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Cognito Forms + Microsoft Excel

Create entries in Cognito Forms from new rows in Microsoft Excel for seamless data management

Speed up the process of adding new entries to your Cognito Forms by using this handy workflow. When a new row is added to your Excel table, this setup seamlessly generates a corresponding entry in your desired form. Save time and ensure consistency across your platforms by using this easy automation.

Speed up the process of adding new entries to your Cognito Forms by using this handy workflow. When a new row is added to your Excel table, this setup seamlessly generates a corresponding entry in your desired form. Save time and ensure consistency across your platforms by using this easy automation.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    Cognito FormsCognito Forms
    Create Entry

    Creates a new entry.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Plan Restrictions

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more

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  • Forms & Surveys

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excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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