Microsoft Excel Integrations
SurveyMars survey platform provides seamless integration with Microsoft Excel, enabling automatic synchronization of survey responses to your Excel workbooks. This integration helps you efficiently analyze and manage survey data using Excel's powerful features.
Feature Access
1. Navigate to the survey distribution page and locate "Integrations" section. Click the "Go>>" button to access data integration settings
Connecting to Microsoft Excel
1. Click the "Connect" button to initiate the integration process
2. Select Microsoft account login method:
- If you're already logged into your Microsoft account, select it to proceed.Or click "Add account" to sign in with a different Microsoft account
- If not logged in: Click the login button to sign in to Microsoft
3. Complete Microsoft authorization:
- Confirm permissions in the authorization popup
- Click "Next" to complete authorization
Setting Up Synchronization
1. Choose data synchronization target:
- Use existing spreadsheet: Paste Microsoft Sheets link
- Create new spreadsheet: Click "Create New Excel" button
2. Requires authorize:
- Click the 'Go to login' button in the popup to be redirected to the Excel page for authorization
- After redirection, click anywhere on the Excel page to return to the SurveyPluto platform and complete the synchronization process
3. Handle historical data:
- If survey has existing responses, system will prompt to sync historical data
- Choose whether to include existing responses
Managing Microsoft Excel Integration
1. Pause/Resume Integration:
- Toggle the connection switch off to pause data synchronization
- Toggle it back on to resume
2. Delete Integration:
- Click the "Delete" button to remove the integration
- Confirm your decision in the confirmation dialog
3. View Excel File:
- Click "View your excel" to open your workbook
- Access your data through OneDrive or SharePoint
Important Notes
- The integration requires a Microsoft account with access to Excel Online
- OneDrive or SharePoint storage is necessary for the integration
- Data synchronization occurs automatically once configured
- Ensure sufficient storage space in your OneDrive/SharePoint account
- Regular backup of your Excel files is recommended
- You can access your data from any device with Excel Online or Excel desktop app
FAQs
Q: Do I need a Microsoft account to use Excel integration?
A: Yes, the integration requires a Microsoft account with access to Excel Online to function properly.
Q: Can I use existing Excel files with this integration?
A: Yes, you can either use existing Excel files by pasting the Microsoft Sheets link, or create new spreadsheets using the "Create New Excel" button.
Q: What storage options are available for Excel integration?
A: The integration requires OneDrive or SharePoint storage. You can access your data from any device with Excel Online or Excel desktop app.
Q: How do I authorize the Excel integration?
A: Click the 'Go to login' button in the popup to be redirected to the Excel page for authorization. After redirection, click anywhere on the Excel page to return to the platform.
Q: What happens to historical survey data when setting up integration?
A: If your survey has existing responses, the system will prompt you to sync historical data. You can choose whether to include existing responses in your Excel file.
Q: How do I pause Excel data synchronization?
A: You can toggle the connection switch off to pause data synchronization and toggle it back on to resume.
Q: Can I use multiple Microsoft accounts with this integration?
A: Yes, if you're already logged into your Microsoft account, you can select it to proceed, or click "Add account" to sign in with a different Microsoft account.
Q: How do I view my synchronized Excel data?
A: Click "View your excel" to open your workbook. You can access your data through OneDrive or SharePoint from any device.
Q: What happens when I delete the Excel integration?
A: When you delete the integration, you'll need to confirm your decision in a confirmation dialog. This will remove the connection and stop data synchronization.
Q: How often does data synchronization occur?
A: Data synchronization occurs automatically once configured. The integration provides real-time updates to keep your Excel files current.
Q: Do I need to worry about storage space?
A: Yes, ensure sufficient storage space in your OneDrive/SharePoint account. Regular backup of your Excel files is also recommended.
