{"id":17076,"date":"2021-06-14T11:37:50","date_gmt":"2021-06-14T15:37:50","guid":{"rendered":"https:\/\/www.gravityforms.com\/?p=17076"},"modified":"2021-06-14T12:39:09","modified_gmt":"2021-06-14T16:39:09","slug":"how-to-export-form-entries","status":"publish","type":"post","link":"https:\/\/www.gravityforms.com\/how-to-export-form-entries\/","title":{"rendered":"How to\u2026 Export Form Entries"},"content":{"rendered":"

\"Forms\"Web forms allow you to gather all sorts of information. But, aside from collecting information, your form plugin should also allow you to view entries as well as export them. Gravity Forms makes it easy to do both!<\/p>\n

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In this tutorial, we\u2019ll take a look at why you may want to export form entries, how to use Gravity Forms to export form entries, and show you a few additional options for exporting gathered form data. Let\u2019s begin!<\/p>\n

Why Export Form Entries?<\/h2>\n

Gravity Forms is the #1 WordPress form builder on the market, enabling you to connect with your audience and effortlessly collect the information you need. However, data collection is only part of the path to success. To ensure your business achieves its goals, it is important that you can transfer your form data to the right platforms and services for the job.<\/p>\n

Although Gravity Forms integrates with numerous third-party services, there may be situations where you want to use a platform that doesn't have a purpose built add-on for our plugin. In this case, manually importing your form entries into another program, where you can manage them with ease, makes sense.<\/p>\n

For example, you may want to export your form entries to your CRM so you can automate the follow up messages with potential clients and customers. Or you may want to export your entries so you can add them to your helpdesk software or accounting software.<\/p>\n

If you have collected a high volume of submissions, or if your forms contain a large number of fields, then sorting through this data within your WordPress admin can also be frustrating, time-consuming, and ineffective - best move this data to a tool that will meet your business needs.<\/p>\n

How to Export Form Entries With Gravity Forms<\/h2>\n

Now that we\u2019ve covered why might want to export form entries, let\u2019s look at the steps you\u2019ll need to go through to do this. For the purposes of this tutorial, you\u2019ll need Gravity Forms installed and activated on your WordPress website.<\/p>\n

Step 1: Log In To Your WordPress dashboard<\/h3>\n

Start by logging into your WordPress dashboard and navigating to Forms > Import Export<\/strong>. Click on the first tab that says Export Entries<\/strong>.<\/p>\n

Step 2: Select Form Entries<\/h3>\n

In this step, you can select the form whose entries you want to export. If you only have a singular form, this step is easy. But if you have multiple forms and you want to export entries for all of them, you\u2019ll need to repeat this and the following steps for each form.<\/p>\n

\"ExportEither way, select your form from the drop-down menu and then select which fields you want to export. All you have to do is tick the boxes next to the appropriate fields.<\/p>\n

\"Export<\/p>\n

Step 3: Configure Additional Export Options<\/h3>\n

Aside from fields, Gravity Forms allows you to configure additional export options. You can use conditional logic to export only entries if certain conditions are met. For example, you can set up your form to export entries only if the payment has been authorized or paid.<\/p>\n

\"ConditionalOr, you could export entries only if the preferred method of contact is email or if they choose a specific service. This allows you to export only relevant form entries so you can properly follow up, process, and categorize the entries.<\/p>\n

Another option you have when it comes to exporting form entries is to only export entries within a certain date range. This is useful if you have time sensitive entries.<\/p>\n

For example, if you\u2019ve run a contest and need to export entries from contest entrants so that you can select and notify the winner. Or, if you conduct a regular annual survey, maybe you want to export entries from that particular year.<\/p>\n

Step 4: Download the Export File<\/h3>\n

Once you\u2019ve configured all the options to your liking, the last step is to download the export file. Click on the blue button and you\u2019ll see a notification prompting you to save the file.<\/p>\n

Choose a location on your computer where you want to save it and then press OK<\/strong>. Gravity Forms will then download the export file to your computer. Keep in mind that the file will save in CSV format.<\/p>\n

Other Ways to Export Form Entries<\/h2>\n

As you can see, exporting form entries with Gravity Forms is not difficult at all. However, that\u2019s not the only way to do it. You can also use one of our add-ons to export your form entries or save them in a more convenient place. Let\u2019s take a look at a few of those options now.<\/p>\n

Send Your Form Entries To Third-Party Apps<\/h3>\n

\"Zapier\"One useful add-on for Gravity Forms is the Zapier Add-On<\/a>. Zapier is an automation tool that allows you to automate certain tasks and save time in your workflow. It connects two or more apps together and allows you to send data between those two apps so you don\u2019t have to enter it manually.<\/p>\n

For example, you can use the Zapier Add-On in many different ways:<\/p>\n