Microsoft Excel Integration | Zoho Forms

Microsoft Excel

Overview

If you are looking to automate storing your form responses in an organized way, and save the time spent on manual entry of form data into a sheet, you can use the Zoho Forms - Microsoft Excel integration. With this integration, your form responses will automatically be stored in Microsoft Excel worksheet. 

Integration Setup

To integrate your form with Microsoft Excel,
  1. Navigate to the Integrations tab under Sheet & Calendar select Microsoft Excel.
  2. Click Integrate.

    Integrate with Microsoft Excel



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

  4. Select the Workbook Name and WorkSheet Name where you want to push your form responses.
    Select Workbook

  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. Click Save.

    Integrate with Microsoft Excel

  7. 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

The Summary of the configured Microsoft Excel integration will be shown now. To make changes, click Edit. To remove the integration, click Remove Integration and confirm.

Microsoft Excel integration Summary

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.

Notes
Note :
  1. 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.
  2. 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.
  3. If you have a Subform within your form, you can push a maximum of 50 subform entries to the integrated Microsoft Excel sheet. 
  4. This integration is supported only for workbooks created via One Drive.
                 

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 Microsoft Excel sheet.

To do this, select the information you wish to add to the Microsoft Excel sheet 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 Microsoft Excel sheet 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  Microsoft Excel sheet 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  Microsoft Excel sheet 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 Microsoft Excel sheet 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 excel sheet.
Note : If you wish to remove any of the information from this integration, you must remove and re-configure the integration.

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.