Gravity Forms Microsoft Excel Cloud Addon – Setup Guide

This guide will walk you through the process of connecting your Gravity Forms to Microsoft Excel Online using our cloud addon.

Video Tutorial (Complete End-to-End Setup) #

For a complete, end-to-end visual walkthrough, check out our full setup tutorial on YouTube:

Step 1: Configure Azure API Credentials #

Before you can sync data, you must connect the plugin to your Microsoft account via the Azure portal.

1. Navigate to Forms → Settings → Microsoft Excel Cloud.
2. Enter your Client ID and Client Secret obtained from your Azure App Registration.
3. Copy the Redirect URI provided in the settings and ensure it is added to your Azure App’s allowed redirect list.
4. Click Save Settings, then click the Connect to Microsoft button to authorize.

Step 2: Accessing Form Feed Settings #

Once authorized, you can enable the Excel sync for individual forms.

1. Edit the form you wish to sync.
2. Hover over Settings and select Microsoft Excel Cloud from the dropdown menu.

Step 3: Finding your Excel Document ID #

To link a specific spreadsheet, you need its unique Document ID.

1. Open your Excel file in Excel Online (OneDrive or SharePoint).
2. Look at the URL in your browser.
3. Locate the docId= parameter and copy the string of characters following it (up to the next & symbol).

Step 4: Configuring the Feed & Field Mapping #

Create a “Feed” to tell the plugin which data goes where.

1. Create a new feed (e.g., “Contact us”).
2. Paste the Doc ID you copied in the previous step.
3. Enter the exact Sheet Name (tab name) where the data should be inserted.
4. Under Field Mapping, type the names of your Excel Column Headers and select the corresponding Gravity Form field from the dropdown.

Step 5: Verifying the Sync #

Test your form by submitting an entry.

1. Submit a test entry on your website.
2. Open your Excel Online file.
3. You should see a new row added instantly with the mapped data (Name, Email, Message, etc.) formatted exactly as defined in your mapping.