Automate Employee Record Management: Update HR Database with Jotform & MS Excel Using Pabbly Connect

Learn how to automate employee record management by integrating Jotform and MS Excel using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Employee Record Management

To automate employee record management, the first step is to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up for free. If you’re new, you can create an account in just a few minutes, which will give you free access to 100 tasks every month.

After signing in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create workflows that connect various applications, including Jotform and Microsoft Excel. Click on the ‘Access Now’ button under Pabbly Connect to start creating your workflow.

Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button. A pop-up window will appear where you can name your workflow. For instance, name it ‘Update HR Database with Jotform and MS Excel’. Next, select the folder where you want to save this workflow.

Once your folder is selected, click ‘Create’ to proceed. You will now see two main sections: Trigger and Action. The Trigger application will be Jotform, and the Action application will be Microsoft Excel. This setup will ensure that whenever a new form submission is received, the data will be automatically added to your Excel sheet.

• Select Jotform as the Trigger application.
• Choose ‘New Response’ as the Trigger event.
• Connect Jotform with Pabbly Connect using the generated Webhook URL.

After setting up the trigger, you will be ready to connect Jotform with Pabbly Connect and proceed with the integration.

Integrating Jotform with Pabbly Connect

To integrate Jotform with Pabbly Connect, you need to copy the Webhook URL provided in Pabbly Connect. Go back to Jotform, navigate to the settings, and find the Integrations option. Search for Webhooks and paste the copied URL into the designated field.

After pasting the URL, click on ‘Complete Integration’ to finalize the connection. This step establishes a bridge between Jotform and Pabbly Connect, allowing you to capture form submissions automatically. Once the integration is complete, return to Pabbly Connect, where it will be waiting for a response from Jotform.

• Fill out the employee data form in Jotform to trigger the response.
• Submit the form to send the data to Pabbly Connect.

Once the form is submitted, you can return to Pabbly Connect to see the captured response. This response will contain all the details filled in the Jotform submission, ready for the next step in your workflow.

Connecting Microsoft Excel with Pabbly Connect

Now that you have integrated Jotform with Pabbly Connect, the next step is to connect Microsoft Excel. In the Action section of your workflow, select Microsoft Excel as the Action application. Choose ‘Add Row to Worksheet’ as the Action event to add the data captured from Jotform.

To connect Microsoft Excel, click on ‘Add New Connection’. You will need to give access to your Microsoft account. After successful authentication, select the workbook where you want to add the employee details. This could be named ‘Employee Records’ or any name you have designated for your Excel database.

Select the correct workbook from your Microsoft account. Map the fields from Jotform to the corresponding columns in Excel.

This mapping ensures that every time a new form submission is received, the details will be automatically added to your Excel workbook without any manual entry, streamlining your employee record management process.

Testing the Integration in Pabbly Connect

After setting up the integration between Jotform and Microsoft Excel through Pabbly Connect, it’s essential to test the workflow. Go back to Jotform and fill out the employee data form again. Submit the form with new details to trigger the process.

Once submitted, return to Pabbly Connect to check if the new submission has been captured. You should see the new employee details in the response section. If everything is set up correctly, the data will automatically populate in your designated Excel workbook.

To verify, open your Microsoft Excel workbook and check if the new row has been added with the correct employee details. This confirms that your automation is working effectively, saving you time and effort in managing employee records.

Conclusion

Using Pabbly Connect, you can efficiently automate employee record management by integrating Jotform and Microsoft Excel. This process eliminates the need for manual data entry, ensuring accuracy and saving time. By following the steps outlined, you can set up a seamless workflow that updates your HR database automatically.