Save your form results into Microsoft Excel workbooks. Easily create an extra backup of your results or use the Microsoft Excel workbook to share your results with others.
Simply connect your Microsoft account and your results will automatically fill into the Microsoft Excel workbook you choose. You can also customize which results and items on the form will be saved.
Share your Microsoft Excel workbooks using your SharePoint for great team collaboration.
Another helpful feature to try is the ability to import export data with online forms.
Enabling the Microsoft Excel integration sends every new result to a Microsoft Excel workbook as a new row.
No, the integration will always update the first worksheet (the first tab) in the connected Microsoft Excel workbook file.
Customizing the first worksheet is discouraged because it makes the file larger and may cause problems with syncing data. The recommendation is to make a 2nd worksheet (a 2nd tab) and reference the first worksheet’s data, then style or reorganize the data on the 2nd worksheet.
If the form items change (new ones added, old ones deleted, or labels change) the columns won’t line up correctly. The column headers are added when the file is first made, but once there are headers in the file then new results are added as new rows. You can make a new worksheet (new tab) and move the empty worksheet to the first position, then the column headers will be remade when the next result is received.
The first thing to do when an error is received is to edit the result in the Results Table and click the Update button. That retriggers the integration and if the error does not appear then the transfer was successful. You can manually set the result’s Status to ‘complete’ by clicking the icon and choosing the correct one.
If you still see the error, you need to follow the instructions for verifying the authorization on the Form Settings -> Integrations -> Microsoft Excel page.
