How to Import Folders Data from Jotform into Excel

Getting your Jotform Folders data into Excel helps you manage folder organization and collaborate effectively. Coefficient makes this process seamless and automatic.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn exactly how to import your Jotform Folders data into Excel efficiently.

Step-by-Step Guide to Importing Jotform Folders Data

Here’s how to connect Jotform to Excel and pull in your Folders data.

Step 1: Install Coefficient and Connect Jotform

First, you need to add Coefficient to your Excel application.

1. Open Excel.
2. Go to the Insert tab.
3. Click “”Get Add-ins””.
4. Search for “”Coefficient”” and install it from the Office Add-ins store.

Once installed, open the Coefficient add-in from the Insert tab or the Home tab (depending on your Excel version). You’ll be prompted to connect to your data sources. Select Jotform and follow the prompts to authorize Coefficient to access your Jotform account.

Step 2: Import Folders Data

With Coefficient connected, you can now pull your Folders data.

1. In the Coefficient sidebar, click “”Import from…””.
2. Select Jotform from your list of connected sources.
3. Choose “”Objects”” as the data type.
4. Select “”Folders”” from the list of available objects.
5. • Choose the specific columns (fields) you want to import.
   • Apply filters to narrow down the data if needed.
   • Sort the data if needed.
   Configure your import:
6. Click “”Import””.

Your Jotform Folders data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Folders data in Excel always current, set up an auto-refresh schedule.

1. In the Coefficient sidebar, find your newly created Jotform import.
2. Click the “”Refresh”” button options (the clock icon).
3. Select “”Set up auto-refresh””.
4. Choose your desired frequency (e.g., daily, hourly, weekly) and time.
5. Click “”Save””.

Coefficient will now automatically update your Folders data in the background according to your schedule.