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Google SheetsPRO

This knowledge base article relates to the WS Form Google Sheets add-on. Included with the Agency edition or buy separately for other editions.

The Google Sheets add-on lets you push form submissions as new rows in a Google Sheet and create new forms from your Google Sheets in a single click on the add form page.

Note: In order to use the Google Sheets add-on, you just need at least one sheet that has field headings in the columns of the first row. For example:

Google Sheets Example

Installation

The Google Sheets plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the Google Sheets plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the Google Sheets tab at the top of the page.
  4. Enter your license key.
  5. Click the Activate button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to Google Sheets

In order to use the add-on, you need to connect it to Google Sheets. Connecting is easy!

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the Google Sheets tab at the top of the page.
  4. Click Connect and follow the onscreen prompts

If you do not have a Google Sheets account, you can create a new account here.

Creating a Form for Google Sheets

Automatically

WS Form can create a form for any of your Google Sheets forms in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a Google Sheets form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the Google Sheets tab at the top of the page.
  4. Click on any of your Google Sheets. Your Google Sheet should, at minimum, have columns of field headings in the first row.
  5. A modal will pop-up from which you should select the sheet within Google Sheets file you want to push form submissions to.
  6. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your Google Sheets file does not appear, click the refresh icon in the Google Sheets tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is added as a row to a Google Sheet form when a user saves or submits their form. Your Google Sheet should, at minimum, have columns of field headings in the first row.

To add a Google Sheets action:

  1. When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page.
  2. Click the Add  icon to add a new action.
  3. Select Add to Google Sheets from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The Google Sheets action settings are as follows:

When Should This Action Run?

You can choose to run the Google Sheets action when the form is saved, submitted, or both.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding column in Google Sheets. For example you would want to map your Email field to the Email column in Google Sheets.

To map a field:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding Google Sheets column heading.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.
Use URL for File Fields

If checked, mapped file and signature fields will be populated with URLs instead of the file name. This will be added as a =HYPERLINK formula if a single file is uploaded.

Custom Mapping

Custom mapping allows you to set a Google Sheets cell to any value you wish, including the use of WS Form variables. For example, you might want to map a lead source to a cell in your sheet.

To add a custom mapping:

  1. Click the Add  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter a value or a WS Form variable.
  3. In the center column, select the corresponding Google Sheet column.
  4. In the right-hand column. select the cell format. Note that if you are using Date or Date/Time format you should ensure the date you specify matches the date / time format specified in your WordPress settings.
  5. Repeat this process for each custom mapping you require.
  6. Click the Save button at the bottom of the sidebar to save your changes.