Import App: Easily Import Your Excel or CSV Data into Jotform

October 5, 2021

NOTE: Submissions imported via the Import App count as real submissions.

Be mindful of the fact that your account Submission Count would get impacted, which may result in reaching your account

Monthly/Total Submission Limit.

Importing your data in Excel or CSV format to your jotforms it’s never been so easy. Here is how:

1. Go to http://import.jotform.io/

2. Click the IMPORT SUBMISSIONS NOW button.

3. Authorize the app to access your forms by clicking the ALLOW button.

4. Select the form you want to import the data to then click CONTINUE.

5. Check out the formatting given by our import tool. It will tell you what the headers in the CSV or Excel file should be, so that the imported data is handled properly for you, so we suggest reading all of them carefully before going to the actual import.

*This ensures that all data goes to the right place, but do not worry, all you have to change is the column names/headers and that should not take long if you following these steps:

6. Take a look at the format we get from the import tool:

“3_First Name_textbox”, “4_Middle Name_textbox”, “5_Last Name_textbox”, “6_Address_address”, “11_Gender_radio”, “7_English Class_dropdown”, “8_Math Class_dropdown”, “9_Science Class_dropdown”, “10_Comments_textarea”

“sample input text”, “sample input text”, “sample input text”, “356 Fifth Avenue, Manhattan, New York, New York State, 10009, United States”, “option3”, “optionName”, “optionName”, “optionName”, “sample input text”

7. Take a look at what we have in our CSV file:

8. Now, start matching from the first label, in our case it’s “3_First Name_textbox”.

We will be replacing “First Name” which is what we have in our CSV with “3_First Name_textbox” which is given to us by the import app.

Done? Great! Now let’s do that for the other fields as well and we will do it by just repeating the same steps as above.

*Note that the address field is different, we must combine the data into one header even if your data is stored into multiple fields / columns.

For example: The address field, might be imported with just one header for it, but your file might have several fields for the address data. The tool will replace these fields:

“Street Address”,”Street Address Line 2″,”City”,”State / Province”,”Postal / Zip Code”,”Country”

with just this one:

“6_Address_address”

*This would require that you not only change the headers, but to apply the changes to the address data as well.

Following this, we continue as previously mentioned, one field at a time.

– This is what we end up with:

Checking again, it shows us that we have set everything right and that we are ready to do the import.

9. Click the SELECT SOURCE FILE button and select the XLS/CSV file that you want to import into the submissions of your Jotform and then click the IMPORT button:

10. Please wait for the import to finish and if all goes well, you should see the Results page:

If you take a look at your submissions you will be able to see something like this:

If you do happen to have some errors or difficulties our support is online and they will be happy to assist you, just make sure that you copy the error code.

Notes to consider:

– If you have one more field to add, which is shown in your CSV file (or Excel), these fields are not shown by import tool, then:

1. Open the form to edit it from your MY FORMS page.

2. Add a matching field on your form (you can find all the form field elements on the left of the Form Builder).

3. Mark it as hidden (right-click on it and click HIDE).

4. Go back to import tool and refresh the page.

You should now see a header for this new hidden field in the import tool as well, allowing you to add any important data that you had before, but that can not be shown as a new field on the form to others.

– If you are not going to be using our default Address Field but will use different Textbox fields to capture the data, you would not be asked to combine the headers and address data into a single field. This is why it is important to check your import tool before the actual import.

What you end up with?

A fully functional jotform, with all of the data you had, saved, and at the same time, it is looking the same as the original 🙂

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