---
title: "Quick-start Guide: Send Data to a Spreadsheet"
description: Export data from a dashboard to a spreadsheet with these simple steps.
---
[Skip to content](https://helpcenter.slideform.co/guide-to-exporting-data-to-a-spreadsheet#main-content)
English
Show submenu for translations
![Slideform\_logo\_master-1.png\]](https://helpcenter.slideform.co/hs-fs/hubfs/Slideform_logo_master-1.png?width=50&height=50&name=Slideform_logo_master-1.png)
- [Home](https://slideform.co/index.html)
- [Integrations](https://slideform.co/integrations.html)
- [Pricing](https://slideform.co/solutions.html)
- [Blog](https://slideform.co/blog/)
- [Log In](https://app.slideform.co/)
Open main navigation
Close main navigation
- [Home](https://slideform.co/index.html)
- [Integrations](https://slideform.co/integrations.html)
- [Pricing](https://slideform.co/solutions.html)
- [Blog](https://slideform.co/blog/)
- [Log In](https://app.slideform.co/)
- English
Show submenu for translations
- [Go to slideform.co](http://slideform.co/)
[Go to slideform.co](http://slideform.co/?hsLang=en)
How can we help you?
- There are no suggestions because the search field is empty.
1. [Slideform Help Center](https://helpcenter.slideform.co/?hsLang=en)
2. [Getting started](https://helpcenter.slideform.co/getting-started?hsLang=en)
3. [Pull data from a Dashboard](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-dashboard)
# Quick-start Guide: Send Data to a Spreadsheet
## Export data from a dashboard or database with these simple steps.
### Step 1. Connect a Data Source
Slideform can pull in data from your database or elements from a dashboard (charts, images, KPIs, tables, & filters) into a spreadsheet. Visit [How to Connect a Data Source](https://helpcenter.slideform.co/how-to-connect-a-data-source?hsLang=en) for specific connection instructions.
Once the data is connected, visit the **Data Sources** page to view the captured data. See [How to manage your data sources](https://helpcenter.slideform.co/managing-your-data-sources?hsLang=en) for details.
### Step 2. Upload a Template
A spreadsheet template is a target sheet that will receive data or charts from your data sources.
For details, see: [How to Create a Spreadsheet Template](https://helpcenter.slideform.co/how-to-create-a-spreadsheet-template?hsLang=en)
### Step 3. Match Data to the Sheet
The last part of setup is to link data from connected data sources to each placeholder in your sheet template.
First, go to **Configure **for your project. Enable your data source under the Data Sources tab at the top of the page.
**Data Types:**
- **Data tables:** On the project page, find the placeholder and click Preset a Value. Select the data source and configure the table, columns, and any relevant filter values.
- **Charts or images: **Set the chart from the project's **Configure Data **page. Find the placeholder and click Preset a Value. Select the data source and chart from the dropdown menus.
- **Numbers or KPIs**: Go to **Configure **for your project and click Preset a Value on the placeholder for the KPI. Select the data source and the chart or table that contains the value. Then select the data column and use the filter to select the correct value.
Many other types of data can be inserted as well, see [**How to Configure the Data Mapping**](https://helpcenter.slideform.co/data-mapping?hsLang=en) for more details.
### Step 4. Generate the output spreadsheet
To create output, go to the Projects page and click **Generate** on the project card.
If any placeholders were not mapped to data, you will have the opportunity to either fill them in or skip them.
You can save the output as either Google Sheets or Excel. The output will then be available to view or download from the Downloads section of the Projects page.
### Advanced Features
Explore all the features and capabilities of Slideform's automation solution.
[Advanced Settings, Filters, and Schedules](https://helpcenter.slideform.co/how-to-set-dates-and-filter-values-for-a-dashboard?hsLang=en)
[Manage Data Sources](https://helpcenter.slideform.co/managing-your-data-sources?hsLang=en)
[Manage Slideform Output](https://helpcenter.slideform.co/project-settings?hsLang=en)
For additional help, contact support@slideform.co 😊
- [Getting started](https://helpcenter.slideform.co/getting-started?hsLang=en#main-content)
- [Pull data from a Dashboard](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-dashboard)
- [Pull data from a Spreadsheet](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-spreadsheet)
- [Pull data from a CRM](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-crm)
- [Pull data from a Database](https://helpcenter.slideform.co/getting-started?hsLang=en#pull-data-from-a-database)
- [Data Sources](https://helpcenter.slideform.co/data-sources?hsLang=en#main-content)
- [Data Source Setup](https://helpcenter.slideform.co/data-sources?hsLang=en#data-source-setup)
- [Advanced Data Source Configuration](https://helpcenter.slideform.co/data-sources?hsLang=en#advanced-data-source-configuration)
- [Templates](https://helpcenter.slideform.co/templates?hsLang=en#main-content)
- [Create a template](https://helpcenter.slideform.co/templates?hsLang=en#create-a-template)
- [Manage templates](https://helpcenter.slideform.co/templates?hsLang=en#manage-templates)
- [Projects](https://helpcenter.slideform.co/projects?hsLang=en#main-content)
- [Output Settings](https://helpcenter.slideform.co/projects?hsLang=en#output-settings)
- [Bulk Mode](https://helpcenter.slideform.co/projects?hsLang=en#bulk-mode)
- [Account](https://helpcenter.slideform.co/account?hsLang=en#main-content)
- [Personal account settings](https://helpcenter.slideform.co/account?hsLang=en#personal-account-settings)
- [Admin settings](https://helpcenter.slideform.co/account?hsLang=en#admin-settings)
- [AI Analyst](https://helpcenter.slideform.co/ai-analyst?hsLang=en)
- [Home](https://slideform.co/index.html)
- [Blog](https://slideform.co/blog/)
- [Help Center](https://helpcenter.slideform.co/)
- [Security](https://trust.slideform.co/)
- [Terms of Service](https://slideform.co/terms.html)
- [Privacy](https://slideform.co/privacy.html)
[](https://slideform.co?hsLang=en)
slideform.co Help Center
Copyright © 2025, Slideform Inc.