Microsoft Excel

Microsoft Excel

FormFlow can automatically add a new row to a Microsoft Excel workbook stored in OneDrive whenever a customer submits a form. Each form can write to its own workbook and worksheet.

Connecting Microsoft Excel

1. Go to Settings and open the Microsoft Excel tab
2. Click Connect with Microsoft
3. Sign in with the Microsoft account that has access to the OneDrive workbooks you want to write to
4. Grant FormFlow permission to read and write files in your OneDrive

Your connected Microsoft account email is shown once the connection is established.

To disconnect: click Disconnect Microsoft account. This will stop all active Excel syncs until you reconnect.

Configuring a Form to Use Excel

Connecting your Microsoft account in Settings links your OneDrive. You choose which workbook and worksheet each form writes to in the form itself:

1. Open the form in the Form Builder
2. Go to the Integrations tab
3. Find Microsoft Excel and toggle it on
4. Select the Workbook from your OneDrive
5. Select the Worksheet within that workbook

Each form writes to its own configured worksheet. Multiple forms can write to different sheets within the same workbook.

What Gets Written

When a submission is received, FormFlow appends a new row with all submitted field values. Column headers are written automatically on the first submission based on your form’s field names.