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How to connect Jotform and Microsoft Excel
Create a New Scenario to Connect Jotform and Microsoft Excel
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or Microsoft Excel will be your first step. To do this, click "Choose an app," find Jotform or Microsoft Excel, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the Microsoft Excel Node
Next, click the plus (+) icon on the Jotform node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.
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Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the Jotform and Microsoft Excel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Jotform and Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Jotform, Microsoft Excel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Jotform and Microsoft Excel integration works as expected. Depending on your setup, data should flow between Jotform and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Jotform and Microsoft Excel
Jotform + Microsoft Excel + Slack: When a new submission is received in Jotform, the submission data is added as a new row in a Microsoft Excel table. Then, a message is sent to a Slack channel to notify the team for review.
Microsoft Excel + Jotform + Google Sheets: Analyze Jotform submissions in Excel, and if specific criteria are met based on data in a new row, add that data as a new row to a Google Sheets tracking spreadsheet.
Jotform and Microsoft Excel integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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See how Latenode works
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FAQ Jotform and Microsoft Excel
How can I connect my Jotform account to Microsoft Excel using Latenode?
To connect your Jotform account to Microsoft Excel on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and Microsoft Excel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track survey responses in Excel automatically?
Yes, you can! Latenode automates data transfer from Jotform to Microsoft Excel. This ensures real-time insights without manual data entry, improving data accuracy.
What types of tasks can I perform by integrating Jotform with Microsoft Excel?
Integrating Jotform with Microsoft Excel allows you to perform various tasks, including:
- Automatically creating Excel rows from new Jotform submissions.
- Updating Excel spreadsheets with updated Jotform response data.
- Generating reports in Excel using Jotform submission statistics.
- Creating charts in Excel based on collected Jotform data.
- Sending automated email summaries from Excel, triggered by Jotform.
How do I handle large volumes of Jotform submissions on Latenode?
Latenode's architecture is designed for scalability. It efficiently handles large datasets, ensuring seamless data flow from Jotform to Microsoft Excel.
Are there any limitations to the Jotform and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex calculations within Excel might require custom JavaScript code.
- Real-time data synchronization depends on the API limits of both services.
- File attachments from Jotform require additional storage solutions.
