- mrsecehrAsked on October 17, 2016 at 09:45 AM
Can Jotform create insightly crm contacts from forms already submitted, or does it only work upon submission of a form that is set up for integration? The example would be we have many already submitted forms that we would want to create contacts without having to "resubmit" the forms.
- JotForm SupportWelvinAnswered on October 17, 2016 at 11:05 AM
It's not possible in our Insightly integration. What you can do is to export the data from your Jotform form and import it manually to Insightly. They support Excel and CSV import. Here are their guides with regards to importing a file:
Here's how you can create a report in Jotform:
I hope that helps.
- mrsecehrAnswered on October 17, 2016 at 12:44 PMThanks! It does appear that a single edit to an existing submission will
also trigger the integration to Insightly. Not sure if that is easier or
- JotForm SupportWelvinAnswered on October 17, 2016 at 01:32 PM
Well, that is the easiest if you mean that editing one submission will also trigger the others. If not, the export/import is recommended.