Reasons to Integrate Formsite with Google Sheets

• Google Sheets integration sends results from a form directly to a Google Sheet in Google Drive, streamlining data collection.
• You can save form results to a Sheet within a shared drive using a G Suite account, making collaboration easier.
• Any edits made to results in Formsite are automatically updated in the corresponding Google Sheet, ensuring consistency.
• If a result fails to send to the Google Sheet, it can be easily resubmitted via the form's Results page.
• The creation of columns in the Google Sheet occurs during the setup of the integration, simplifying initial configuration.
• The integration is designed to send only new results to Google Drive, preventing duplication and keeping data current.

Setting Up Formsite Google Sheets Integration

To integrate Formsite with Google Sheets successfully, specific requirements and steps need to be followed. This process ensures that every new form submission is automatically sent to a Google Sheets spreadsheet, facilitating immediate data organization and analysis. Below is a step-by-step guide on what you need to set up the integration efficiently.

1. Connect your Google account to your Formsite account to start the integration process.
2. Go to the Form Settings -> Integrations -> Google Sheets page on your Formsite account to enable the Google Sheets integration.
3. Once the integration is enabled, decide which form results and items you wish to be automatically saved into the Google Sheet.
4. Understand that the integration will update only the first sheet in the Google Sheets file, so it is recommended not to customize this sheet to prevent file size issues and syncing problems.
5. Create a second sheet within the Google Sheets file to reference and organize the data from the first sheet. This second sheet can then be customized and styled according to your preferences without affecting the integration.

Formsite Integration with Google Sheets

Integrating Formsite with Google Sheets can be accomplished in several ways, ensuring that the data collection process is streamlined and efficient. This integration allows for real-time updates, customization of results, and the ability to work collaboratively through the G Suite Shared Drive. Below, we will explore the different methods to integrate Formsite results with Google Sheets and an alternative solution using Sourcetable for data synchronization.

Enabling Google Sheets Integration

To begin the integration process, you must enable the Google Sheets integration in Formsite. This will set up your form so that every new result is sent to a Google Sheets spreadsheet as a new row, effectively creating a real-time backup of your results. The integration is designed to automatically insert results into the spreadsheet without additional input once set up.

Connecting Your Google Account

Integration requires the connection of your Google account with Formsite. By connecting your account, Formsite gains the authorization to fill the chosen Google Sheet with form results. This connection is necessary for the initial setup and for maintaining the flow of data between Formsite and Google Sheets.

Customizing Data Sync

One of the key benefits of this integration is the ability to customize which results and form items are saved to your spreadsheet. This allows for selective data entry, ensuring that only relevant data is transferred. However, be aware that you should not customize the first sheet of the Google Sheets file directly, as this can lead to syncing issues.

Managing and Organizing Data

While customization of the first sheet is not recommended, you can create a second sheet within the same Google Sheets file to style or reorganize your data. This second sheet can reference data from the first sheet, allowing you to manipulate the data without disrupting the direct integration and flow of new form results.

Handling Errors and Issues

If you encounter an error message during the integration process, it's important to verify the authorization between Formsite and Google Sheets. Additionally, if the error message indicates a 'read timed out,' this could suggest that the Google Sheets file has grown too large, which may require you to break down your data into more manageable chunks or create a new spreadsheet.

Alternative: Syncing with Sourcetable

As an alternative to direct integration, Sourcetable offers a way to sync your live data from almost any app or database, including Formsite. This can be an ideal solution for users looking for a more flexible and extensive data management system. Sourcetable can help streamline the process of syncing and organizing data from multiple sources into a cohesive and easily manageable format.

Common Use Cases

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  Insert results from formsite into your google sheets or a g suite shared drive
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  Publish results for use with other applications or partners
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  Share your spreadsheet with your team for collaboration
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  Apply formsites results views and filters to only insert the data you want
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  Save results to google sheets as an extra backup

Frequently Asked Questions

How does the Google Sheets integration work?

The Google Sheets integration works by sending every new result to a Google Sheets spreadsheet as a new row.

Can I send the results to a different sheet in the spreadsheet file?

No, the integration always sends results to the first sheet (the first tab) in the connected spreadsheet file.

Can I reorganize or style the data in the spreadsheet?

Customizing the first sheet is discouraged because it makes the file larger and may cause problems with syncing data. The recommendation is to make a 2nd sheet (a 2nd tab) and reference the first sheet's data, then style or reorganize the data on the 2nd sheet.

What happens if the columns don't line up anymore?

If the form items change, the columns won't line up correctly. When new results are added, they are added as new rows. You can move the empty sheet to the first position to make the column headers remade when the next result is received.

What does it mean if I get an error message?

If you get an error message, first edit the result in the Results Table and click the Update button. If the error disappears, the transfer was successful. If the error persists, you need to follow the instructions for verifying the authorization on the Form Settings -> Integrations -> Google Sheets page.