Zoho Sheet Integration | Zoho Forms - User Guide

Zoho Sheet Integration

Overview

If you are looking to store 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 - Zoho Sheet integration. With this integration, your form responses will automatically be stored in Zoho Sheet as shown. 



The columns in the sheet will be named after the field labels of your form. If you have attachment and signature fields in your form, you can choose to save the files uploaded to these fields in Zoho Docs or Zoho WorkDrive u sing this integration. 

Integration Setup

To integrate your form with Zoho Sheet,
  1. Navigate to the Integrations tab and click Zoho Sheet from the left side menu .

  2. Click Integrate .

  3. Select the sheet to store your form responses from the following options:

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

      1. Select   New Sheet .

      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 .
        Note : The option to store your sheet in a folder of your choice will be available only if you have accessed Zoho WorkDrive. Otherwise, your sheet will be stored under All Files in Zoho Docs by default.

      4. Give the new sheet a name of your choice in   Sheet Name .

    • Existing sheet:
      To store your form responses in a new spreadsheet of an existing workbook in Zoho Sheet,

      1. Select   Existing Sheet .

      2. Click   Choose sheet .

      3. In the pop-up, select an existing workbook from Zoho WorkDrive where the form responses will be stored in a new spreadsheet. Click  PICK .
        Note : If you have not accessed Zoho WorkDrive, you can select an existing workbook in Zoho Docs from the dropdown, where the form responses will be stored in a new spreadsheet.

      4. Give the new sheet a name of your choice in  Sheet Name .

  4. Unde r 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. You can choose to store all the file attachments and signatures received via your form in Zoho Docs or Zoho WorkDrive.

  6. Click Save .

    Zoho Sheet Integration Setup

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.
To remove Zoho Sheet integration, click  Remove Integration .

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