Importing Data From an Excel Spreadsheet into FormConnect

There are times when you need to import data into the FormConnect app from an external program such as Microsoft’s Excel spreadsheet. Below are the instructions for accomplishing this task.

Importing from a Excel:

1. Create the form first.

2. Save the Excel spreadsheet as a CSV file.

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3. Make sure the field names on your form and the CSV file match (they’re case sensitive).

4. Email the CSV file to yourself or store it in a Dropbox folder where you would have access to it on your iPad.

5. Tap on the file and select the Open In (FormConnect) option.

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6. Select the form to import the file.

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