Google Sheets Integration | Zoho Forms - User Guide

Google Sheets Integration

Overview

If you are looking to automate storing your form responses in a sheet and save the time spent on manual entry of form data into the sheet, you can use the Zoho Forms - Google Sheets integration. With this integration, your form responses will automatically be stored in Google Sheets. If you have attachment and signature fields in your form, you can choose to save the files uploaded to these fields in Google Drive using this integration.
Sheet integration with form

Integration Setup   

To integrate your form with Google Sheet,

  1. Navigate to the Integrations tab under Sheet & Calendar select Google Sheets.

  2. Click Integrate.



  3. If you have not authenticated Zoho Forms to connect with your Google account already, you will see an authentication pop-up. Click Authenticate Google.  

  4. Select the sheet to store your form responses from the below options:
    New sheet: Creates a new spreadsheet to store your form responses. Give the sheet a name of your choice in Sheet Name.
    Existing sheet:Stores form responses in a new spreadsheet of an existing Workbook. Select an existing workbook in Sheet Name.

    Integration Setup

  5. Under Integration Settings, you can choose to add additional information, such as Added Email ID, Referrer Name, Payment Information, etc., under separate dedicated columns in the sheet for each form entry pushed.

  6. If you have a Matrix Choice field (in Dropdown, Text Box, Number, Currency type) on your form, you can choose to send it's data into the sheet in any of the following 2 formats depending on how you want to analyze the data:

    1. Combine answers in a cell: In this format, all the choices selected within the Matrix Choice field are combined into a single cell in the exported data. This can be useful when you want a quick overview of the respondent's choices without the need for detailed analysis.
      In a single cel
    2. Provide individual cells for each answer : In this format, each selected choice within the matrix choice field is exported into a separate cell. This format provides a more detailed view of the respondent's choices and allows for more granular analysis.
      In separate cells

  7. You can choose to store all the file attachments and signatures received via your form in Google Drive.

  8. Click Save.

    Google Sheets Integration setup

Once integrated, all the form responses will be saved in both Zoho Forms and Google Sheets. As you add fields to your form, they will be automatically added to the spreadsheet.


Notes
Note:
  1. Data saved in Zoho Forms and Google Sheets are independent of one another. Editing the records in Zoho Forms will not alter the data in the Google spreadsheet.
  2. Entries from Subform will be pushed to Google Sheets and grouped under the Subform's name. File and image attachments from Subforms can also be pushed to Google Drive.
  3. Once saved, the columns in the spreadsheet cannot be removed. If you wish to deselect any of the information, the integration setup must be removed completely and reconfigured. The new integration can be configured to a new worksheet within the same spreadsheet or to a new spreadsheet.
To remove Google Sheets integration, click Remove Integration and confirm.

Integration Settings


In addition to all the fields in your form, you can also assign dedicated columns to view Added Email ID, Referrer Name, Payment Information, UTM Tracking parameters, and Geolocation details in the integrated spreadsheet.

To do this, while setting up Google Sheets integration, select the information you wish to add to the spreadsheet from the following options under Integration Settings:

Payment Information: This option adds the payment details like Payment Amount, Payment Status, Payment Currency, and Payment Merchant as separate columns to the spreadsheet, if you have a Payment field configured in your form.

UTM Tracking: This option adds the default UTM tracking parameters like utm_source, utm_medium, utm_campaign, utm_term, utm_content and the custom parameters as separate columns to the spreadsheet if you have enabled UTM tracking for your form.

Geolocation: This option adds the respondent location details like Submitters Location, Submitters Latitude, Submitters Longitude as separate columns to the spreadsheet if you have enabled the Geolocation option in your form.

Added Email ID: This option adds the email addresses of the respondents as a column in the spreadsheet if you have shared your form privately within an organization. The Added Email ID of the respondents filling out your form using its public link will be pushed as Unknown.

Referrer Name: This option adds the details of the source from which the form was filled as a separate column in the spreadsheet.

URL of Stored Files: If you have configured to store your form attachments in a cloud service under Manage Form Attachments, enabling this option will include the link to the files saved in a designated cloud service within the respective columns of the Google Sheet, whether they are File Upload, Image Upload, or Audio/Video Upload fields. This makes it convenient to access and view these files directly from your Google Sheet.

Set Alert on Integration Failure

Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,
  1. Click Set Alert in the top-right corner.
  2. Configure the email alert template and click 
    Save.
    Set Alert
  3. To stop receiving email alerts on integration failure, click Remove Alert.

Notes
Note:
  1. The option to set an email alert on integration failure is available only in our paid plans.
  2. You can send email alerts to a maximum of 5 users within your organization.
  3. An email alert will be triggered only on the first occurrence of integration failure every 24 hours.