Prepare csv import files that will create new Survey Responses

Owned by Matt Kepple
Last updated: Oct 30, 2024
2 min read

Survey Responses will be created and will be assigned to a Contact. You choose whether the survey response will be

  • Assigned to an existing contact

  • Assigned to a new automatically-generated contact - one for each row

Each survey response will appear in the purple box.

 

CSV file formatting requirements

  • Remove any paragraph breaks from the cells in the spreadsheet

  • Remove all empty columns from the spreadsheet. (It is fine for a column to have a header - i.e. title but to not have any information below that; but there cannot be any columns that are completely empty)

  • Remove all empty rows from the spreadsheet

  • Check that the spreadsheet contains no more than 800 rows - if it does, create multiple spreadsheets as they will be imported separately

Instructions for preparing CSV files to import Stories

Stories which are Survey Responses

When it comes to importing Survey Responses, create one csv file per type of survey per project. This is because the survey response stories will be imported into a single project at a time and linked to a specific Survey. (i.e. there should be one CSV file per Survey Campaign)

There should be columns as follows:

  • Contact's Unique Identifier Code: this is the unique identifying code that relates to each person you work with. 

  • Date survey was completed

  • A column for each question in the survey

Therefore if someone completed the same survey twice, e.g. at the start of a programme and then at the end, there will be two rows for that contact in the CSV file. The Date survey was completed column will differentiate the responses.

Sample files

Here are the download links to the sample csv files:

Next steps