Automate Employee Record Management with Pabbly Connect, Jotform, and MS Excel

Learn how to automate employee record management using Pabbly Connect to integrate Jotform and MS Excel seamlessly. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Employee Record Management

To automate employee record management, the first step is accessing Pabbly Connect. This powerful integration tool allows seamless connections between Jotform and Microsoft Excel.

Start by opening a new tab and searching for Pabbly Connect. You will be directed to the landing page where you can either sign in or sign up for free. Signing up takes only a couple of minutes and provides you with 100 free tasks monthly.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, it’s time to create a new workflow for automating employee record management. Click on the ‘Create Workflow’ button on the dashboard.

• Name your workflow: ‘Update HR Database with Jotform and MS Excel’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

This setup will lead you to the workflow window where you can define triggers and actions. The trigger will be Jotform, and the action will be Microsoft Excel.

3. Setting Up the Trigger with Jotform

In this step, you will configure the trigger in Pabbly Connect. Select Jotform as your trigger application and choose the ‘New Response’ trigger event.

Next, you will need to connect Jotform to Pabbly Connect using a webhook URL. Copy the webhook URL provided by Pabbly Connect and go to Jotform’s settings. Under the Integrations tab, search for webhooks and paste the copied URL to complete the integration.

4. Configuring the Action with Microsoft Excel

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select Microsoft Excel as your action application and choose the ‘Add Row to Worksheet’ action event.

Connect your Microsoft Excel account to Pabbly Connect by clicking on the ‘Add New Connection’ button and granting access. Once connected, select the specific workbook and worksheet where you want to store the employee data.

• Map the fields from Jotform to the corresponding columns in your Excel workbook.
• Ensure all required fields like name, email, and address are mapped correctly.

This mapping allows real-time updates in your Excel database whenever a new form submission occurs.

5. Testing the Integration

After setting up the trigger and action, it’s crucial to test the integration in Pabbly Connect. Submit a test form in Jotform with sample employee details.

Once submitted, return to Pabbly Connect to check if the response is received. If successful, the employee details will appear in the response section.

Finally, verify that the data has been correctly added to your Microsoft Excel workbook. This ensures your automation for employee record management is fully functional and ready for use.

Conclusion

Automating employee record management using Pabbly Connect to integrate Jotform and Microsoft Excel streamlines data management. This process saves time and reduces manual errors, enhancing overall efficiency.