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How to Import Data From Microsoft Word Forms to an Excel Spreadsheet 

Before we begin, let's discuss forms in Microsoft Word documents. You may be wondering how Word forms work, but it is pretty straightforward.

With Word, you can create standardized documents that can be used to collect data. It does this by providing you with a template of your choice.


The template includes all the relevant fields that you may want your users to fill in. Once you specify the questions, users will have the option of filling out these templates. These responses are then stored in Word forms, which can be accessed at any time.

Creating an Excel Spreadsheet From a Microsoft Word Form

You can use any of these methods depending on the number of forms you have or the kind of data you want to export from your Word forms.

Method 1: Single Cell Import

It's best to use this method if you want to import data from an individual cell to an Excel spreadsheet. Here are the steps you need to follow to use this method.

  1. On your computer, open a new Excel spreadsheet.
  2. Click on the Insert tab and select the Object option.
  3. Upon clicking it, the Object option will lead you to a window, as seen in the screenshot.
    Screenshot of the Object Menu in Single Cell Transfer Method
  4. There, select the Create From File option.
  5. Search through Microsoft Word documents to import your desired file.
  6. Select it by double-clicking the file name, then close the window by clicking on the OK button. This process will merge the Word file to your Excel spreadsheet.
    Saving file in Windows
  7. Your cell text box should now display =EMBED ("Document") under it, as shown in the picture. This can only be performed if the source Word document editing permissions are enabled.
    Screenshot Displaying the Embed Function Displayed on the Formulae Bar
  8. Click on the File tab > Save As, and rename your Excel file instead of overwriting your previous unmerged document.
  9. Click on Save again to finish the process.

Method 2: Cell by Cell Data Import

This second method allows you to import your data cell by cell. Here are some steps to guide you through.Open the Word document with the intended data for transfer.

  1. Click on the hatch marks that are on the table.
    Screenshot of Text to be Copied from Word Form by Clicking the Hatch Marks
  2. Copy the table by pressing Ctrl+C.
  3. You can then close your word document.
  4. Open an Excel spreadsheet and click on the first cell grid.
  5. Paste the data you copied by pressing Ctrl+V. Your data will be pasted as seen in this picture.
    Screenshot of the Pasted Word Form into Excel

If you choose to use this method, please ensure that the Excel table has the same layout as the Word table that has the details.This means that if your word table has ten columns, your Excel table should have the same.

Method 3: Convert Word to Excel Using CSV Files

Another simple method of converting information from your Word form into your Excel spreadsheet is using a comma-separated values (CSV) file. A CSV file is a delimited text file that uses commas to separate values in a file.

Using this method is simple. Word distinguishes relevant data from other text within your form. This means that your client's responses can not get mixed up with additional details from the template.Converting Word to CSV

Before using CSV to transfer data into your Excel spreadsheets, you may need to convert your Word form into the CSV format. To convert your files, you can use either of the following methods.

Option 1: Using Options to Convert Your Word to CSV

You can use the Options tab to convert your form into CSV by following these steps.

  1. Open your Word form. Make sure it contains all the information you need.
  2. Select File > Options.
  3. On the Options panel, select Advanced. You will find this on the left side of the dialogue box, as shown in the picture below.
Screenshot of the Advance SubMenu (CSV Method of Conversion)

4. Check Save form data as delimited text file.5. Finally, close the dialogue box by clicking on OK.

Screenshot displaying the Save form data as delimited text file Check Box Ticked

You can now either export your data to Excel or save the document as you like.

Option 2: Using "Save As" to Export Your Data to CSV

Alternatively, you can use the Save As option to save your document in CSV format. If this is your ideal method, then here are some steps to guide you through.

  1. While still on your Word form, click on the File menu > Save As option.
  2. You will see a dialogue box containing Plain text selected by default, as shown in the picture.
    Screenshot of the Save As Window
  3. If you made any changes, you need to rename your file and click Save.
  4. A preview dialogue box like the one in the screenshot will pop up, displaying the data you intend to export into your CSV format. To export the data, click OK.
    File Conversion Preview DialogueBy following these steps, Word will extract the data within the form into a .csv file. CSV files are compatible with Excel. They give you the freedom to access them on any version of Excel.To separate the different fields within the document, Word inserts commas. Excel uses these commas to separate data belonging to various cells.

Option 3: Using Export to Save Data to CSV

If you do not want to use the Save As option, you may want to consider the Export option. Here is how to export data to a CSV file.

  1. While still on your form, click on File.
  2. Select the Export option.
  3. Click on Change the File Type, then on the File Types, and choose Plain Text (*.txt). It is as simple as it looks in the screenshot.
    Screenshot of the Export Menu /Change File type OptionsClick on Save As. By doing this, you will open the Save As dialog box, which will allow you to edit the file's properties.
  4. Screenshot of the Save As WindowSelect the preferred location for your file.
  5. Name your file as desired and click on Save. This will then export the data.

Importing Form Data Into Excel

Now that you have converted your Word form data to its CSV format, the next step is to import it into your Excel spreadsheet.Your file may not be visible on Excel because Excel only displays Excel files by default. To access your CSV file, follow these steps.

  1. Open up a new Excel spreadsheet.
  2. Click on File > Open.
  3. Choose the Browse icon and select All Files in the types drop-down list.
    Screenshot Displaying the Open File Window In Excel
  4. Find the location of the file and select it.
  5. Click on Open. This will prompt Excel to open the Text Import Wizard, as shown below. Click on Delimited > Next.
Screenshot of the Text import Wizard during conversion of forms From Word to Excel

Dealing With Many Forms

Sometimes you may need to convert plenty of forms in a single day. Going through this entire process may be strenuous in this case.The best option is to create code connections to the spreadsheet using ADO when dealing with many forms. ADO (ActiveX Data Object) will automate the transfer process. This way, it becomes easier to transfer data.


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