Microsoft Excel
Overview
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Navigate to the Integrations tab under Sheet & Calendar select Microsoft Excel.
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Click Integrate.
- If you have not authenticated Zoho Forms to connect with your Microsoft account already, you will see an authentication pop-up. Click Authenticate.
- Select the Workbook Name and Sheet Name where you want to push your form responses.
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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.
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Click Save.
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:
- 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.
- 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.
Once integrated, all the form responses will be saved in both Zoho Forms and Microsoft Excel sheet. As you add fields to your form, they will be automatically added in the Excel sheet.
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Once integrated, all the form responses will be saved in both Zoho Forms and the Microsoft Excel sheet. As you add fields to your form, they will be automatically added in the Microsoft Excel sheet.
- If you have configured the Manage Form Attachments option to save your form attachments to a third-party service, the link to the stored attachment of each form entry pushed will be available under the File Upload / Image Upload column in the Microsoft Excel sheet.
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If you have a Subform within your form, you can push a maximum of 50 subform entries to the integrated Microsoft Excel sheet.
- This integration is supported only for workbooks created via One Drive.
Integration Settings
Set Alert on Integration Failure
- Click Set Alert in the top-right corner.
- Configure the email alert template and clickSave.
- To stop receiving email alerts on integration failure, click Remove Alert.
- The option to set an email alert on integration failure is available only in our paid plans.
- You can send email alerts to a maximum of 5 users within your organization.
- An email alert will be triggered only on the first occurrence of integration failure every 24 hours.
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