JetFormBuilder to Excel

JetFormBuilder is the form engine of the Crocoblock suite for Gutenberg, Elementor, and Bricks. Push every submission, multi-step wizards and calculated fields included, into a live Excel Online workbook on OneDrive within seconds of arrival.

This integration requires the SheetLink Pro tier ($79/yr or $199 lifetime). The free core plugin already supports 12 major form plugins. Excel mirroring alongside Google Sheets is included free; Excel as the sole destination also requires Primary Destinations, part of the AI Pack ($29/mo or $290/yr).

The JetFormBuilder-to-Excel Gap

JetFormBuilder ships conditional logic, calculated fields, and multi-step wizards, but its post-submit actions reach Google Sheets only through the paid Pro tier, and Excel Online through nothing at all. Crocoblock agencies whose clients run on Microsoft 365 end up stitching webhooks into Zapier just to reach a workbook. SheetLinkWP's Excel Online destination closes that gap: no plugin covers JetFormBuilder to Excel, and SheetLink is the only multi-builder WordPress plugin with direct Excel Online delivery.

You Shouldn't Need Middleware to Reach a Workbook

  • JetFormBuilder Pro adds Google Sheets, but there is no Excel action at any tier, so Microsoft 365 clients are not covered
  • Zapier treats every submission as a metered task, so 500 entries/month lands around $20-$30+/mo, forever
  • Power Automate needs a raw webhook action plus Premium per-user licensing (~$15/user/mo), and someone to maintain the flow
  • Custom code against Microsoft Graph means owning token refresh, table lookups, and retries yourself, which is unbillable maintenance for an agency

How to Connect JetFormBuilder to Excel Online

Step-by-step setup guide

  1. 1

    Install SheetLinkWP and Activate Your License

    Download SheetLink Forms from WordPress.org or sheetlinkwp.com, activate, then paste your license key on the SheetLink -> License page. The Pro tier ($79/yr or $199 lifetime) unlocks JetFormBuilder support.

  2. 2

    Confirm JetFormBuilder appears as a source

    From SheetLink Pro 1.0.4 the Extra Integrations feature is on by default, so SheetLink auto-detects JetFormBuilder and adds it as a sync-rule source as soon as Pro is active. If it is missing, go to SheetLink -> Features and switch Extra Integrations on. JetFormBuilder stores fields under the names you set in the block editor, so use those exact names on the left side of the mapping.

  3. 3

    Connect Microsoft

    Go to SheetLink -> Destinations -> Excel Online and click Connect Excel. Sign in with a Microsoft 365 work or school account. The OAuth handshake runs through SheetLink's hosted broker, so there is no Azure app registration and no client secret on your site, and your refresh token is encrypted at rest.

  4. 4

    Create a Sync Rule with Excel as a Destination

    Under SheetLink -> Sync Rules, add a rule with JetFormBuilder as the source, pick your workbook and table on OneDrive (existing Excel tables are detected automatically), and map each form field to an Excel column. Mirror into Excel alongside Google Sheets for free, or set Excel as the sole destination with the AI Pack's Primary Destinations mode.

  5. 5

    Test and Verify

    Submit a test entry and confirm the row lands in your Excel table within seconds. For a click-by-click walkthrough of the Excel connection, see sending WordPress form submissions to Excel Online.

SheetLinkWP Excel Features for JetFormBuilder Users

Native JetFormBuilder Detection

SheetLink hooks into JetFormBuilder's submission events directly, with no webhook actions to wire and no filter code. Multi-step wizard data and calculated field results come through as the named fields you map.

Real-Time Microsoft Graph Delivery

Rows post straight from your WordPress server to Microsoft Graph and appear in a live workbook on OneDrive within seconds. This is not a scheduled export or a CSV. It is the workbook your client already opens.

Free Mirroring, Optional Excel-Only

Send each submission to Google Sheets and Excel simultaneously at no extra cost beyond your Pro license. Excel as the sole destination is Primary Destinations, part of the AI Pack at $29/mo.

UTM & Attribution

utm_source, utm_medium, utm_campaign, gclid, fbclid, and msclkid are captured and appended to every Excel row automatically. That is attribution Crocoblock funnels rarely carry into a workbook.

Unlimited Sync Rules

Route different JetFormBuilder forms to different workbooks or tables, one per client or one per campaign, with no cap on rules.

Retry Queue

Failed deliveries retry automatically, 3 attempts at 15-minute intervals, with manual retry from the Retry Queue page, so no submission silently vanishes.

Feature Comparison

FeatureZapierPower AutomateSheetLinkWP
Works with free JetFormBuilderYesWebhook workaroundYes
Monthly cost$20+/mo, task-metered~$15/user/mo PremiumPro $79/yr; +$29 Excel-only (AI Pack)
Per-submission feesYes - per taskFlow-run limits per licenseNone
DeliveryNear real-timeFlow runsReal-time via Microsoft Graph
UTM captureExtra configManual expressionsAutomatic
Retry on failureAuto-retryConfigure yourself3 auto retries + manual queue

Frequently Asked Questions

Which add-ons do I need?

The Pro tier ($79/yr or $199 lifetime), which unlocks JetFormBuilder as a source. Mirroring submissions into Excel alongside Google Sheets is included at no extra cost. You only also need Primary Destinations, part of the AI Pack ($29/mo or $290/yr), if you want Excel Online as the sole destination with no Google Sheet at all.

Is this a CSV export?

No. Each submission is written into an Excel Online workbook on OneDrive via Microsoft Graph the moment it arrives. There is nothing to download, and the workbook never goes stale.

Does it work with Microsoft 365 Business?

Yes. Microsoft 365 Business, Enterprise, and Education accounts all work. Personal Outlook.com accounts are not supported by Microsoft's Excel API. Connect once with Microsoft OAuth and pick your workbook.

Does SheetLink work with the free version of JetFormBuilder?

Yes. SheetLink hooks into JetFormBuilder's submission events regardless of whether you run the free or Pro version, so you do not need JetFormBuilder Pro to reach Excel.

Do multi-step wizards and calculated fields come through?

Yes. A multi-step form submits once at the end, and SheetLink receives the full payload, including calculated field results, under the field names you set in the block editor. Map those names to Excel columns like any other field.

Can I run reports and dashboards on the data?

Yes. Because submissions land in a real Excel workbook, PivotTables and charts update as rows arrive, and Power BI can sit directly on the workbook for live lead dashboards.

JetFormBuilder to Excel Without Zapier or Power Automate

Pro tier ($79/yr or $199 lifetime); Excel mirroring included. See pricing for the full breakdown.