WPForms to Excel Online, Step by Step

Microsoft 365 has 400M+ paid commercial seats (Microsoft FY2024 earnings, 2024), so if your team already lives in Excel, routing form data there beats forcing everyone into a second tool. WPForms runs on 6+ million sites (WordPress.org, 2026).

The usual options are clumsy. CSV export is manual and goes stale the moment someone submits again. Zapier and Power Automate add monthly fees and a third-party hop between your site and your workbook.

A direct integration writes each WPForms entry into a OneDrive workbook the instant it arrives. No middleware, no nightly export, no copy-paste. The rest of this guide shows exactly how to wire it up. For a deeper look at the destination itself, see our guide to sending WordPress form submissions to Excel Online.

Yes, both work. Contact Form 7 has 10+ million installs and WPForms has 6+ million (WordPress.org, 2026), and SheetLink hooks into WPForms at the submission level, so the entry data is captured the same way whether you run Lite or Pro.

WPForms Lite gives you the core fields: name, email, phone, message, dropdowns, and checkboxes. Every one of those maps cleanly to a column in your Excel workbook.

WPForms Pro adds conditional logic, multi-page forms, file uploads, and payment fields. SheetLink reads the final submitted values, so a conditionally shown field simply lands in its mapped column when it was filled, and stays empty when the logic hid it. You do not need to change anything in your form to support that behavior.

In our experience, the most common gotcha is forgetting that a hidden conditional field still occupies its column. Plan your column layout for the full set of possible fields, not just the ones shown by default.

After connecting, you select a OneDrive workbook and a worksheet inside it. SheetLink writes one row per WPForms entry into the worksheet you pick, appending each new submission below the last. Spreadsheets remain the primary tool for 58% of finance leaders (Rossum, 2024), so an Excel workbook is a natural home for this data.

Create a fresh workbook in Excel Online first, or reuse an existing one. Add a header row with the column names you want, for example Name, Email, Phone, Message, Submitted At.

Back in the plugin, the workbook picker lists files from your OneDrive. Select the workbook, then choose the target worksheet tab. SheetLink reads the header row so it can align each WPForms field to the correct column in the next step.

Keep your header row clean and stable. If you rename a column later, update the mapping so entries keep landing where you expect.

There are two ways to deliver to Excel, and the right one depends on whether you also use Google Sheets. Spreadsheets stay central to operations, with 90% of finance firms still relying on them (AutoRek via PR Newswire, 2025), so picking the right mode matters.

Free mirror mode writes each WPForms entry to Google Sheets and Excel Online at the same time from a single rule. It is included at no cost and is ideal if some teammates work in Sheets while others prefer Excel.

Excel Primary ($29/mo) makes Excel the sole destination, with no Google account required anywhere in the flow. It ships in the Excel Primary add-on and is bundled into Agency Growth ($69/mo) and Agency Plus ($99/mo).

If you are Microsoft-only, go straight to Excel Primary. If you straddle both worlds, mirror mode covers you for free. Our Excel Online vs Google Sheets comparison digs into which spreadsheet suits which team.

SheetLink captures UTM parameters and ad click IDs automatically, with no extra WPForms fields needed. WordPress powers about 43% of all websites (W3Techs, 2026), and most of those sites run paid traffic where attribution data is the difference between a guess and a measured campaign.

When a visitor lands with UTM parameters in the URL, the plugin reads them and stores them alongside the submission. It also grabs the major click IDs: GCLID from Google Ads, fbclid from Meta, and msclkid from Microsoft Advertising.

Map these to dedicated Excel columns the same way you map any field. Now every row in your workbook carries the campaign that produced the lead, ready for a pivot table or a SUMIFS report.

This turns your Excel workbook into a closed-loop attribution sheet without a single line of tracking code. For the full picture, see our guide to UTM and GCLID marketing attribution for WordPress forms.

Sending WPForms entries to Excel Online comes down to five steps: install SheetLink, connect Microsoft 365 with one OAuth click, pick your OneDrive workbook, map fields to columns, and choose mirror or Excel Primary mode. With 400M+ Microsoft 365 seats in use (Microsoft FY2024 earnings, 2024), this keeps lead data where most teams already work.

Both WPForms Lite and Pro are supported, conditional fields map cleanly, the retry queue protects every submission, and UTM plus click-ID capture is automatic.

If you only need Excel, the Excel Primary add-on removes Google from the loop. If you manage many client sites, the agency plans license multiple sites at once. Compare every tier on the pricing page, and explore the full Excel Online destination before you start.