Using Data Search in Array
Array’s Data Search feature helps streamline interactions by instantly locating existing information across your forms, databases, or external systems. Whether you're checking if someone is on a mailing list, managing CRM contacts, or auto-filling a form with known data — Data Search can save time and reduce redundancy.
With Array, you can search:
Your Array database
CSV or Excel files
External apps like Google Drive, Dropbox, or CRMs (e.g., Base, Zendesk Sell)
Live integrations via API or webhook (advanced)
If a match is found, Array can automatically populate form fields with the existing data — saving time for you and your users.
In This Guide
How to enable and configure Data Search
Searching integrations
Searching the Array database
Searching CSV or Excel files
Searching external services
Common use cases
Getting Started with Data Search
To enable Data Search:
Open your form in the Form Builder.
Go to the Text Element tab in the Toolbox.
Scroll down and select Data Search.
Once added to your form, the Search Data Link menu will appear, allowing you to choose a data source:
External Integration
Array Database
CSV/Excel File
1. Searching External Integrations
Data Search integrates with external services such as Google Drive, Dropbox, OneDrive, Evernote, or CRMs like Zendesk Sell or Base CRM.
Setting Up Integrations:
Ensure the external service is connected via the Array Market.
Once connected, choose the relevant app from the Integrations tab in the Search Data Link menu.
How It Works:
CRMs (e.g., Zendesk Sell): Array searches the CRM database. If a user updates their info (e.g., email or phone), the CRM will reflect those changes.
Cloud Storage (e.g., Google Drive): Array searches within a selected spreadsheet from your storage service.
You can also:
Attach uploaded files directly to CRM profiles.
Save a PDF copy of the completed form to the CRM.
2. Searching the Array Database
You can also search data from previously submitted forms within Array.
Setup Steps:
Select the form you want to search from your Array account.
Configure the following options:
Responses update original response: Updates original submission with any new info entered.
Empty search creates new record: If no match is found, a new record is created.
Add all fields to this form: Automatically add all fields from the source form.
Exact Search: Only show exact matches.
Perform Full Sync: Keeps the search data updated in real time.
Finally, select the specific fields you want to pull into your current form.
3. Searching a CSV or Excel File
You can upload and search data from a spreadsheet directly in Array.
How to Set Up:
Upload your CSV or Excel file in the Data Search menu.
Configure the options:
Responses update spreadsheet data: Updates Array’s copy of your spreadsheet.
Don’t overwrite empty values on save: Prevents blank fields from overwriting existing data.
Empty search creates new record: Creates a new row if no match is found.
Add all fields to this form: Imports all columns as form fields.
Exact Search: Only allows exact match results.
Allow offline searches: Downloads data to the device for offline access.
You can manually:
Select individual columns to link to the form.
Choose up to 3 fields to connect to the search bar.
Download existing spreadsheet data as CSV or XLSX.
4. Searching External Services via Webhook (Advanced)
Array also supports real-time searches using webhooks or custom integrations. This method is more advanced and may require support from your IT team.
For help setting up advanced integrations, please contact our support team or speak with your IT administrator.
Use Cases & Benefits
Lead Management & CRM Sync
Use Data Search to avoid duplicates in your CRM. Automatically update or create contact records as users fill out your form.
Event Check-In
Quickly confirm if attendees are pre-registered. If not, collect new information on the spot.
Mailing List Opt-Ins
Check if users are already on your list. If not, prompt them to subscribe — all within a single form.
Two-Way Sync
Allow users to both retrieve and update their stored information, ensuring your records stay current and accurate.
Summary
Array’s Data Search feature is a powerful tool for dynamic forms that interact with existing data. Whether you’re syncing with a CRM, checking internal databases, or searching a CSV file, Data Search can save time, reduce errors, and improve user experience.
If you have questions or need assistance setting up Data Search, feel free to contact our support team.