What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Can Jotform create contacts out from the existing submissions to Insightly CRM?

    Asked by mrsecehr on October 17, 2016 at 09:45 AM

    Hi there,

    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.  

     

    thanks!

    Insightly existing contacts
  • Profile Image
    JotForm Support

    Answered by Welvin 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:

    https://support.insight.ly/hc/en-us/articles/209635717-Preparing-your-file-for-importing

    https://support.insight.ly/hc/en-us/articles/204194000-How-to-import-data-into-Insightly

    Here's how you can create a report in Jotform:

    https://www.jotform.com/help/103-How-to-create-a-CSV-Report 

    https://www.jotform.com/help/101-How-to-create-an-Excel-Report 

    I hope that helps. 

  • Profile Image

    Answered by mrsecehr on October 17, 2016 at 12:44 PM
    Thanks! 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
    not.
    Lisa
    ...
  • Profile Image
    JotForm Support

    Answered by Welvin 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.