Exporting data to an existing Excel template

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    Regan Brown 
    Asked on February 25, 2021 at 11:05 AM

    When a form is filled out, can I easily transfer the data into an excel template, with information tags going to the proper cells?

    Ie. customer name goes to the "customer name" spot on my excel template?

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    JohnRex
    Answered on February 25, 2021 at 05:42 PM

    Hello Regan - When you export form submission data (as an Excel file), it will create its own Excel file. So if you mean you would like the data to be exported into your own existing Excel template, it is not possible.

    You would need to manually copy the data from the generated Excel file (from Jotform) and add it to your Excel template.

    GUIDE: how-to-export-form-data-to-excel