How to Prefill a Form Using the Data From

March 7, 2022 is a visual, easy, and intuitive Work Operating System (Work OS) that powers teams to run projects with confidence. 

With Jotform’s Prefill feature – you can automatically pre-populate form fields with data from your account. It’s simple, you will just need to match form fields with the data you would like to pre-populate your form. After that, share your unique pre-filled form URL with any contact you have.

Get Your API Key

1. Log into your account.
2. Click on your avatar (picture icon) in the bottom left corner of your screen.
3. Select Admin from the resulting menu (this requires you to have admin permissions).

4. Go to the API section.
5. Generate a “API v2 Token”
6. Copy your token.

Connect Your Form to

1. Go to the Publish tab in the Form Builder.
2. Click Prefill on the left. 
3. Select Prefill.

4. Provide your API Key
5. Click the Authenticate button. 

6. Select the Board and Group you would like to use.
7. Map your fields to your form fields.
8. Click the Save Settings button to complete the integration.

Create a Prefill Entry

1. Click on the Add a New Prefill button on the page.

2. Select the entries you would like to use. 
3. Click the Create button.

Share Your Prefills

1. Click the kebab menu (three dots icon) next to the prefill entry on the prefill page.
2. You can select Send Invitation to email the link. Or, you can use Copy URL to copy the link to your clipboard.

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