Formstack Forms to Microsoft Excel Online

With our Formstack Forms to Excel integration, you can utilize Formstack Forms advanced features and have your data automatically populated in your Excel Sheet.

This means no more manual data entry, let the integration do it for you!

To get this up and running, you need a Microsoft Excel account, a Formstack Forms account and a Microsoft PowerAutomate account.

 

Here's a quick video to show you how to get everything up and running:

 

How to Setup Integration:

Step 1:  Build a Form in your Formstack Forms Account

Step 2:  Select a New Flow in Power Automate

You can do this by logging into your Power Automate account and clicking My Flows>+New Flow>Instant Cloud Flow.

 

Step 3:  Name Flow & Select the Formstack Forms Trigger

  • Give your flow a name of your choice.
  • Type in Formstack Forms in the “Choose your flow’s trigger” box & select “Triggers when a form is submitted.”
  • Click Create.

Step 4:  Connect your Power Automate & Formstack Forms Accounts

Follow prompts to sign into your Formstack Forms account using your username/password and give Power Automate permission to connect.

 

 

Step 5:  Select a Form

From the dropdown, select a form that you’d like to use in this flow & click + New Step.

 

 

Step 6:  Choose Excel Online & Your Action

 

Step 7:  Choose the Excel File that you want to Populate

You’ll need to provide the location, document library, file & table that you want to populate with your form data.

If you have these setup, they will populate as options that you can simply select.

If you don’t have these setup, please set these up in your Excel Online account & then return to this step to setup.

 

Step 8:  Map Form Fields to Excel Columns

You’ll need to setup a 1 to 1 mapping of your form fields to your Excel columns.

You’ll see your Excel column names appear on the left side of your screen (ie.  First Name & Last Name in example below) & you’ll see an empty box to the right of each one.  

Below the empty box select “Add Dynamic Content” and you'll see a menu that pops up with all of the questions from your Formstack Form.

Simply add the Formstack question to the box that lines up with each of Excel column names where you want to send the data & click save.  Super simple!

Step 9:  Test your flow

You can test your new flow by making a form submission on your selected Formstack Form & make sure a new row is created in your table with the submitted data in the correct columns.
Congrats!  You can now automate all of your data collection info Excel!

Notes

Dropdowns and Checkbox fields require the use of a Join data operation. To learn more, click here.

Uploading a file from a Formstack Form via PowerAutomate to another software product like OneDrive or Sharepoint requires a small simple workaround. For more information click here.

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