Documents & Forms
Microsoft 365 & SharePoint Tools
Classic SharePoint Tools
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External data in choice fields

Connect Plumsail Forms to external data sources to automatically import options for dropdowns, radio buttons, and checkboxes.

Import options for choice fields from Excel in OneDrive

Connect to your Excel sheets in OneDrive (Business or Personal) to populate dropdowns, single choice, or multiple choice fields.

Sync data from third systems with Excel to retrieve it on forms

Use Power Automate or Zapier to synchronize data from third systems such as SharePoint, Dynamics CRM, Salesforce, SQL Server, or any other, with Excel in Onedrive. Then use data to fill choice fields on your online forms.

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