v1.0.0

// File: src/content/docs/form2contacts/getting-started/installation.md

title: "Installation Guide" description: "Step-by-step guide to install Form2Contacts in Google Forms" order: 1 lastUpdated: "2025-01-20" readingTime: 5 keywords: ["installation", "google forms", "add-on", "setup", "form2contacts"]

Installation Guide

Install Form2Contacts to automatically create Google Contacts from your form submissions.

Prerequisites

Before you begin, ensure you have:

  • A Google account with access to Google Forms
  • Permission to install add-ons (check with your organization admin if needed)
  • A compatible web browser (Chrome, Firefox, Safari, or Edge)

Step 1: Access the Marketplace

Option A: From Google Forms

  1. Open any Google Form or create a new one
  2. Click on the three dots menu (⋮) in the top right
  3. Select Add-ons
  4. Search for "Form2Contacts" in the marketplace

Option B: Direct Link

  1. Visit the Google Workspace Marketplace
  2. Search for "Form2Contacts"
  3. Click on the Form2Contacts listing

Step 2: Install the Add-on

  1. Click the blue Install button
  2. Choose whether to install for:
    • Individual use (just for you)
    • Domain install (requires admin permissions)
  3. Review the permissions requested:
    • Access to your Google Forms
    • Create and manage Google Contacts
    • Run when forms are submitted
    • Display sidebars and dialogs
  4. Click Continue to proceed
  5. Select your Google account
  6. Click Allow to grant permissions

Understanding Permissions

| Permission | Why It's Needed | |------------|----------------| | View and manage forms | To read form structure and responses | | Manage contacts | To create contacts from submissions | | Run triggers | To process submissions automatically | | Show UI elements | To display configuration dialogs |

Privacy Note: Form2Contacts only processes data when you explicitly configure it to do so. No data is stored externally.

Step 3: Verify Installation

  1. Return to your Google Form
  2. Click on Extensions in the menu bar
  3. You should see "Form2Contacts" listed with these options:
    • Start Setup (Connect & Map)
    • Manage Contact Groups
    • View Usage & Settings
    • Help & Support

First Time Setup

After installation, you'll see a welcome message. Click Extensions → Form2Contacts → Start Setup to begin configuration.

Organization-Wide Installation

For Google Workspace administrators:

Admin Console Installation

  1. Sign in to Google Admin Console
  2. Navigate to Apps → Google Workspace Marketplace apps
  3. Click the plus icon (+) to add an app
  4. Search for "Form2Contacts"
  5. Click Install on the app listing
  6. Choose installation scope:
    • Everyone: All users in your organization
    • Certain groups/OUs: Specific organizational units
  7. Configure data access settings:
    • Allow users to install individually
    • Pre-install for all users
    • Block individual installations
  8. Click Install

Deployment Options

  • Forced Installation: Automatically appears for all users
  • Whitelisted: Users can install if they choose
  • Trusted: No additional permissions needed from users

Troubleshooting Installation Issues

Add-on Not Appearing

If Form2Contacts doesn't appear after installation:

  1. Refresh your browser: Press Ctrl+F5 (Windows) or Cmd+Shift+R (Mac)
  2. Clear cache: Settings → Privacy → Clear browsing data
  3. Try a new form: Create a fresh Google Form
  4. Sign out/in: Log out of Google and sign back in
  5. Check browser: Ensure JavaScript is enabled

Permission Errors

Common permission issues and solutions:

| Error | Solution | |-------|----------| | "Add-on blocked by admin" | Contact your IT administrator | | "Insufficient permissions" | Ensure you're using the right account | | "Can't access Forms" | Check Google Forms is enabled for your account | | "Installation failed" | Try incognito/private browsing mode |

Browser Compatibility

For best results:

  • Recommended: Google Chrome (latest version)
  • Supported: Firefox, Safari, Edge (latest versions)
  • Requirements:
    • JavaScript enabled
    • Cookies enabled
    • Pop-ups allowed for forms.google.com

Organization Restrictions

If your organization blocks add-ons:

  1. Contact your Google Workspace administrator
  2. Request whitelisting for Form2Contacts
  3. Provide the business justification:
    • Automates contact management
    • Saves manual data entry time
    • Improves data accuracy
    • No external data storage

Post-Installation Steps

Once successfully installed:

  1. Connect Google Contacts: Grant access to create contacts
  2. Map form fields: Configure which fields become contact properties
  3. Set up groups: Organize contacts into groups
  4. Test the integration: Submit a test form response

Uninstalling Form2Contacts

If you need to remove the add-on:

  1. Open any Google Form
  2. Go to Extensions → Add-ons → Manage add-ons
  3. Find Form2Contacts
  4. Click the three dots menu
  5. Select Uninstall

Note: Uninstalling doesn't delete contacts already created or affect your Google Contacts.

Getting Help

Need assistance with installation?

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