Microsoft Excel Integration & Automation

Microsoft Excel Forms Integration

Integration Overview

With the integration for Formstack Forms, you can export form responses to Excel automatically. Set up Excel automation workflows that keep your spreadsheets organized without the need for time-consuming data entry. The integration is simple to set up, and your form submissions will never be missed.

You can connect Forms to Excel in two ways depending on what’s best for your workflow: Microsoft Power Automate or Zapier.

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Partner Overview

At Microsoft, our mission is to empower every person and every organization on the planet to achieve more. Our mission is grounded in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world.

Use the integration to:

Map form fields to columns in your Excel sheets so data is populated automatically every time a form submission goes through.
Quickly update spreadsheet lists for projects, events, surveys, and more so your team can stay informed and on track.
Create seamless Excel automation workflows that help you eliminate busywork and open up more time for the tasks that matter.

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What You Need

Formstack Forms account
Excel account
Power Automate account or Zapier account

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How It Works

Within your Formstack Forms account, build your form then head over to Power Automate to select your flow.
Follow the prompts to authenticate your accounts within Power Automate.
Select your form and set up your flow by choosing Excel Online, your form action, and which Excel file you’d like data to be populated into. After you map your fields, you’ll be ready to go!

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Find Out More

To learn more about our Excel integration options, check out these help articles:

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