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Excel Online Connector
The Excel Online form connector allows for form-captured data to be pushed as rows into an Excel worksheet, similarly to how our Google Spreadsheet form connector functions.
Note: Requires a successfully authenticated MS Graph Connection.
Adding an Excel Online Connector
On the Connectors page of a Data Entry Form is where you’ll be able to add Form Connectors that trigger when a form is uploaded and push data out of the platform to desired systems.
To add an Excel Online connector, when on a form’s connector page, click the “Add Connector” option (top-right) to display a list of available connectors and select the Excel Online option.
After selecting the Excel Online option, the page will refresh with your newly added connector ready to configure.
|File Name||Enter the desired file name.
Your Excel file will be created automatically on the first entry.
|Worksheet Name||Specify the name of the worksheet in your Excel file that your data will be output to.
|Folder Path||Optionally enter a folder path on OneDrive for the exported file to be placed in.
Path should be entered in the following format: ‘FolderName/AnotherFolder/FileGoesInThisOne’
Specify which Form fields to populate as row values in your target dataset.
Upon your first Form entry, each selected Form field will auto-create a column of the same name if it does not already exist.
|Anonymize Personal Data||If enabled, data from fields marked as Personal Data will be converted to a nonhuman-readable format to aid privacy.
|Update Worksheet Headers||If enabled, the Excel Worksheet headers will be updated each time the connector is processed.
After configuring the connector, hit “Save” (top-right) to enable. And once user devices have synced, the form in question will start pushing data out to your Excel Online file.