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In this tutorial, the speaker explains how to export data from a spreadsheet into a form. They demonstrate using a test referral form in DocHub and a spreadsheet with desired information. The intermediary step involves converting the spreadsheet into a text document before importing it into the form. The process involves adding data to the spreadsheet, saving it as a text file, and then importing it into the form. This allows for customization, such as drop-down lists, in the form.