Excel Integration

Integrate Jotform with Excel

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    In today's fast-paced business environment, the integration of Jotform with Excel is essential for enhancing productivity and streamlining data management. By connecting Jotform's versatile data collection capabilities with Excel's analytical prowess, you can automate workflows, manage leads more effectively, and ensure your spreadsheets are always current with the latest data. This powerful synergy not only saves valuable time but also unlocks advanced features such as dynamic spreadsheets, conditional formatting, and intricate filtering options that are crucial for insightful data analysis.

    On this page, we'll delve into the numerous advantages of integrating Jotform with Excel, outline the essentials you need to set up the integration, and guide you through the process of making the connection via Zapier. Additionally, we will explore various use cases to demonstrate how this integration can transform your data handling, provide assistance for troubleshooting your Jotform integration with Excel, and answer frequently asked questions to help you leverage the full potential of this collaboration.

    Integrating Jotform with Excel

    Integrating Jotform with Microsoft Excel can significantly enhance productivity by automating workflows. Various integration methods are available, each serving different automation purposes. Whether you're looking to add new submissions to an Excel spreadsheet, create new spreadsheets from submissions, or update existing rows with new data, the seamless connection between Jotform and Excel can meet your needs.

    Exporting Data to Excel

    To export Jotform submission data to Excel, you can utilize the integration feature through Zapier. This method simplifies the process of transferring data into an Excel spreadsheet, making it readily accessible for analysis or reporting.

    Setting Up a Zapier Flow

    For a more automated approach, setting up a Zapier flow is required. Begin by using the \"Use this Zap\" button from the 'Add new Jotform submissions to Excel spreadsheet rows' option within the Form Builder. You'll then need to connect your Jotform and Excel accounts, configure the flow to add a row in Excel after each submission, and test the Zap to ensure it operates correctly. Once tested, complete the setup to fully integrate Jotform with Excel.

    Sourcetable Integration

    Integrating Jotform with Sourcetable

    Integrating Jotform with Sourcetable instead of using Excel offers several benefits that can enhance your data management and analysis. Sourcetable allows you to sync your live data from various apps or databases, including Jotform. This real-time synchronization ensures that your data is always up-to-date, providing an accurate basis for decision-making.

    Unlike Excel, which requires manual updates or complex setups for live data feeds, Sourcetable automates the data import process. This automation saves you time and reduces the likelihood of human error. Additionally, Sourcetable's spreadsheet interface is user-friendly for those familiar with Excel, making the transition smooth and intuitive.

    For those working in teams or requiring collaboration, Sourcetable excels where Excel falls short. Its cloud-based platform enables multiple users to work on the same data set simultaneously, facilitating teamwork and efficiency. Moreover, Sourcetable's capabilities in business intelligence allow users to easily create queries and reports, making it a powerful tool for data-driven decision-making.

    Common Use Cases

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      Excel Integration
      Automating workflows by adding Jotform submissions as rows in an Excel table
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      Excel Integration
      Creating new Excel spreadsheets from Jotform submissions automatically
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      Excel Integration
      Updating existing Excel rows with new Jotform submission data
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      Excel Integration
      Adding new rows to Excel for each signed Jotform document
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      Excel Integration
      Generating new Excel worksheets from Jotform submissions

    Frequently Asked Questions

    How can I connect my Jotform data to an Excel file?

    You can connect your Jotform to Excel using Zapier. By setting up a Zap with the 'Add new Jotform submissions to Excel spreadsheet rows' action, you can automate the process of adding new submissions to an Excel spreadsheet.

    What can I do with Jotform and Excel integration?

    With Jotform and Excel integration, you can manage leads, automate form responses, create spreadsheets from new submissions, add rows to an existing spreadsheet for new submissions, and update rows in a spreadsheet for new submissions or signed documents.

    How do I set up Jotform to add submissions to an Excel spreadsheet?

    To set up Jotform to add submissions to Excel, use Zapier to create an automated workflow. Configure the Zap by connecting your Jotform and Excel accounts, and then choose the 'Add new Jotform submissions to Excel spreadsheet rows' option to enable the automation.


    In summary, integrating Jotform with Excel through Zapier offers an efficient and automated way to manage form submissions, create and update spreadsheets, and ensure that data is correctly mapped and organized. While direct integration is not available, using Zapier as a bridge between Jotform and Excel is the recommended best practice and is easily accomplished via the Jotform Settings menu. However, if you're looking for an even more streamlined experience without the need for an intermediary, consider using Sourcetable. Sign up for Sourcetable today to get started and take your data management to the next level.

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