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"Every time I copy and paste form responses into Microsoft Excel, I feel like I'm reaching my limit..."
Have you ever felt that way?
Forms used in daily tasks. They should be convenient, but the work of aggregating and transcribing data can become a significant burden before you know it.
However, by integrating forms with Microsoft Excel via API, you can automatically record and organize response data.
This article introduces specific workflows to connect major form tools with Microsoft Excel.
All of them can be started without any coding, so you can try them out today.
Yoom provides templates for automating workflows using Microsoft Excel and forms! If you want to try it out right away, click the banner below to get started!
By integrating the APIs of various forms with Microsoft Excel, you can automatically link form response data to Microsoft Excel!
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of Microsoft Excel and forms. Registration takes only 30 seconds, so feel free to give it a try!
You can automatically link Yoom form response data to Microsoft Excel.
Yoom Form allows you to use response data as is, making it easy to achieve data integration without complex operations, which is its appeal.
You can automatically integrate response data from Google Forms with Microsoft Excel.
If you are using Google services, you can create a wide range of data format forms for free with Google Forms, which can also be integrated with Microsoft Excel.
You can automatically integrate Typeform response data with Microsoft Excel.
By connecting Typeform's intuitive form operations with Microsoft Excel, both form respondents and administrators will experience improved form usage and data management.
You can automatically integrate response data from Jotform with Microsoft Excel.
You can seamlessly integrate response data from forms created with Jotform's extensive widgets into Microsoft Excel.
You can automatically integrate Tally response data with Microsoft Excel.
Even simple Tally forms can integrate data with Microsoft Excel by using the API. This is recommended for those who want to manage data effectively, even with minimal forms.
You can automatically integrate response data from Zoho Forms with Microsoft Excel.
For those familiar with using Zoho services, this form can also be integrated with Microsoft Excel to facilitate the transfer of response data.
Let's get started with creating a flow to integrate Microsoft Excel with forms! This time, we'll use Yoom to proceed with the setup without any coding. If you don't have a Yoom account yet, please issue one from the registration form here.
[What is Yoom]
This time, we will create a flow bot that adds records to Microsoft Excel based on form responses!
The creation process is broadly divided into the following steps:
Here, we will integrate Yoom with each app to enable operations.
First, log in to Yoom, press My Apps on the left menu, and then press the "+ Add" button on the right.
Microsoft Excel Integration
1. Search
Enter Microsoft Excel in the search box and click the Microsoft Excel icon.
2. Sign In
Sign in with the account you want to integrate with My Apps.
Click "Next" to go to the password entry screen, then enter your password and sign in.
Return to the Yoom screen, and if the following display appears, the integration is complete!
[Note]
"Microsoft 365 (formerly Office 365)" has personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
Now let's start creating the flow!
There is a template to make it easy to set up, so let's copy this first.
Log in to Yoom and click "Try it" on the banner below.
1. Click "View details" on the banner above.
2. If you haven't registered for Yoom yet, register now.
*If you've already registered, the login screen will appear, so enter your login information.
The template will be copied to your Yoom admin screen as shown below, so click OK to proceed with the settings.
1. Select the Trigger
This is your first setup! First, click on "Form".
2. Create a Form
This time, we created a form like the one below.
You can add or delete questions, so customize it to your liking!
Some settings can only be configured with a paid plan, so please refer to this page to set them up.
Once you've finished entering the information, press "Next" to proceed.
3. Confirm Form Display and Detailed Settings
Select the red frame below to preview the form content you just set up and make sure it is reflected correctly.
If there are any errors, go back to the previous screen and correct them.
If the preview is correct, try entering sample answers in the fields below.
Once you're done, select "Save" and move on to the next step!
1. Select the Trigger
Click "Add record".
2. Database Integration
Here, we will set up the form we created earlier to reflect the responses to the form in Microsoft Excel.
This time, we created a Microsoft Excel file like the one below.
Please save the Microsoft Excel file you created on OneDrive or SharePoint.
Once your Microsoft Excel file is ready, return to the Yoom screen.
The account information at the top of the page will reflect the information you entered in step 1.
Proceed to the bottom of the page and fill in the "Database Integration" fields.
Once you've finished entering the information, click "Next" to proceed.
3. Advanced settings for database operations
Here, we'll set up how the form responses will be reflected in a Microsoft Excel file.
As shown in the image below, when you click on the input field, the form responses will be displayed, so please select the one that matches each item.
This time, I set it up as follows!
Once you've finished entering the data, try running "Test"!
If the test is successful, the data should be reflected in the Microsoft Excel file you set up, so check it out.
If the form response data is reflected as shown in the image below, then it's OK!
Finally, return to the Yoom screen and click "Save."
Good job! All the settings are now complete.
Once the settings are complete, the following menu will appear, so turn the trigger on.
Now that all the settings are complete, let's check that it works!
In addition to the integration with forms introduced here, you can also add content received in Outlook or automatically add registration information from Notion or Salesforce to Microsoft Excel.
In this way, you can automate a variety of tasks using the Microsoft Excel API, so if there are any that interest you, please give them a try!
If you can automatically reflect the information collected from the form directly into Microsoft Excel, the work becomes much easier, doesn't it?
The comfort of having data organized timely without worrying about transcription errors is something you won't want to give up once you experience it.
This time, we introduced examples of integration with various form tools, starting with Yoom forms.
All of them can be set up in minutes using templates, so try starting with the flow that interests you.
The first step to efficiency is to "not transcribe".
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