Update to the new solution for syncing forms responses to Excel
Published Sep 04 2024 06:00 AM 3,156 Views
Microsoft

We are excited to announce that we have a new and improved solution for syncing your form responses to Excel, with better reliability and performance! Previously, some Forms supported an older version of live data synchronization with Excel. This older solution will be gradually discontinued and completely replaced by the new solution by January 13th, 2025. 


The older version of data sync exists in two types of forms: 
 

  • Forms created from OneDrive for Business and Excel for the web


Form created from Excel for the webForm created from Excel for the web

 

  • Group forms created with SharePoint Online, Teams and M365 Group.  

Group forms created with SharePoint OnlineGroup forms created with SharePoint Online

 

After the older solution for data syncing is replaced, the existing Excel workbooks and their data will still be retained, but they will not be updated with new responses. To ensure that your workbooks continue receiving new form responses, you must follow the steps below to update your workbook. 

How do I upgrade my workbook in web to use the new version of data sync? 

Open an Excel workbook that uses the older syncing solution, and you will see a pane on the right-side reminding you to update the workbook to continue syncing new responses. Click the "Update sync" button to begin the updating process. Please note that this process is not reversible. 
Upgrading to the new Forms data sync via the webUpgrading to the new Forms data sync via the web

 

Upgrading to the new Forms data sync via the web 

A new sheet will be created in the same workbook that is connected to the form using the new syncing solution.    

You should see all your previous responses being resynced to this new sheet, and any new responses will also be synced to this sheet. You will still be able to see the previous data in your workbook, but this will no longer be updated. 

Once the update is complete, a green success bar will appear near the top of the page. The right-side pane will also change to confirm that the update has been successfully completed. 

Updated to the new solutionUpdated to the new solution

 

 

How can I upgrade to the new version of data sync via the Forms website? 

Open a form using the older syncing solution, and you’ll see a pop-up reminding you to update your workbook. Simply click 'Update sync in Excel' to open your workbook and initiate the syncing process. 

Upgrading to the new Forms data syncUpgrading to the new Forms data sync
For more information, and a helpful Q&A, read the full article on the Forms blog site here >.

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‎Sep 18 2024 04:18 PM
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