Once you’ve had customers fill out your forms, you may want to export the entries into an Excel spreadsheet. This is very easy to do. Just go to the submenu on Forms in your dashboard on the left you will see a “Import/Export” option. Click on that screen at the top by default you will be in “Export Entries”. Then, use the drop down to choose the form you want to export. Either select all entries, or just the ones you want. You can also export entries for only a certain date range.
Entries are automatically exported as a CSV file, but they can easily be saved as an Excel spreadsheet. Watch the video below to see exactly how it is done. I’ve done this on a mac, but doing it on a pc works the same way.
Diego says
Hello, thanks for the info! I might be asking about something else but still related! 🙂 I have exported the info from gravity forms to csv but when I open it I don´t get a column layout I only get divided by commas fields and it´s ok and all but I would save a lot of work if i can get it divided in to columns, any ideas? thanks a lot!
Laura Hartwig says
Did you save it as an Excel spreadsheet, like I suggested? CSV file format means separated by commas. If you save as Excel, it should change those into columns for you. Let me know if you are still having problems and I’ll create a video on that specifically. Hope this helps!
Yves says
Hello,
Do you know a way to export ALL entries of ALL forms at once. I have over 200 forms and need the entries in excel. Hope there is a more convenient way than exporting form after form 😉
Kind regards,
Yves
Laura Hartwig says
Hi,
Unfortunately, I don’t know a way to export them all at one time. Usually that would be problematic because they would have different entry fields. I guess the big question is why do you need over 200 forms? If they are for similar things, you can easily combine multiple forms by using conditional logic.
Jennifer says
Greetings – I have a problem – when I export the csv, the customer comments section of my form may or may not contain commas which are messing up the import and putting entries on multiple lines in excel. Any thoughts?
Laura Hartwig says
Ah, that is a tough one. Without getting too deep into the code, my best answer would be to ask people in the description not to use commas. I know that’s not super helpful. Otherwise, you could try using Excel’s import functionality that allows you to specify the format (auto, text or date) each column shoudl be interpreted as. You can find it as Data → Get External Data → From Text in Excel 2007/2010.
Or Data → Import External Data → Import Data in Excel 2003.
Here’s an image of the Excel 2003 Text Import Wizard in action on the example data given, showing me importing the latter two columns as text:
(found this info here: http://superuser.com/questions/318420/formatting-a-comma-delimited-csv-to-force-excel-to-interpret-value-as-a-string)
Not sure if this is helpful or not, since I have not done this myself. Please let me know. Good luck!
yvessanYves says
Converting the GF export (csv) to a more useful excel is indeed problematic. The best way I have found is to use zamzar.com.
Laura Hartwig says
Thanks for the tip!
Laura Hartwig says
I just thought of something else that might help. Have you tried using Zapier.com to export your Gravity Forms to a Google Spreadsheet? While I’m not crazy about Google Drive, this could be easier than trying to convert to Excel. I’m planning on writing a tutorial on exactly how to do this soon. Hope this helps!
Anthony C. says
This can be done programmically. It takes some work. I’m working on a data entry program right now for about the last 6 months and we’ve designed our own version of exporting and importing. Anything you want basically. With the help of Gravity Forms, WordPress, PHP, jQuery, & JavaScript basically anything you think you can do.
Let me know if you need any help and I’ll do my best to assist.
david says
Hi Laura, Thanks for this, I’m a newbi to gravity forms, but I thought maybe a solution for the rogue commas might be to define some sort of validation for the input field on the form that would reject commas, or only accept letters and numbers – is this something that could be simple to do?
Laura Hartwig says
Hi David, thank for your idea. Although certainly possible, how easy it is depends on your skill level. You could try using Gravity Forms hooks, like mentioned here: http://www.gravityhelp.com/documentation/page/Using_the_Gravity_Forms_%22gform_validation%22_Hook
I’d love to hear if you use it.
Joe Trusty says
Great article. I use Gravity Forms Export to CSV, and can create a date-range to export from, was wondering if you knew of any ways to expand on the functionality of the search, maybe add some filters so that I could export by a specific name.
Laura Hartwig says
Hi Joe, I’m glad you liked the article. Of course you know that you can export only the fields you want, but I don’t think there is the option to search and export by your search. I know they were thinking of creating this functionality, but I don’t think it ever got added to the plugin. I think you would have to export first, and then narrow your Excel spreadsheet by the results you wanted. However, you might want to give Gravity Wiz a try. I believe he works for GF and might be able to provide more help. I would love to hear about it if you do find an answer.
Laura Hartwig says
Hi Joe, I was just reviewing the Gravity Forms video that I’m about to publish on Saturday and noticed that you can use Conditional Logic when exporting entries, so perhaps you can use that to only get the just the results you want? The option is just above the date selection. Hope this helps!
Soumyadip Guha says
Hello,
We have used Raisers Edge software. Actually after export all data from Gravity form, when we import these data’s in Raisers Edge software, Data’s are not imported in Raisers Edge. It shows in excel sheet there is capitalizing issues or fields need to broke into separate field.
So can you please let me inform that, is Gravity form export csv working with Raisers Edge software?
Thanks
Laura Hartwig says
I’m sorry, I haven’t worked with Raisers Edge. Have you checked the Gravity Forms entries to see if the capitalizing issues are there as well? Perhaps you need to break some of your form questions into multiple question. You should really speak with someone from Raiser’s Edge support to help you with this.