Pre-Populating a Form From an Existing Spreadsheet

If you wish to pre-populate a form with data that already exists from a spreadsheet, you can export the data into a csv file and then import it back into FormConnect.

Below is a link from our website blog that explains how this process works.

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 will 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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