The Excel Online form connector allows for form-captured data to be pushed as rows into an Excel worksheet.
Note: Requires a successfully authenticated MS Graph Connection.
Adding an Excel Online Connector
On the Connectors page of a Data Entry Form, you can 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.
Options available to you range from a custom file name, a specific worksheet, select form fields as data columns, or a run condition that triggers the connector based on a formula.
| Property | Description |
| Site Name | If using OneDrive for Business or Sharepoint, Enter the site or sub-site name. If using OneDrive Personal, no value is needed. |
| File Name | Enter the desired file name. Your Excel file will be created automatically upon first entry. |
| Worksheet Name | Specify the worksheet's name in your Excel file to which your data will be output. |
| Folder Path | Optionally, enter a folder path on OneDrive to place the exported file. The path should be entered in the following format: 'FolderName/AnotherFolder/FileGoesInThisOne' |
| Data Columns |
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 it. Once user devices have synced, the form will push data to your Excel Online file.
Note, if the MS Graph Connection was App-Only authenticated, the user will need to specify a User ID (also referred to as the User Object ID).
