The Excel Online connector automatically pushes form-captured data as new rows into an Excel worksheet.

Adding the Connector

Follow these steps to link your form to an Excel Online worksheet:

1. Navigate to App Workshop > Forms.
2. Hover over your desired form and click the Connect icon.
3. Click the Add Connector button (top-right).
4. Select Excel from the options.

Note: The page will refresh with the connector added. Changes are not live until you click Save. You can also access this via the Connectors tab while inside the Form Designer.

Quick Access Tip

If you are already inside the Form Builder or Settings view, you don’t need to go back to the main menu. Simply click the Connectors tab located directly under the form title at the top of the screen.

Configuration Settings

Destination & Location

• Site Name: * If using MS Graph, this field is required.
  • OneDrive Business: Enter the SharePoint site URL, Site Name, or Sub-site Name. Use the Search icon to browse available sites.
  • OneDrive Personal: Leave this field empty.
  • If you’re using an App-Only Microsoft Graph Connection with restrictive permissions (e.g., Sites.Selected), site search is disabled; you must provide the full SharePoint site URL (e.g., tenant.sharepoint.com/sites/mysitename) to establish the connection.
• Document Library: Choose the library where the file resides. Defaults to “Shared Documents.” (A Site must be selected first).
• Folder Path: (Optional) Enter the path using the format Folder/SubFolder.
• User ID: Required only for App-Only MS Graph connections. Enter the User Object ID here.

File & Worksheet Logic

• File Name: Enter your desired name. The Excel file will be created automatically upon the first form submission.
• Worksheet Name: Specify the exact tab name within the Excel file where data should be written.
• Update Worksheet Headers: If enabled, the system refreshes the header row in Excel each time the connector runs to ensure it matches your form.

Data Mapping & Privacy

• Data Columns: Select which form fields should be sent to Excel.
  • Auto-Creation: Upon the first entry, the system will automatically create Excel columns that match your selected form fields.
• Anonymize Personal Data: If enabled, any fields marked as “Personal Data” will be converted to a non-human-readable format before being sent to the spreadsheet.
• Run Conditions: Use the Hammer icon to set formulas that determine if a row should be added based on specific form answers.
  Common Form Connector Settings

Verification & Sync

1. Save: Hit the Save button in the top-right corner to activate the connector.
2. Sync: Ensure user devices are synced to receive the updated connector settings.
3. Confirm: Once a form is submitted, open your Excel file in OneDrive or SharePoint to verify the new row has been appended.
   Or, view the Connector Logs within our platform’s Data Feed view.

Tips & Tricks

Dynamic File Names

By using the Hammer icon next to the File Name field, you can create dynamic spreadsheets. For example, using Invoices-{{Month}} will automatically create a new Excel file for every month, keeping your data organized without manual intervention.