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!
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, accounting, or reporting software.
[EXCLUSIVE] Gravity Forms Schedule Entries Export
Aside from fields, Gravity Forms allows you to configure additional export options. You can use conditional logic to only export 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.
Or, 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.
With Entry Automation you can set your form entries to be exported and deleted, on a schedule or on submission. You can also export your data in a range of formats, including CSV, Excel, JSON, and PDF formats, and email data entries to multiple recipients, or select to automatically upload to Amazon S3, Dropbox, or FTP.
The Gravity Forms CLI Add-On allows you to manage your forms, entries, and more, all from the command line. Ideal for our developer community, you can find this free plugin in the WordPress repository ready to install.
The CLI Add-On gives you command line control over your form data, allowing you to create new form entries, delete, duplicate, and edit existing entries, as well as export form submissions, and much more.
You have now exported your form entries. From here, what you do with this information is all up to you. This feature is great for backing up your data, as well as generating an offline copy of submissions for further investigation.
With the Entry Automation for Gravity Forms WordPress add-on, you can automatically export your Gravity Forms entries on any schedule you like. You can choose to schedule form data to be exported to PDF or other formats like CSV file, Excel, or JSON.For further functionality, you can also have it automatically emailed to multiple recipients, including a custom subject header and message.
Now that you have defined when the Entry Automation task will start running, how often it will run, and what entries it will select, you need to set up the export file itself. Click the Export Settings tab to view the export settings fields for your Gravity Forms user.
If you need to regularly export Gravity Forms entries, Entry Automation can go a long way in making your life easier. Not only do you save time by automatically exporting data, you can also directly export a csv file into Excel and configure it to be emailed.
This plugin is the add-on for the Gravity Forms plugin. With the add-on, you can set a scheduled task and export any Gravity Forms entries to the CSV file. Also, the file can be sent to the given email address list.
The example form has just three records. However, in the real form, you can get a lot of entries daily. Therefore you may want to schedule an email and receive it automatically with the attached file that includes the entries.
Gravity Forms entries data is found in the Available Data section on the right. Drag and drop the data elements from that section to the column selection area to add them to your export file.
After the export has finished, click CSV to download the exported entries. By clicking the Bundle option instead, you can also download an import template along with the entries data. This template can be used to migrate the entries to another site using WP All Import.
WP All Export offers multiple options to schedule your Gravity Forms exports. You can use either cron jobs to manually schedule your exports from your server, or use our automatic service to schedule them directly from our interface.
We tested Gravity Forms API, but failed to return the entries with the named fields. This may seem to be a huge drawback, but hold on! You can configure Coupler.io to export values starting from A2 cell. You can do this in the respective field when setting up Destination. Then you can manually assign the names of your fields to their IDs in the first row. So, the result will look like this:
You can find this free option at Forms > Import/Export > Export Entities. It allows you to export fields, choose a date range, and apply simple filters. If all you want to do is dump all entries or a simple subset of entries for a form, this option should suffice. But if you need to do anything more sophisticated, you will quickly reach the limits of this tool. For example, while you can stipulate that the entries must meet all of your filter conditions (equivalent to the AND operator) or any of your conditions (equivalent to the OR operator), you cannot mix these two operators to create a filter like "(Condition A and Condition B) OR Condition C" because there is no way to implement the parentheses. Also, you can only download a CSV version of your file.
You can purchase this plugin for $49 per year for a single site. It will allow you to export your entries to CSV, Excel, or PDF, but not XML. It will also allow you to create slightly more complex filters. But it doesn't allow you to schedule your exports, automatically integrate them with thousands of external apps, or participate in an end-to-end migration of entries from one site to another with minimal setup. It also won't let you modify your export data on the fly without using advanced programming techniques. For these types of advanced features, you have to turn to WordPress's import/export leader.
You can purchase this plugin for a one-time fee of $149 for an unlimited number of sites, including a lifetime of free updates and support. It gives you the ability to do pretty much anything you want when exporting Gravity Forms entries, including creating filters of unlimited sophistication, modifying data on the fly, applying conditional logic using embedded code, etc. You can export your entries to CSV, Excel, or XML, download them from a URL, schedule them to run automatically, and even automatically integrate your export data with thousands of external apps through Zapier. Finally, you also get much broader WordPress export capabilities (posts, pages, taxonomies, custom post types and fields, etc.) for free out of the box, and if you want to splurge another $50 for the lifetime Gravity Forms Pro Package, you get an equally powerful tool for importing Gravity Forms entries. To avoid any limitations, we're going to use this Pro Package to create examples for this article. If you don't have access to this plugin, you can use this free online sandbox. Just choose the Gravity Forms Entries option and click Create Sandbox. Let's begin with a simple walkthrough.
This will export all entries for the selected form. You can expand the Add Filtering Options section to filter your entries, but we'll describe how to do this later in this article. After you click the Customize Export File button, you will arrive at the Drag & Drop interface.
These sections give you access to all the Gravity Forms entries data. In addition to selecting data fields for export, this interface offers far more advanced capabilities to create or modify export columns, which we'll describe later. Click Continue to proceed to the Export Settings screen.
This screen allows you to schedule your export and also to set advanced options such as only exporting entries that have been modified since the last export, or breaking exports into smaller batch processes and file output sizes. We'll describe the scheduling features in another section. For now, just click the Confirm & Run Export button.
When the export completes, you will see this screen: Click the CSV button to download your file. CSV stands for "comma-separated values", which is the default export format. You can also export to XML or Microsoft Excel. We'll show you how to do this in the next section. For now, you've just completed a simple export of Gravity Forms entries. In the next few sections, we'll show you how to perform increasingly more sophisticated exports.
The ability to filter any export is essential. This is no different when exporting Gravity Forms entries. WP All Export's filter tool is accessible in the New Export screen: Filters consist of three components:
In plain English, this simply means to export all Contact Form entries with the last name of "Jones". When you've provided all three rule components, click the Add Rule button. What if you want a slightly more complex filter, such as exporting all the Contract Form entries with the last name of either "Jones" or "Wilkes"? Just add another rule. But as you do so, make sure that you select the OR operator: Otherwise, if you had left the default AND operator, no records would have been selected because no one has the last name of both "Jones" and "Wilkes". What if you were looking for two specific individuals? This is where this plugin begins to truly separate itself from its competitors. All you do is add two sets of conditions and indent the second set like this: The first two rules are filtering for "Jason Jones". Both the first and last names must be correct, so an AND operator is used. The same situation exists for the second set of rules that filters for "Jimmy Wilkes". But since you are looking for either person, the two sets of filters must be joined with an OR operator. Indentation is equivalent to the use of parentheses, so this query could actually be written as: (Name - Last = "Jones" AND Name - First = "Jason") OR (Name - Last = "Wilkes" AND Name - First = "Jimmy"). You may not need this kind of powerful filtering capability often, but when you do, you'll be glad you have it. 2ff7e9595c
Comments