How to Export Data from Gravity Forms to CSV
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Introduction
Exporting data from Gravity Forms to CSV is a straightforward process that allows you to manage and analyze your form submissions effectively. In this guide, we'll walk you through the steps required to export your data from Gravity Forms into a CSV file format.
We'll also explore how Sourcetable lets you analyze your exported data with AI in a simple to use spreadsheet.
How to Export Your Data to CSV Format from Gravity Forms
- To export your data from Gravity Forms to a CSV file, begin by logging into your WordPress admin dashboard. Once logged in, hover over the "Forms" option in the left-hand navigation menu and click on "Import/Export."
- You will be directed to the "Export Entries" tab. Select the form you wish to export entries from using the dropdown menu. After selecting the form, additional export options will appear. The "Select Fields" option allows you to choose specific form fields to include in the export.
- Gravity Forms offers several filtering options to refine your data export. You can apply conditional logic to export only entries that meet specific criteria, such as entries where payment has been authorized or where a specific service has been selected. You can also specify a date range to limit the submissions included in the export.
- After configuring your export settings, click the "Download Export File" button. The data will be exported and downloaded as a .csv file, which can be opened and edited in spreadsheet software like Microsoft Excel or Google Sheets.
- For advanced exporting, Gravity Forms offers several filters to customize your data further. The <code>gform_export_field_value</code> filter overrides field values before they are included in the CSV export. The <code>gform_export_fields</code> filter allows you to add or remove fields, while the <code>gform_leads_before_export</code> filter enables you to modify entries before they are exported.
- Using Gravity Forms to export data to CSV format is a straightforward process that offers a high degree of customization. By leveraging the built-in fields, conditional logic, and filters, you can ensure that you export exactly the data you need for your analysis or reporting purposes.
Accessing the Export Tool
Selecting the Form and Fields
Applying Filters and Conditional Logic
Downloading the CSV File
Using Filters for Custom Data Export
Conclusion
How to Export Your Data to CSV Format Using Gravity Forms
Step-by-Step Guide to Export Gravity Forms Data
To export form entries to CSV format using Gravity Forms, follow these simple steps:
1. Log into your WordPress admin dashboard. Navigate to "Forms" and click on "Import/Export".
2. You will be prompted with the "Export Entries" tab. Select the form whose entries you want to export from the dropdown.
3. Choose the specific form fields you want to export by selecting the relevant checkboxes under the "Select Fields" option.
4. Configure additional export options, such as setting a date range for the submissions and applying conditional logic to export only fields with specific information.
5. Finally, click the "Download Export File" button to save the exported data as a CSV file.
Advanced Export Options
Gravity Forms provides additional functionality for exporting data. Besides CSV, you can export data in Excel, JSON, and PDF formats using third-party add-ons.
For enhanced flexibility, data can also be exported using a secure download link, or transferred to a local folder, Dropbox, or an external server via SFTP. Third-party add-ons also support scheduling automated exports of your Gravity Forms data.
Why Export Data to CSV
Exporting Gravity Forms data to CSV format allows for further analysis and manipulation. CSV files are compatible with most spreadsheet and data analysis software, making them a versatile choice for data handling needs.
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Use Cases Unlocked by Gravity Forms
Creating Accessible Forms |
Gravity Forms allows businesses to create WCAG 2.0 AA compliant forms. This feature ensures that all users, regardless of disabilities, can access and interact with the forms without barriers. |
Managing Invoices and Billing Systems |
Gravity Forms can be used to create comprehensive invoices and billing management systems. This feature streamlines financial operations, making it easier for businesses to track payments and automate billing processes. |
Event Registration |
Gravity Forms simplifies the process of event registration. Businesses can create tailored event registration forms that capture all necessary attendee information, ensuring a smooth and efficient event planning process. |
Generating Leads with Gated Content |
Gravity Forms enables the creation of lead capture forms and gated content, which are effective in generating leads. Users must provide their information to access exclusive content, which helps businesses grow their contact lists. |
Webinar Registration System |
With Gravity Forms, creating a webinar registration system is straightforward. Businesses can capture registrant details and automate the registration process, improving user experience and webinar participation rates. |
Job Application Forms |
Gravity Forms can simplify the recruitment process by allowing businesses to create detailed job application forms. This feature helps in capturing comprehensive applicant information, making it easier to screen and manage candidates. |
Support Process Streamlining |
Gravity Forms assists in streamlining support processes by automating ticket submission and management. This leads to timely resolution of issues and improved customer satisfaction. |
Collecting Payments Easily |
Gravity Forms offers multiple payment processor integrations, allowing businesses to collect payments directly from their forms. This feature is beneficial for e-commerce, service provision, and other payment-related activities. |
Why Sourcetable is an Alternative to Gravity Forms
Sourcetable offers a powerful, unified solution for data collection and management, making it an ideal alternative to Gravity Forms. While Gravity Forms specializes in form creation and data collection, Sourcetable centralizes all that data in one place, providing a seamless experience for querying and manipulation.
Unlike Gravity Forms, which focuses solely on gathering information, Sourcetable provides a real-time connection to your databases. This capability allows you to access and work with your data instantly, streamlining your workflow and enhancing productivity.
Sourcetable's spreadsheet-like interface simplifies data manipulation. With features akin to traditional spreadsheet software, it empowers users to perform complex data queries and analysis without needing extensive technical skills, thus broadening its accessibility.
If you seek a versatile and comprehensive data management tool that goes beyond form creation, Sourcetable is an excellent alternative to Gravity Forms. It amalgamates data collection, real-time database querying, and intuitive data manipulation all in one powerful platform.
Frequently Asked Questions
How do I export Gravity Forms entries to a CSV file?
Log into your WordPress admin dashboard, hover over 'Forms', and click on 'Import/Export'. Select the form to export entries from in the dropdown. Choose the fields to export and click the 'Download Export File' button. The entries will be downloaded as a .csv file.
Can I export only specific fields from a Gravity Form to CSV?
Yes, after selecting the form to export entries from in the Import/Export section, you can select the checkboxes next to each form field to export specific fields.
Is it possible to export Gravity Forms entries with conditional logic?
Yes, when exporting entries, you can use the Conditional Logic option to export only fields with specific information.
How can I export Gravity Forms entries submitted within a specific date range?
During the export process in the Import/Export section, use the Date Range option to specify which submissions to export by date.
Will entries marked as Spam be included in the exported CSV file?
No, entries marked as Spam will not be included in the exported file.
Conclusion
Exporting data from Gravity Forms to CSV is a straightforward process that ensures you have your essential data in a manageable and portable format. Following the outlined steps will help you efficiently convert form entries into useful datasets.
Now that you have your data in CSV format, leverage powerful tools to get more from your data. Sign up for Sourcetable to analyze your exported CSV data with AI in a simple to use spreadsheet.
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