Build a Form from a Spreadsheet

 

 

About

Build a form using a sample of your data in a CSV, Excel, or Google Sheets spreadsheet.  From the sample, the data type for each column will be detected, and questions will be created to collect the desired information.

 

Prepare a Spreadsheet

Before you build a form from a spreadsheet, it's important to ensure the spreadsheet is a good data sample.   

Note: Download a sample CSV spreadsheet here.  

  • Each cell in the first row in the spreadsheet will be used as question text ("Last Site Visit", "Reason for Visit", "Customer", etc). Therefore, it should reflect what information the user should enter. 

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  • The following rows should contain examples of the answers being collected (number, text, email, etc).  An ideal sample contains 50 lines of data.

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  • Values such as phone numbers, emails, currency, and date/time can be collected as specific data types. They must be formatted in the sample as follows: 
    • Phone Numbers: 000-000-0000
    • Email: email@company.com
    • Currency: $11.11
    • Date/Time: DD/MM/YYYY HH:MM:SS
    • URL: www.siteurl.com

 

Build a Form

  1.  Under the Manage Forms tab in the form builder, select Create New Form

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  2. Select Build a form from a spreadsheet.

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  3. There are two options for uploading a spreadsheet to build a form depending on your account type. 

    • CSV/Excel: Click Choose File to upload a Microsoft Excel or CSV File from your computer.

    • Google Sheet: If your account is integrated with Google, you can click Choose from Google Drive to use a Sheet from Google Drive.

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  4. In the chosen file location, choose a spreadsheet with which to build the form.

  5. If the upload was successful, the filename will appear in place of No File Chosen.  To upload the displayed file, click Upload.

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  6. Name the form, and review the questions that have been created.  

    • Question Text: The question that is displayed to mobile users.

    • Data Type: The type of data (information) that will be collected (number, text, etc.).

    • Dropdown List?: If selected, users will be limited to choosing from a short list of options in a dropdown menu.  

    • Dropdown List Options: If Dropdown List? is selected, this editable list shows the options users will be able to choose from. Each option must be separated by a comma (,).

    • Add: Add another question to the form.

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  7. To save changes and create the form, click Create.

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  8. The form will load in the Form Builder, where you will be able to deploy the form, or make changes to it.

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