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. ​

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.

Note: The option to store your sheet in a folder of your choice will be available only if you have accessed Zoho WorkDrive. Or else, your sheet will be stored under All Files in Zoho Docs by default.

  1. Give the new sheet a name of your choice in Sheet Name.
  2. Click Save.

Existing Sheet

  1. Select Existing Sheet.
  2. Click Choose sheet.
  3. In the pop-up, select an existing workbook from Zoho WorkDrive, where the form responses will be stored in a new spreadsheet. Click PICK.

Note: If you have not accessed Zoho WorkDrive, you can select an existing workbook in Zoho Docs from the dropdown, where the form responses will be stored in a new spreadsheet.

  1. Give the new sheet a name of your choice in Sheet Name.

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

Integration Settings

Under Integration Settings, you can select the information you wish to add to the worksheet from the following options: 

Payment Information 

This option adds the payment details like Payment Amount, Payment Status, Payment Currency, and Payment Merchant as separate columns to the spreadsheet if you have a Payment field configured in your form. 

UTM Tracking 

This option adds the default UTM tracking parameters like utm_source, utm_medium, utm_campaign, utm_term, utm_content, and the custom parameters as separate columns to the spreadsheet if you have enabled UTM tracking for your form. 

Geolocation

This option adds the respondent location details like Submitters Location, Submitters Latitude, Submitters Longitude as separate columns to the spreadsheet if you have enabled the Geolocation option in your form. 

Added Email ID

This option adds the respondents' Email IDs as a column in the spreadsheet if you have shared your form privately within an organization. The Added Email ID of the respondents filling out your form using its public link will be pushed as Unknown.

Referrer Name

This option adds the source from which the form was filled as a separate column in the spreadsheet.

Note: If you wish to remove any of the information from this integration, you must remove and re-configure the integration.

Save Attachments

You can choose to store all the file attachments and signatures received through your form in either Zoho WorkDrive or Zoho Docs.

Note: If you have already accessed Zoho WorkDrive, the option to save your form attachments to Zoho Docs will not be available while integrating your form with Zoho Sheet.

Save Attachments to Zoho Docs

You can store all the file attachments and signatures received through your form in Zoho Docs. 

To do this, 

  1. Under Zoho Docs, select Yes.
  2. Select the Attachment and Signature fields that you wish to store in Zoho Docs. 
  3. Specify the Folder Name. A new folder with the given name will be created in Zoho Docs, where the received form attachments will be stored.

 

Save Attachments to Zoho WorkDrive

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

To do so,

  1. Under Zoho WorkDrive, select Yes.
  2. Select the Attachment and Signature fields that you wish to store in Zoho WorkDrive.
  3. Choose an existing folder or create a new folder in Zoho WorkDrive where the received form attachments will be stored.
 

​To remove Zoho Sheet integration, click Remove Integration.

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