Can I transfer client info into cloned form?

  • Profile Image
    Asked on September 01, 2015 at 10:11 PM

    I don't like my forms. They are too darn long and hard on the eyes. So, I cloned and am rebuilding them.

    When I'm all done, how do I get my customer's info that's already in my data base to to appear on the new form(s)?    One of the things I like about the form I have is the client can edit their form they only have to change the dates they need us and the don't have to re-fill out their names, addresses etc.

  • Profile Image
    Answered on September 02, 2015 at 06:31 AM

    You can transfer your current submissions to an excel file then use our import tool to import the data into the new form, kindly refer to this guide for instructions

    Regarding the editing of the data by the client I'm afraid this wont be transferable, if you were using the edit submission link, the id generated will be tied to the submissions for the old form.