How can I have a CSV of my data emailed to me?

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    jpearson
    Asked on March 20, 2015 at 01:44 PM

    I currently use Salesforce, however, what I would like to do is be able to import the data I receive into a specific area of my CRM. I would love to have a CSV with he data emailed to me upon submission. How can I accomplish this? If I can make this happen I will definitely be upgrading to the business account. thanks for the help! you guys have an awesome service!

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    david
    Answered on March 20, 2015 at 03:13 PM

    Hi,

    It is possible to create a sharable CSV report of your form, then include a link to that report in your email notification:

    http://www.jotform.com/help/103-Create-a-CSV-Report

    The link created at the end of that guide would then just need to be added to your notification:

    http://www.jotform.com/help/25-Setting-Up-Email-Notifications

    You could then generate a new report from the link in each notification.

    If you have any trouble setting this up, let us know and we will be happy to help.