How to Connect Jotform to Excel

Last Modified: June 16, 2024 - 3 min read

Hannah Recker

Do you use Jotform to collect data from customers, employees, or leads? Want an easy way to analyze and manage that data in Excel?

Connecting JotForm to Excel using Coefficient allows you to import your forms and submissions directly into a spreadsheet, unlocking powerful analysis capabilities.

Prefer video? Watch the tutorial here!

Advantages of using Excel to Analyze Jotform Data

  • Centralized form management: Consolidate all your Jotform forms and submissions in one Excel file for easy access and management.
  • Enhanced data analysis: Leverage Excel’s functions, formulas, and charting tools to slice and dice your Jotform data for deeper insights.
  • Collaborative form tracking: Share your Jotform data with team members in Excel and collaborate on tracking form performance and submissions.

Step-by-Step Tutorial: Connecting Jotform to Excel

Ready to supercharge your Jotform data analysis? Follow these steps to connect Jotform to Excel using Coefficient:

Step 1. Install Coefficient Add-in in Excel

Open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

a screen shot of a web page with the add - ins section highlighted

Type ‘Coefficient’ in the search bar and click  ‘Add.’

a screenshot of the office add - ins page

A pop-up will open up. Follow the prompts to complete the installation.

a screenshot of the office add - ins page

Once finished, you will see a ‘Coefficient’ tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

a screenshot of a screen shot of a spreadsheet

Step 2. Add Jotform as a data source in Coefficient

Click “Import From…” in the side panel and select Jotform from the list.

a screenshot of a cell phone with the contact button highlighted

Enter your Jotform API key to connect your account. Click ‘Connect’.

a screenshot of an API Key with the contact button highlighted

Step 3. Preview and import a list of your Jotform forms

After you complete authentication, select “Start from Scratch” from the next menu.

select “Start from Scratch” from the next menu.

In the import preview, select ‘Get Forms’ from the dropdown. Click ‘Preview’.

select 'Get Forms' from the dropdown

Review the list of your JotForm forms.

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Review the list of your JotForm forms.

Click ‘Import’ to fetch the data into Excel.

Step 4. Import submissions for a specific form

Copy the ID of the form you want to import submissions for from the imported forms list.

Copy the ID of the form you want to import submissions

Click “Request” from the left-hand side of your screen.

Click “Request” from the left-hand side of your screen

Back in the import preview, select “Get Form Submissions.”

a screenshot of a cell phone with the contact form button highlighted

Paste the form ID from step 4 into the field and click ‘Preview.’

Paste the form ID from step 4 into the field and click ‘Preview.’

Select the fields you want to include, arrange them in your desired order and click ‘Import’ to fetch the form submissions into your Excel spreadsheet.

click 'Import' to fetch the form submissions into your Excel spreadsheet.

Use Cases for Managing Jotform Data in Excel

By connecting Jotform to Excel with Coefficient, you can:

  • Identify inactive forms: Spot forms that haven’t received submissions recently and may need to be updated or retired.
  • Track form performance: Monitor submission volume and trends for each form over time to measure performance.
  • Analyze submission data: Gain a comprehensive view of all form submissions in one place for easier reporting and analysis.

Tips and Tricks for Managing Live Jotform Data in Excel

  • Set a refresh schedule: Keep your Jotform data in Excel always up to date by setting a daily or weekly refresh schedule in Coefficient.
  • Create pivot tables: Summarize and analyze your form submissions by different dimensions using Excel pivot tables.
  • Share with teammates: Collaborate on form data analysis by sharing your Excel file with team members.

Bring Your Jotform Data to Life in Excel with Coefficient

Connecting Jotform to Excel using Coefficient empowers you to manage and analyze your form data more effectively. With all your forms and submissions at your fingertips in a spreadsheet, you can uncover actionable insights to improve your data collection processes.

Get started with Coefficient today to streamline your Jotform data management and analysis in Excel.

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Hannah Recker Growth Marketer
Hannah Recker was a data-driven growth marketer before partying in the data became a thing. In her 12 years experience, she's become fascinated with the way data enablement amongst teams can truly make or break a business. This fascination drove her to taking a deep dive into the data industry over the past 4 years in her work at StreamSets and Coefficient.
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