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How to Export Gravity Forms Entries Automatically

When using Gravity Forms, you might need to export entries from a form on a recurring basis. It could be to get a list of that week’s entrants entering into a weekly contest on your site’s front-end, or maybe you need to gather all the new form submissions on your lead capture form every day.

With the Entry Automation for Gravity Forms WordPress add-on, you can automatically export your Gravity Forms entries on any schedule you like. You can schedule data to be exported in the format that best suits you – CSV, JSON, or PDF – and have it automatically emailed to multiple recipients, including a custom subject header and message.

In this article we’ll look at how easy it is to set up Entry Automation to export Gravity Forms entries automatically, saving you time and allowing you to focus on the things that matter.

Configuring an Export Task

After Entry Automation has been installed, a new Entry Automation tab is added under the Form Settings section of each of your forms. On the Entry Automation tab of the settings page, you can add new Entry Automation tasks, modify existing ones and rearrange the order they are run in by dragging and dropping.

Entry Automation task list

Once you click the link to add a new Entry Automation task, you are presented with two initial settings fields in the plugin: Task Name and Automation Action. You can use Task Name to describe what will happen with this task. This helps you easily understand what each task does when you have multiple configured with conditional logic. Next, you can select what Automation Action this task will run. For this tutorial, you want to select Export Entries.

Entry Automation initial task settings

With an Automation Action selected, Entry Automation adds a few specific fields for configuration. You can set what time you first want this task to run with the Start Running Task field. By default, it is set to the start in the next hour. Next, you can set how often you want the task to run in the Run Task Every drop-down field. This is how frequently this task will run after the Start Running Task time.

Entry Automation general task settings

Setting the Date Range

Next, you are able to set the date range for what entries will be exported every time this Entry Automation task is run on form entries.

When you first create a new task, both the From and To date range fields are empty. When the From field is left empty, all entries since the beginning of time will be selected. When the To field is left empty, all entries up until the time your Entry Automation Task is being run will be selected.

You can set your own date range using plain English phrases (e.g., “yesterday”, “2 hours”, “5 weeks”). When entering a date, Entry Automation within the Gravity Forms plugin will display a preview relative to the current time. If the entered date is invalid, an error will be displayed.

If you want to get all the entries from the past week, set the From date range to 1 week and leave the To date range empty. If you want to get all the entries in the past day, set the From date range to 1 day.

Setting up the Export File

Entry Automation export task settings

Now that you have defined when the Entry Automation task will start running, how often it will run, and what entries it will select, you need to set up the export file itself. Click the Export Settings tab to view the export settings fields for your Gravity Forms user.

First, you want to set the file name of the export file. There are three merge tags available to use in the file name: {form_id} for the form ID, {form_title} for the form title, and {timestamp} for the time when the task generated the export file. You can also choose to automatically overwrite an existing export file with the same name instead of creating a unique export file.

Next, you select which form fields, like the entry id or created_by Gravity Forms fields, you want to be included in your export file. These can be exported into a CSV file or Excel.

The Gravity Forms Entry Automation plugin saves the automatic export files to a protected folder in your site’s uploads directory, but you can also have the export file emailed to you. Check the Send Email checkbox to enable emailing export files. You can send export files to multiple email addresses separated by commas. You can also have the export file deleted from your site after it has finished exporting and has been emailed to your user account.

Click the Update Settings button, and you’re done! Your Gravity Forms entries will automatically be exported and emailed (if configured) to you.