Export Jotform to CSV

How to Export Your Data to CSV from Jotform Using Sourcetable

1. Connect Jotform to Your Sourcetable Account

First, connect Jotform to your Sourcetable account. If Jotform is a filetype, upload it directly to Sourcetable. If Jotform is a software service, log in to your account and integrate it with Sourcetable. This step ensures that your data is ready for syncing.

2. Sync Your Jotform Data to a Sourcetable

Once connected, sync your Jotform data to a Sourcetable. Your data will be imported into a spreadsheet within your Sourcetable workbook. This action organizes your data efficiently, making it easily accessible for the next steps.

3. Select the Data You Want to Export

Choose the specific data you wish to export. You can use Sourcetable's AI assistant to query and filter your data. For more advanced data manipulation, you can employ Excel formulas or SQL queries, allowing you to fine-tune the data selection to your exact needs.

4. Export to CSV

After selecting the necessary data, export it to CSV format. Sourcetable provides options to download your data in XLSX or CSV formats. Additionally, you can maintain real-time data updates by keeping it within Sourcetable. This flexibility ensures your exported data is both current and correctly formatted.

Use Cases Unlocked by Exporting Data to CSV from Jotform

Data Analysis and Visualization

Exporting data to CSV from Jotform allows seamless integration with data analysis and visualization tools like Excel or Tableau. Users can generate charts, graphs, and pivot tables to gain insights and make data-driven decisions.

Database Management

Users can import CSV files into relational databases such as MySQL or PostgreSQL. This streamlines data storage, management, and retrieval, making it easier to maintain a centralized repository of form submissions.

Email Marketing Integration

CSV data exports can be imported into email marketing platforms like MailChimp or Constant Contact. This facilitates creating targeted email campaigns by segmenting contacts based on the data collected through Jotform.

Custom Reporting

With the data in CSV format, users can create custom reports using tools like Microsoft Power BI or Google Data Studio. This provides tailored analytical views that align with specific business needs and metrics.

Backup and Archiving

Exporting form submissions to CSV serves as a reliable method for data backup and archival. It provides an accessible and easily retrievable format for long-term storage and compliance purposes.

Third-Party Application Integration

By converting form data to CSV, users can streamline integration with third-party applications like CRM systems or ERP solutions. This ensures smooth data flow and enhances application interoperability.