Connect Your Forms to Excel with Zapier

UPDATE: You can access Zapier’s readymade Jotform and Excel integration without leaving Jotform.

Looking for a way to send form submissions to Microsoft Excel? With Zapier and Jotform, you can. If your company already depends on Excel to manage data, this integration should come in handy. You can add new rows for every new form submission you receive, or even update existing rows if you want to allow users to adjust their submissions.

Just make sure you have your Excel files on a Microsoft OneDrive for Business account (which is included with Office 365 or Sharepoint Server), otherwise we won’t be able to access them. 

Setup Assistance:

1. Once in your Zapier account, you’ll start by connecting your Jotform account.

Connect Your Forms to Excel with Zapier Image-1

2. Then connecting your Excel account.

Connect Your Forms to Excel with Zapier Image-2

3. Then you’ll choose the form you’d like to connect with Excel.

Connect Your Forms to Excel with Zapier Image-3

4. Select which Excel file and form fields you’d like merged.

Connect Your Forms to Excel with Zapier Image-4

And just like that, your form is ready to send data straight into your Excel file: Whenever someone submits a new response to your form, Zapier will copy it over for you. The great thing about this integration is that you can choose custom fields you’d like merged, so you can pick and choose if you don’t need data from the entire form. Whatever’s most important to you and your team will be seamlessly imported into your working Excel sheet.

Here’s a quick form with the form fields filled out.

Connect Your Forms to Excel with Zapier Image-5

And here’s how it shows up in Excel immediately after you submit the response. Just like that!

Connect Your Forms to Excel with Zapier Image-6

Do you use Excel? What kind of data will you send to Excel files using Jotform? Let us know in the comments!

This article is originally published on Jun 22, 2016, and updated on Dec 27, 2021.
Chad is VP of Marketing and Communications at Jotform. He’s also a frequent contributor to various tech and business publications, and an absolute wizard with a Vitamix. He holds a master’s degree in communication and resides with his wife and cats in Oakland, California. You can reach Chad through his contact form.

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.