Do you need to export your type responses to a spreadsheet?
If in case you have a variety of type entries, then exporting them to a CSV or Excel file helps you analyze them. You may even use the shape knowledge in different purposes.
On this article, we’ll present you the way to export WordPress type entries to CSV and Excel codecs.
Why Export WordPress Kind Entries to CSV and Excel?
WordPress varieties are an effective way of staying linked along with your viewers. They allow you to accumulate buyer leads, get precious suggestions, resolve buyer queries, discover new product solutions, conduct surveys, and extra.
Nonetheless, analyzing the information may be tough when you’ve got a variety of type entries. That is the place exporting your knowledge within the type of CSV (comma-separated values) and Excel information turns out to be useful.
For instance, you’ll find out which merchandise or options your customers need essentially the most or uncover widespread points individuals face whereas utilizing your WordPress website.
One other good thing about exporting WordPress type entries to CSV and Excel is that you should utilize the information with different purposes.
In addition to spreadsheet software program like Google Sheets and Microsoft Excel, you may add your type entries to analytics software program. As an illustration, you should utilize Microsoft Energy BI with a CSV or Excel file to create dashboards and different visualizations to your type entries.
That being stated, let’s take a look at how one can create a WordPress type and export type entries to CSV and Excel.
Making a WordPress Kind to Gather Information
Earlier than you may export type entries to CSV and Excel, you’ll want a WordPress type.
One of the best ways of making a WordPress type is by utilizing WPForms. It’s the finest contact type plugin for WordPress and is utilized by over 5 million web sites.
WPForms gives a drag and drop type builder, which makes it easy to create and customise WordPress varieties. Plus, you get pre-built type templates to begin shortly and customise the shape in accordance with your wants.
You may observe our step-by-step information on the way to create a contact type in WordPress.
WPForms additionally comes with highly effective addons that allow you to accumulate on-line funds, combine with electronic mail advertising and marketing providers, retailer customers’ geolocation, cut back type abandonment, and extra.
For this tutorial, we’ll use the WPForms Professional model as a result of it consists of the choice to export type entries and gives extra options. There’s additionally a WPForms Lite model that you could attempt totally free.
Exporting WordPress Kind Entries to CSV and Excel
When you’ve added a contact type in your WordPress weblog and began getting type submissions, the following step is to export your type entries.
To start out, merely head to WPForms » Entries in your WordPress admin panel, after which choose a WordPress type to export its entries.
After that, you will notice all of the entries for the shape you chose.
Go forward and click on the ‘Export All’ possibility.
Subsequent, WPForms will present you completely different export choices to your type entries.
You may select which type fields to export, as effectively. By default, the export will embody identify, electronic mail handle, and message fields.
Nonetheless, there are additionally choices to export further info similar to entry ID, date, person agent, person IP, cost standing, and extra.
From right here, merely scroll right down to the ‘Export Choices’ part.
You may click on the ‘Export in Microsoft Excel (.xlsx)’ checkbox to export the information in Excel format. If the field is left unchecked, WPForms will export as a CSV file.
There’s additionally a customized date vary selector that will help you export knowledge from a selected time.
Plus, you should utilize the search characteristic to filter type entries. For instance, you may export varieties that solely include or don’t include a selected identify, electronic mail, message, ID, and extra.
Subsequent, go forward and click on the ‘Obtain Export File’ button and save the file to your laptop.
You’ll now see a message that your export file was efficiently generated.
The best way to Export a Single WordPress Kind Entry
WPForms additionally allows you to export a single type entry as an alternative of downloading all of the submissions. That is useful when you’ve got a multi-step type and solely require details about a selected lead.
To start out, merely go to WPForms » Entries out of your WordPress dashboard and choose a type to view its entries.
It’s best to now be capable to see all of your varieties. From right here, click on on the shape that incorporates the one entry you want.
On the following display, discover the entry you need to export, after which go forward and click on the ‘View’ button.
After that, you’ll see particulars of your type entry.
Merely click on the ‘Export (CSV)’ or ‘Export (XLSX)’ choices within the Actions metabox on the right-hand facet to obtain the file.
Now you can save the CSV or Excel file in your laptop and open it in spreadsheet software program.
Bonus: Join WordPress Types to Google Sheets
Do you know that you could automate the method of gathering type entries and displaying them in Google Sheets?
Connecting your WordPress varieties with Google Sheets mechanically collects the information in a spreadsheet. This makes it simpler for workforce members to entry type entries with out creating a brand new WordPress login.
Plus, you don’t should manually export type entries or accumulate knowledge to share it with different individuals. It helps save time and reduces any errors which will happen when manually exporting knowledge.
One of the best ways to arrange automation is by utilizing Uncanny Automator. It’s the finest WordPress automation plugin and helps join WordPress plugins and third-party apps.
You may observe our detailed information on the way to join any WordPress varieties to Google Sheets for extra info.
We hope this text helped you learn to export WordPress type entries to CSV and Excel. You may additionally need to see our final information on WordPress search engine marketing, and our professional decide of the finest WooCommerce plugins.
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