What is Microsoft Excel Integration?
Microsoft Excel integration sends results from your form to a Microsoft Excel workbook in your OneDrive for Business, or SharePoint account.
Requirements
The Microsoft Excel integration feature requires a Professional level Formsite account and a Microsoft account.
Create a New Integration
On your form's "Integrations" page, click the integration for "Microsoft Excel". Then, click the "Get Authorization" button to authenticate and connect with your Microsoft account. You'll be asked to log into Microsoft, if you're not already. When you're finished, click the "Save" button.
Collecting Microsoft Excel Results
When a form user completes your form, their result will be sent to your Microsoft Excel workbook. If the workbook doesn't exist yet it will be created, otherwise the result will be appended as a new row.
If you have a Microsoft 365 account you can optionally save results into a workbook in a Sharepoint document library.
When you edit a result in Formsite, the result's row will also be updated in your Microsoft Excel workbook. If you're using a Results View, make sure it includes "Reference #" so existing rows can be located for updating.
Note: The integration can only send new results to Microsoft Excel workbook, it can't retrieve or delete existing data. Changes you make in the workbook won't affect your results in Formsite.
Tips and Troubleshooting
If, for some reason, a result wasn't sent to Microsoft Excel or your form wasn't integrated yet when the result was collected, you can resubmit it to Microsoft Excel on your form's "Results" page by editing and saving the result. If needed, the result's status can be manually changed to "complete" by clicking its status icon.