Import customer list from Excel in a dropdown list

Jean-Philippe Eymard

October 04, 2016 08:43

Hello, i would like to create a customer satisfaction survey, and i want to import the list of my customer in a dropdown list from an excel file (1000 customers)

Is it possible to do this ? and if es is there any tuto or procedure to help.

thanks

JP

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  Prajakta

  October 05, 2016 13:53

  Hi JP,

  It is not possible to read from an Excel file into frevvo. But if you upload this Excel into Google Drive and convert it into a Google Spreadsheet, then you can use frevvo Google Connector to read from that Google Spreadsheet.

  Please see this business rule example. You can add a business rule to your form similar to this rule example to read from your Google Sheet.

  Thanks,

  Prajakta

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  Johnn Trammel

  November 15, 2016 18:46

  My business has strict info security requirements and google docs are not available to me. What other solutions are available?

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  Prajakta

  November 16, 2016 15:58

  If Google Sheets is not an option, then I would recommend using frevvo Database Connector. You can store your information in a SQL database table, and use the DB connector to read it into your frevvo forms. This will also be a good option in terms of security.

  Thanks,

  Prajakta

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