This Gravity Forms AddOn saves form data into a given Excel document and attaches it to notification emails. You don’t need any programming skills to get native Excel documents back as the result of your Gravity Forms web form. After uploading your Excel 2007 file (.xslx, other versions are not supported) the form data is saved into one sheet (which you can define) of your document. You can then select to which notification emails this Excel file should be attached to. Using simple Excel formulas (=A1) you can fill out complex Excel sheets with data from the web form. No further export or import of CSV data is required.
Operating instructions
- Create your form with Gravity Forms
- Give all your fields admin field labels (under the tab “Advanced”)
- Create your notification emails
- Open the GF2Excel form settings, upload your Excel file, type in your sheet number to insert the form data and finally select the notifications you would like to attach the filled in Excel file.
- Submit your form and open your Excel file. Connect your actual form fields through formulas (=A1) with data of the sheet which is filled by Gravity Forms. The admin field labels will help you to associate the data with the form fields.
- Open the WP4O-GF2Excel form settings again and upload the Excel file with your formulas.
- Repeat steps 5 and 6 until you are satisfied with the result.
- Be happy
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.