How to Integrate Your Form With Microsoft Excel

Jotform’s Microsoft Excel integration lets you automatically send your form submissions directly into an Excel file in real time. You can choose to create a new worksheet, add rows to an existing table, or create a new table within an existing worksheet—ensuring that each new submission is neatly organized exactly where you need it.

This integration helps you efficiently track, organize, and analyze your data in a structured format. With Excel’s built-in tools like formulas, sorting, filtering, and charts, you can quickly turn form responses into actionable insights while streamlining your workflow and improving data accuracy.

Connecting Your Microsoft Account

Whether you’re setting up a new form or updating an existing one, connecting your Microsoft account takes no time at all—here’s how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. Then, in the menu on the left, click on Integrations.
3. Now, search for Microsoft Excel and click on it.

4. Next, under the Choose an Action section, select what you want to do:
   • Add Row to New Worksheet — Creates a new worksheet and records each submission as a new row.
   • Add Row to Existing Table — Appends each submission as a new row in an existing Excel table.
   • Create Table and Add Submissions — Generates a new table from your existing submissions and continues adding incoming entries automatically.
5. Then, click on Next.

6. Now, click on Authenticate and log in to your Microsoft account.

7. Now, if you’ve logged in before through one of your other forms, you can pick that Microsoft account from the Dropdown menu and then click on Authenticate. 
8. Or, to use a different one, click on Use Another Account.

That’s it for connecting your Microsoft account. Now, you can continue with your selected action.

Add Row to New Worksheet

The Add Row to New Worksheet option creates a new Excel file and a worksheet and automatically records each form submission as a new row. This is ideal if you want to generate a fresh Excel file dedicated to your form submissions. Here’s how to set it up:

1. In the Add Row to New Worksheet section, after authenticating your account, set up these things:
   • Excel File Location — Select the folder where the new Excel file will be created and stored when submissions start coming in.
   • Workbook Name — Enter the name of the Excel file that will be generated after your form receives its first submission following the integration setup.
   • Worksheet Name — Enter the name of the worksheet where your form submissions will be recorded.

2. Then, scroll down to the bottom, and continue to set up these things:
   • Columns — Select the form fields that will be added as columns in your Excel worksheet.
   • Static Fields — Select whether to include system fields, such as Submission Date, as columns. The Submission ID is included by default.
   • Send Existing Submissions to the Worksheet — Select whether to include your existing form submissions in the newly created worksheet.
3. Once your settings are ready, click on Save.

Add Row to Existing Table

The Add Row to Existing Table option sends your form submissions to an existing table in your Excel file. This is ideal if you already have a structured spreadsheet and want to continuously append new data to it.

Setting it up is quick—here’s how:

1. In the Add Row to Existing Table section, after authenticating your account, set up these things:
   • Excel File Location — Select the folder that contains the Excel file where your form submissions will be sent.
   • Workbook — Select the Excel file from the chosen folder.
   • Worksheet — Select the worksheet within the chosen workbook.
   • Table — Select the table from the chosen worksheet where submissions will be added.

2. Then, scroll down to the bottom, and continue to configure these things:
   • Matching Column Fields — Map your Microsoft Excel columns on the left to your Jotform form fields on the right. Click Add Field to include more mappings.
   • Send Existing Submissions to the Worksheet — Select whether to include your existing form submissions in the selected worksheet.
3. Once you’re done, click on Save.

Create Table and Add Submissions

The Create Table and Add Submissions option creates a new worksheet with a table in your selected Excel file and automatically adds all new form submissions to it. This is ideal if you want to keep using the same workbook while organizing your form data in a separate, structured table.

Setting it up takes no time at all—here’s how:

1. In the Create Table and Add Submissions section, after authenticating your account, set up these things:
   • Excel File Location — Select the folder that contains the Excel file where your form submissions will be sent.
   • Workbook — Select the Excel file from the chosen folder.
   • Worksheet Name — Enter the name of the worksheet where the new table will be created.
   • Table Name — Enter the name of the table.

2. Then, scroll down to the bottom, and continue to configure these things:
   • Columns — Select the form fields that will be added as table columns in your Excel worksheet.
   • Static Fields — Select whether to include system fields, such as Submission Date, as columns. The Submission ID is included by default.
   • Send Existing Submissions to the Worksheet — Select whether to include your existing form submissions in the newly created worksheet.
3. Once everything’s set, click on Save.

Managing Microsoft Excel Integration Action

After saving the integration, you’ll see the action you’ve set up on the page. Hover your mouse over the action and click on the Pencil icon to edit it or the Three Dots icon to access more options:

• See Action Logs — View successful and failed runs, helpful for troubleshooting.
• Rename Action — Change the action’s title.
• Disable Action — Temporarily stop the integration from sending data.
• Delete Action — Remove the action from your form.

That’s it for integrating your form with Microsoft Excel. Your submissions will now be automatically sent and organized in your Excel file, helping you keep your data structured and up to date. You can further customize your spreadsheet using Excel’s built-in tools to analyze responses, generate reports, and gain valuable insights from your form data.