I need to consolidate jotform data in Excel via Zapier

I need your help to make this process more direct and intuitive (see question at end).

Here’s the sequence of events I’ve been using:

1. Create a Jotform submission
2. Receive email notification of Jotform submission (screenshot shown below)
3. Upon receipt of the notification, I would click the link for “view all your submissions”
4. This takes me to a Jotform login screen
5. Upon entering my Jotform account, I then select the row at the top of the list and then click DOWNLOAD as Excel
6. When the download is complete, I click the downloaded file link that automatically appears
7. This link opens the Zap Excel file on my hard drive and this Excel file is not populated properly
8. If I access the Zap Excel file on my OneDrive account, it is populated properly

QUESTION:

How can I get the Jotform download to automatically take me to the OneDrive version instead of the hard drive version? I already checked with Zapier and they referred me to you

Hi rweeks333,

Thanks for reaching out to Jotform Support. Let me help you with that:

To consolidate your Jotform data in Excel via Zapier and have your downloads open the OneDrive version instead of the hard drive version, you can use Jotform's OneDrive integration. This integration automatically sends your form submissions as PDFs or files directly to a specified OneDrive folder, which you can then access easily without dealing with local downloads.

Here’s how to set it up:

1. Go to your Form Builder and open the Settings tab.
2. Click on Integrations on the left side and search for OneDrive.
3. Authenticate your OneDrive account if you haven't connected it yet, and grant Jotform access.
4. Choose your OneDrive account if already connected, then click Add Action.
5. Set the folder options where you want submissions stored, and enable creating subfolders for each submission if desired.
6. Configure file upload and PDF options to send submission PDFs and uploaded files to OneDrive.
7. Save the integration.

Once this is set, your submissions will automatically be sent to OneDrive, and you can open the files directly from there, avoiding the local hard drive version issue.

This approach streamlines your workflow and makes the process more direct and intuitive as you wanted.

Give it a try and let us know how it goes.

I need the information in Excel not PDF

Hi rweeks333,

Thanks for the clarification. Since you need the data in Excel format and want it to be updated in OneDrive rather than downloaded locally, the best approach is to use Zapier to automate the process of sending your Jotform submission data directly to an Excel file stored in OneDrive.

Here’s how you can do it:

1. Create a Zap in Zapier that triggers on new Jotform submissions.
2. Set up an action in Zapier to update or add rows to an Excel file stored in your OneDrive account. Make sure the Excel file is properly formatted as a table to allow Zapier to add data.
3. Ensure your Excel file is saved in OneDrive and that Zapier has permission to access your OneDrive account.
4. Test the Zap to confirm that new submissions are added directly to the Excel file in OneDrive.

This way, you won’t need to manually download the Excel file from Jotform. Instead, your data will be consolidated automatically in the Excel file on OneDrive, which will always be up to date and accessible.

Give this setup a try and let us know if you need any further assistance.

I want to modify the Jotform Hyperlink "view all your submissions" to take me directly to the oneDrive Excel file. Currently it takes me to my hard drive Excel file

Hi rweeks333,

Thank you for your follow-up question. Unfortunately, the "view all your submissions" hyperlink in the Jotform email notification is designed to take you to the Jotform submissions page within your Jotform account, and it cannot be modified to redirect to an external file such as your OneDrive Excel file.

However, to streamline your workflow, you might consider manually adding a direct link to your OneDrive Excel file in the email notification or in a separate communication so you can access the OneDrive file quickly without going through the Jotform submissions page.

To add a direct link to your OneDrive Excel file in your email notifications, you can:

1. Go to your form's Settings tab in Jotform.
2. Select Emails and edit the notification email.
3. Add a custom text or button with the hyperlink to your OneDrive Excel file.
4. Save the changes.

This way, you can click the link in the email to open the Excel file directly on OneDrive.

Give this a try and let us know if you need further assistance.

I completed steps 1 & 2 but I'm stuck on Step 3. I can see how to do this. Can you provide some sample screenshots?

Hi rweeks333,

Regarding Step 3, where you need to ensure your Excel file is saved in OneDrive and that Zapier has permission to access it, here are some detailed instructions to help you:

1. Save your Excel file to OneDrive: Make sure your Excel file is uploaded and saved in your OneDrive account. You can do this by uploading the file through the OneDrive web interface or saving it directly from Excel to your OneDrive folder.
2. Format your Excel file as a table: Open the Excel file in OneDrive and format the area where you want to add data as a table. This is important because Zapier requires the data to be in a table format to add or update rows.
3. Connect Zapier to OneDrive: In your Zap setup, when adding the Excel action, select OneDrive as the storage location. You will be prompted to authenticate your OneDrive account if you haven’t done so already. Grant Zapier the necessary permissions to access your files.
4. Select the Excel file and worksheet: In Zapier, choose the Excel file stored in OneDrive and select the worksheet where you want the data to be added.
5. Map your Jotform submission fields: Map the fields from your Jotform submission to the corresponding columns in your Excel table.

Unfortunately, I cannot provide screenshots, but these steps should guide you through the process. If you need more detailed assistance with any specific step, please let me know.

your response does not seem to address my question regarding how to perform step 3 (shown below)

Step 3: Add a custom text or button with the hyperlink to your OneDrive Excel file.

Hi rweeks333,

Thank you for clarifying your question about Step 3. Here's how you can add a custom text or button with a hyperlink to your OneDrive Excel file in your Jotform email notification:

1. Go to your form's Settings tab in Jotform.
2. Select Emails from the left menu and open the notification email you want to edit.
3. In the email editor, click where you want to add the link (for example, below the existing text).
4. Use the editor toolbar to add a hyperlink: Highlight the text you want to turn into a link (e.g., "Open Excel file on OneDrive") or type new text.
5. Click the link icon in the toolbar, then paste the URL of your OneDrive Excel file into the URL field.
6. Save the changes to your email notification.

This will add a clickable link or button in your email notifications that takes you directly to your Excel file on OneDrive.

If you want to add a button instead of a text link, you can use the HTML source editor in the email editor to insert a button with a hyperlink.

Let me know if you need guidance on adding a button or any other help.