Auto Fill from Excel Data

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    finelinesupply
    Asked on January 06, 2022 at 09:33 AM

    I have created work tickets for my office. We fill out the work ticket when a customer comes in. I have a lot of data already collected in an Excel spreadsheet. I'd like to be able to start typing a customer name and it recognize the name and then auto fill the email and phone number for me. Is that possible?

  • Profile Image
    Amos_W
    Answered on January 06, 2022 at 10:07 AM

    Hey there,

    Please have a look at our Spreadsheet to Form widget

    https://www.jotform.com/help/442-how-to-use-the-spreadsheet-to-form-widget/

    I believe that it does what you're after

    Please let us know if you need any further assistance,

    Thank you

  • Profile Image
    finelinesupply
    Answered on January 06, 2022 at 12:44 PM

    Not quite what I was looking for. I'm looking for something that works more like cookies in your browser. For example, when you go to checkout on a website and you start entering your name, it recognizes that you are filling out a form and you can click to have it finish filling out your information.

  • Profile Image
    Amos_W
    Answered on January 06, 2022 at 02:17 PM

    Well,

    You can have the form prepopulated with the spreadsheet and if it has an email field in it you can send to each user an invitation for the prepopulated form.

    Here's more on that

    https://www.jotform.com/help/1808-how-to-prefill-form-fields-with-data-from-other-tables-with-table-prefill/

    Here's more on Jotform Prefill, maybe there is another option that would suite your needs better

    https://www.jotform.com/help/1805-what-is-jotform-prefill-and-how-does-it-work/

    Please let us know if you need any further assistance,

    Thank you