Receive the data, per submission, in Excel format! Configure an email with an Excel file that you’ll receive after sending a submission.


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This feature is available in the Branch, Tree and Forest plans. Check our plans.


1. Add the Excel integration

Go to the MoreApp Platform, select a form and click on Edit Form. Access the Integrations tab and click on Add Integration. Select the Excel integration and click on Add.


Note: This integration will trigger an external system on each submission. You will receive an Excel file every time a form is being sent.

MoreApp Integration - Excel


2. Create the Excel template

Open Excel and design the template that will show your data. Use placeholders in your Excel template in order to know where the form entries need to be placed. You will know which are the correct placeholders to use by checking the data names of the widgets.


Note: Data names of the widgets can be found when activating the advanced mode of the widget's properties panel.


When creating the Excel template, most of the widgets need to be configured using the placeholder ${dataname}. For example, a Text-widget named ‘Company’ will have the placeholder ${company} in the template.


However, some other widgets use a different placeholder: ${%dataname} 

This placeholder can be used for the Photo- and Signature-widgets. In the case of a Photo-widget, the placeholder will be ${%photo}.


Check the following image as an example of how the placeholders will look in your template.


Excel template with MoreApp placeholders


Notes: 

  • You can add data in multiple tabs if needed.

  • The images exported to the Excel sheet (photos and signatures) will have a very small size.

  • Data entered with Subform-widgets is not supported by the Excel integration.

  • Video-, Catalogue-, PostcodeNL- and Pin-widgets won't be visible in the export. 

  • You can also add formulas to your Excel sheet if you need to do calculations with the results of your forms.

  • Photos are shown as thumbnails. You can not adjust the size of the photos.


3. Configure the integration

Now that you have successfully created your template, go back to the Platform and start configuring the Excel integration.


First of all, you will need to upload an Excel template. Click on Select file and choose the template you have just created. 

  • At Excel file name, write the name of the export file that will be attached to your email.

  • At the Recipients field, type in the email address of the person who will receive the file. Use a comma to separate the emails if there is more than one.

  • At the Dynamic recipient field, you will have the possibility to send the file to a different person each time. This option uses the Email-widget in your form, as a recipient. 

  • Select Copy to user if you want to send a copy of the Excel to the user who filled in the form.

  • Select Attach images in order to attach the images and signatures to the email.


Excel integration - MoreApp configuration


You can also select the quality of the images you will receive. The section Image Quality is set to Fast, by default, but you can select the option you prefer: Fast, Normal or Quality. 


To finish the configuration, type a Subject line and Body for the email. You can also use placeholders.  


Click on Validate


Excel integration - MoreApp email configuration


Note: If an error occurs after validating or your template is not working well, this means that there are wrong placeholders used in the Excel file. 


Once you are finished editing the form, click on Save & Publish


4. Congratulations!

You will receive an Excel file with the data of your form after a new submission is done.


Here an example of the Excel file:


Excel file - MoreApp submission


Tip: If you don't want to receive two emails, you can remove the email that MoreApp generates, under the Email tab, by clicking on the trash icon.


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