to take the customer information from the indemnity form submission, and have it automatically input the data as a customer account to the Firebird SQL database... Can JotForm do this?
With JotForm, you can collect the submission data as a POST request on your web scripts like PHP; you'll then need to write your own code to insert that data into your database.
Here is a guide that explains this process in detail: how-to-send-submissions-to-your-mysql-database-using-php
- Alternatively, If there is any way to automatically generate & save/mail a .csv file from the form submission? (Omni is capable of automatic import of .csv files)
On every form submission; submitted data is emailed; but this is not in CSV format. This is in HTML/Text format. You can read about it here: explanation-of-email-notification-and-autoresponder-settings
CSV submission data is available as CSV report. This is a real-time report and is updated as soon as a submission is received. This guide describes how you can create a CSV report: how-to-create-a-csv-report
Please note that this CSV report will consist of all submissions.
I hope this information helps. If you have any questions; let us know.
Thank you!