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Excel Online Plugin

Send new form responses to an Excel Online Workbook (automatically created for you)

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Available on plans: Professional, Premier, Enterprise

Use the Excel Online plugin to sync new form responses straight to an Excel Online Workbook to always backup your response data, or use for any purpose you need.

✨ Pro Tip: Before setting up this plugin, it’s recommended to finish your form as we automatically transfer all your form field labels into your Excel Workbook, aligning the data under the correct column names.

Setup the Plugin

Navigate to the Plugins tab on your selected form, choose “Excel Online” then click the Connect to Microsoft button to launch the authorization popup:

Connecting to the Excel Online Plugin

This opens an authorization window where you can select an account or sign in:

Connect to Microsoft Authentication and select your account

The following window will detail the permissions we need to access your OneDrive, create an Excel Workbook sheet, and populate it with responses:

These permissions are required by any Excel Online integration to allow us to create and update your spreadsheet. We do not read any data or change any data other than the connected spreadsheet.

Allow the Excel Online Plugin access to create and update the Spreadsheet in your OneDrive

Select “Allow” to continue. You will then be redirected back to the Form Falcon plugin to complete the authorization process.

🎉 Fun Fact: You can use a different Microsoft account for each form, giving you complete flexibility on where the data gets sent.

We automatically create an Excel Workbook for you and link it to your form, you’ll see a link to the Excel Workbook sheet upon successful setup:

Linked to Excel Online Plugin demonstrates the automatically created spreadsheet and plugin options

Plugin Demo

Let’s assume you just setup the Excel Online Plugin on this example form, take note of the field label names:

An example form we've connected the Excel Online Plugin to

Here’s what the Excel Workbook would look after you’ve connected to the plugin, with your form labels (which can be manually changed at any time in future):

Excel Workbook showing the form labels populated as column titles with additional createdAt timestamp

The “createdAt” column is added automatically so you know when each response was recorded, and is set to your chosen Timezone.

Now when form responses are sent, you’ll see a new row added per response:

Excel Workbook showing a form response added to the document after sending a test response

Unlike Google Sheets, Excel Workbooks require a page refresh to see the latest data after a form response has been sent.

That’s it! You can contact us for help anytime.