Zoho Sheet

Zoho Sheet Integration

The Zoho Forms-Zoho Sheet integration allows you to store your form responses in Zoho Sheet and save form attachments and signatures in Zoho Docs or Zoho WorkDrive.

Table of Contents

Overview

When you integrate your form with Zoho Sheet, your responses will be saved in Zoho Sheet as shown below. If you have attachment fields and signature fields in your form, you can also save them in Zoho Docs using this integration. ​

Note:  Entries from Subform will be pushed to Zoho Sheet and grouped under the Subform's name. File and image attachments from Subforms can also be pushed to Zoho Docs.

Setup

To set up Zoho Sheet integration:

  1. Click Zoho Sheet under the Integrations tab.
  2. Click Integrate.
  3. Choose from one of these options:
  • New sheet - Creates a new spreadsheet. You can name it as you please.
  • Existing sheet - Stores form responses in a new sheet of an existing Workbook. The sheet will be named according to your form's name.

New Sheet

  1. Select New Sheet.
  2. Click Choose folder.
  3. In the pop-up, select an existing Zoho WorkDrive folder or click NEW FOLDER to create one to store your sheet, and click ADD.
  4. Give the new sheet a name of your choice in Sheet Name.
  5. Click Save.

Existing Sheet

  1. Select Existing Sheet.
  2. Click Choose sheet.
  3. In the pop-up, select an existing workbook where the form responses will be stored in a new worksheet and click PICK.
  4. Give the new sheet a name of your choice in Sheet Name.
  5. Click Save.

Once integrated, all form responses will be saved in both Zoho Forms and Zoho Sheet. As you add fields to your form, they will be automatically added in the spreadsheet as well.

Note: Data saved in Zoho Forms and Zoho Sheet are independent of one another. Editing the records in Zoho Forms will not alter the data in Zoho Sheet.

Save Attachments to Zoho Docs

You will also find an option to store all the file attachments and signatures collected using your form in Zoho Docs. Choose attachment fields to be saved in Zoho Docs and specify the folder name. All attachments will then be stored in the new folder every time respondents upload attachments to your form.

Note: You will be able to save all attachments in Zoho Docs only if your form is integrated with Zoho Sheet. 

To remove Zoho Sheet integration, click on the Remove integration button and confirm.

Save Attachments to Zoho WorkDrive

You can store all the file attachments and signatures collected using your form in Zoho WorkDrive.

  1. Select the Attachment fields whose files are to be saved in Zoho WorkDrive.
  2. Choose an existing folder in Zoho WorkDrive or create a new one to store the form attachments.

Note: You will be able to save the attachment files in Zoho WorkDrive only if your form is integrated with Zoho Sheet.

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