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. 

Zoho Forms-Zoho Sheet Integration

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 using this integration. 

Integration Setup

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

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.

Integration Settings in Zoho Forms - Zoho Sheet Integration

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

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