Overview

1. Navigate to the Integrations tab in your form builder and click Zoho Sheet under Sheet & Calendar from the left menu.

2. Click Integrate.
   
   
   
   

3. Select new or existing spreadsheet to store your form responses from the following options:
   

   • New Spreadsheet                          
     
     To store your form responses in a new spreadsheet in Zoho Sheet,  
     

     1. Select New Spreadsheet.
        

     2. Click Choose folder.
        

     3. In the pop-up, select an existing Zoho WorkDrive folder or click New Folder to create one to store your sheet, and click Add.
        
     4. Give the new spreadsheet a name of your choice in Spreadsheet Name. 
        

   • Existing Spreadsheet
     
     To store your form responses in a new worksheet of an existing spreadsheet in Zoho Sheet,
     

     1. Select Existing Spreadsheet.

     2. Click Choose spreadsheet.
        

     3. In the pop-up, select an existing spreadsheet from Zoho WorkDrive. Click Pick.
        
     4. Give the new worksheet a name of your choice in Worksheet Name.
        

4. 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.
   

5. 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.
      
      
   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.
      
      

6. You can choose to store all the file attachments and signatures received via your form in Zoho WorkDrive.
   

7. Click Save.
   
   
   

The Summary of the configured Zoho Sheet integration is now displayed. To make changes, click Edit. To remove the integration, click Remove Integration and confirm.

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

Note:  

• Data saved in Zoho Forms, and Zoho Sheet are independent of one another. Editing the records in Zoho Forms will not alter the data in Zoho Sheet.
• Entries from Subform will be pushed to the same Zoho Sheet and grouped under the Subform's name. File and image attachments from Subforms can also be pushed to Zoho Docs.
  
  
  

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 worksheet.

To do this, select the information you wish to add to the worksheet 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 Zoho 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 Zoho Sheet.

Note : If you wish to remove any of the information from this integration, you must remove and re-configure the integration.

Record Update

Use the Record Update section to keep your integrated Zoho Sheet in sync when entries change after submission. Select the actions that should trigger an update to the existing record in the sheet.

Edit Record

Updates the record in the integrated sheet when an entry is modified in Zoho Forms. Use this to reflect any changes made to a submission directly in the sheet.

Edit Response

Updates the record when a respondent edits their own form submission. Use this if your form allows respondents to edit and update their responses after submitting.

Approval Update

Updates the record when an approver edits an entry during the approval or denial process. Use this to capture any changes made to entry while it moves through an approval workflow.

Task Update

Updates the record when a task owner modifies an entry while completing an assigned task. Use this to ensure the sheet reflects changes made during task execution.

Note: 

1. You can enable one or more of these actions based on your workflow. The record in the integrated sheet is updated only for the actions you select.
2. Record Update and subform fields cannot be used together. If Record Update actions are enabled, you cannot add a subform field to the form, and vice versa.
   
3. If your integrated sheet contains subform data, you cannot enable the Record Update action on it. To use Record Update, you need to integrate it to a separate sheet that does not include subform fields.
   
4. Record Update is available only for paid plans.
   
5. If your form was integrated before Record Update was supported, this section won't appear. Re-integrate your form to enable it.

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.
   
   
3. To stop receiving email alerts on integration failure, click Remove Alert.
   

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.