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Save your Submissions to a Google Sheet

Owned by Former user (Deleted)
Last updated: Jan 05, 2017

Live Forms provides wizards and a Google Connector that support easy direct connectivity with Google Sheets. You'll need a Google account and a Live Forms account.

Each time someone uses and submits your form, a new row is added to your Google sheet.

Let’s look at the most basic and common use case. You have a form and you want to collect your submissions in a Google Sheet.

On This Page:

 

Step 1 - Obtain the Google Account Access token

If you do not have an access token for your Google Account, perform this one time step.

Form designers must obtain a Google access token for every Google account you wish to use with your forms/flows. For example if you connect your forms/flows to a Google account info@frevvo.com and support@frevvo.com, you will need to obtain two access tokens.

Follow these steps to use the frevvo Google connector consent UI to obtain an access token for each Google Account.

  1. Open your web browser and login to your Google Account

  2. Go to:

    1. Live Forms Online Cloud customers: https://app.frevvo.com/google/consent

    2. Live Forms In-house customers: http://<your frevvo server domain name>/google/consent

  3. Click Allow if you see the message below: This gives access to your account even when your device is turned off.

  4. Copy the access token. THIS IS VERY IMPORTANT. The token is used as the password for  wizards and rules.

  5. Repeat steps 1-2 for all Google accounts you will be using with the frevvo Google connector.

    An access token generated for a in-house installation running the Google connector, will not work with the Google connector running in the frevvo cloud. You must generate a separate token for each environment.

It is very important to save the token once you obtain it for a given account. The token allows the connector to access the account. There is a limit on the number of tokens that are issued per client-user combination. If the token limit is exceeded, older refresh tokens stop working.  A token can be revoked if it is not used in a 6 month period.

Step 2: Create your form.

Create a simple example contact form with a few fields. If you need help creating a form, check out the Quick Demo and Form Designer tutorial videos on our website.



Step 3: Create your Google Spreadsheet

Make sure the column header names match the Name property of each control. You can view the spreadsheet we created for the form above at this link (it’s read-only).



See how the column names are Name, Email, Street, City etc. The Name property of the corresponding control in the form is set to match exactly.



Google sheet column names are not case sensitive. So a column name “First Name” is equivalent to a column named “first name”. Also spaces in the column name are ignored. So “first name” is equivalent to "firstname".

Step 4: Connect your form to your spreadsheet using the Save to Google Sheets wizard. 

  1. Edit your form.
  2. Click the  what happens to my data? icon in the designer toolbar.
  3. Click on the Doc URI tab. 



  4. Select the Save Submissions to a Google Spreadsheet wizard. 



  5. This launches the Google Sheet Wizard.
    1. Login using your user id and auth token (from Step 1).
  6. A Spreadsheet dropdown appears listing all the spreadsheets in your Google account
  7. Select the Google Sheet from the list. 
  8. Select the worksheet of your Google Sheet that you want to update with new submissions.

  9. Click Finish on the Wizard 



  10. That’s it. When the form is submitted, the data will be saved to the selected Google Sheet. You can perform all the usual operations on the data e.g. see the Graphs Tab in our example sheet and you can see how we have created some sample graphs to analyze our submission data.

     

Troubleshooting

"An unknown error has occurred" message

You may see the error message "An unknown error has occurred" when selecting your Google sheet from the dropdown after you log into the wizard with your Google account and access code. To prevent this, set the Share permission for your Google Sheet to private then run the Save to Google Spreadsheet wizard. Change the share permission to public once the wizard is completed. Click here for other reasons this error may occur.