Airtable Integrations
SurveyMars survey platform supports seamless synchronization of response data to Airtable, enabling automated data management through simple configuration. Helping users efficiently manage survey data without manual export/import, ensuring real-time data updates.
Feature Access
1. Navigate to the survey distribution page and locate "Integrations" section. Click the "Go>>" button to access data integration settings
Connecting to Airtable
1. Click the "Connect " button
2. If you're already logged into Airtable:
- You can choose to use your currently logged-in Airtable account
- Or select "Add account" to log in with a different account
3. If you're not logged into Airtable:
- Click the "Login to Airtable" button
- Complete the Airtable authentication process
- Upon successful login, you'll automatically proceed to the next step
Setting Up Data Destination
1. Select an Airtable base to receive your survey response data.
2. Choose the specific table within the selected base.
3. Confirm your selection to proceed to the next step.
Field Mapping Configuration
1. Map your survey questions to corresponding Airtable fields.
2. Each survey question can be linked to a specific column in your Airtable.
3. Review your mappings to ensure data will transfer correctly.
4. Confirm the mapping configuration to complete the setup process.
Managing Your Integration
1. Pause/Resume Synchronization:
- Toggle the connection switch off to pause data synchronization
- Toggle the connection switch on to resume data synchronization
2. Edit Configuration:
- Return to previous setup steps to modify your configuration
- Update field mappings or change target destinations as needed
3. Delete Integration:
- Click the "Delete" button to remove the integration
- Confirm your decision in the confirmation dialog
- Note: This action will stop all data synchronization
4. View your spreadsheet:
- Click the "View your spreadsheet" button to view your spreadsheet
Important Notes
- The integration requires an active Airtable account
- You can navigate back to previous setup steps at any time during configuration
- Dropdown selections can be modified and saved during the setup process
- Data synchronization happens automatically once configured
- Any changes to your survey structure will be reflected in the Airtable destination
FAQs
Q: Do I need an active Airtable account to use this integration?
A: Yes, the integration requires an active Airtable account to function properly.
Q: Can I use multiple Airtable accounts with this integration?
A: Yes, you can choose to use your currently logged-in Airtable account or select "Add account" to log in with a different account.
Q: How do I select the destination for my survey data?
A: You need to select an Airtable base first, then choose the specific table within that base to receive your survey response data.
Q: Can I map all my survey questions to Airtable fields?
A: Yes, each survey question can be linked to a specific column in your Airtable. You can review and confirm your mappings before completing the setup.
Q: How do I pause data synchronization?
A: You can toggle the connection switch off to pause data synchronization and toggle it back on to resume.
Q: Can I edit my integration configuration after setup?
A: Yes, you can return to previous setup steps at any time to modify your configuration, update field mappings, or change target destinations.
Q: What happens when I delete the integration?
A: When you delete the integration, you'll need to confirm your decision in a confirmation dialog. This action will stop all data synchronization.
Q: How often does data synchronization occur?
A: Data synchronization happens automatically once configured. Any changes to your survey structure will be reflected in the Airtable destination.
Q: Can I modify my configuration during the setup process?
A: Yes, dropdown selections can be modified and saved during the setup process, allowing you to adjust your configuration as needed.
Q: How do I view my synchronized data?
A: You can click the "View your spreadsheet" button to view your synchronized data in Airtable after the integration is set up.
