How to Connect Typeform to Excel

Last Modified: June 16, 2024 - 5 min read

Hannah Recker
Connect Excel to Typeform

Typeform is a widely-used online form builder that enables users to create engaging surveys, quizzes, and forms.

By connecting Typeform to Excel using Coefficient, you can seamlessly import your form data into a spreadsheet for in-depth analysis and reporting.

This tutorial will walk you through the steps of setting up the integration and fetching your Typeform data into Excel.

Advantages of Using Excel to Analyze Typeform Data

  • Familiar interface: Excel provides a well-known interface for data analysis, making it easy for users to navigate and work with Typeform data.
  • Powerful analysis tools: Excel offers a wide range of built-in functions, formulas, and pivot tables to help you analyze and visualize your form data.
  • Flexible reporting: Create custom reports and dashboards in Excel to share insights with stakeholders and make data-driven decisions.

How to Install Coefficient in Excel

Before we get started, you’ll need to install Coefficient in Excel. Don’t worry, it’s a quick and easy process that you only need to complete once. Follow these simple steps to get started:

Open Excel from your desktop or in Office Online.

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

excel get addins menu typeform

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

coefficient excel addins store typeform

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

coefficient excel installation prompt typeform

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

Click ‘Open Sidebar’ to launch Coefficient.

coefficient tab excel ribbon typeform

Step-by-Step Tutorial: Connecting Typeform to Excel Using Coefficient

With Coefficient installed, you’re now ready to import your Typeform data into Excel. Let’s walk through the process step by step:

Step 1: Add Typeform as a data source in Coefficient        

In the Coefficient sidebar, click on “Add a Data Source.” Select “Typeform” from the list of available data sources.

open sidebar coefficient excel typeform

Step 2: Authenticate your Typeform account

Click “Connect” to authenticate your Typeform account with Coefficient.

add data source coefficient sidebar excel typeform

Log in to your Typeform account and grant Coefficient access to your data.

select typeform data source coefficient excel

Step 3: Choose an object to import data from

Select an object from the available options, such as “Get Forms”, “Get Form Responses”, or “Get Workspaces.”

connect button typeform coefficient excel

For this example, select “Get Forms” to retrieve a list of your Typeform forms.

Step 4: Configure the data import

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Choose the fields you want to include in the data import, such as form name, form ID, and last updated date.

typeform login screen coefficient excel

Click “Import” to fetch the form data into your Excel spreadsheet.

Step 5: Import form responses for a specific form

Copy the form ID of the form you want to analyze from the imported form data.

select get forms object typeform coefficient excel

In the Coefficient sidebar, select “Get Form Responses.

Paste the form ID into the “Form ID” field.

field selection get forms typeform coefficient excel

Select the desired fields, such as question and response data, and click “Import.”

import button get forms typeform coefficient excel

Step 6: Explore other objects and features

Experiment with the “Get Workspaces” object to retrieve a list of your Typeform workspaces. Set up data refreshes, snapshots, and alerts to keep your Typeform data up-to-date and monitor changes.

Use Cases for Analyzing Typeform Data in Excel

  • Organize and manage all forms: Use the “Get Forms” object to retrieve a list of all your Typeform forms and their IDs, making it easier to manage and analyze your form data.
  • Analyze form responses: Import form responses for a specific form using the “Get Form Responses” object. Create charts, perform calculations, and visualize trends in Excel to gain insights from your form data. Set up alerts to notify you via Slack or email whenever a new response is submitted.
  • Track respondent interactions: Use the imported form response data to track which respondents you’ve replied to or who has submitted entries for a contest. The possibilities are endless when it comes to analyzing and acting on your form data in Excel.
  • Manage workspaces: Retrieve a list of all your Typeform workspaces using the “Get Workspaces” object. This is particularly useful when you want to import forms from a specific workspace. Simply get the workspace ID from this import and use it as a filter in a “Get Forms” import.

Tips and Tricks for Analyzing Live Typeform Data in Excel

  • Utilize Excel’s powerful tools like PivotTables and PivotCharts to quickly summarize and visualize your Typeform data for better insights.
  • Create custom reports and dashboards in Excel using the imported Typeform data to share with stakeholders and make informed decisions.
  • Set up automatic data refresh schedules in Coefficient to keep your Typeform data in Excel always up-to-date.
  • Combine data from multiple Typeform objects to create comprehensive reports and dashboards that provide a holistic view of your form performance.

Connect Typeform to Excel in Seconds with Coefficient

Connecting Typeform to Excel using Coefficient simplifies the process of importing and analyzing your form data.

By following this tutorial, you can easily fetch your Typeform data into an Excel spreadsheet and leverage the powerful analysis tools available in Excel to uncover valuable insights from your form responses.

Start using Coefficient today to enhance your Typeform data analysis workflow.

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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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