CX- Import External Data Into Existing Survey

You can import external data into the CX system. Using this functionality you can import the historical records (responses) to the existing survey in your CX account.

Here is a glimpse of the import responses through Excel functionality:

Click to download the video

To import external data into an existing survey, follow this:

Go To: Login >> Customer Experience >> Analytics >> Manage Data >> Import

Kindly make sure your active survey is the one in which you want to import responses.

Click on Download Import Template to download the template.

Fill data in the downloaded template file with a proper format as per the suggestion given in the template columns for individual questions and save it.

Select the saved template file and click the 'Import' button.
You can see the active survey name appended to the text "Import external data into current survey"

Trigger Notifications for Imported Responses:

Enabling this toggle allows the system to review active notifications for all newly imported responses. If the imported responses meet the criteria specified in the notifications, the system will take the appropriate actions as defined.

When you enable the "Trigger Notifications for Imported Responses" toggle and import responses, the system will display a pop-up notification indicating that all active notifications will be evaluated for the imported responses.
Click on the Import button to proceed and import responses.

This single toggle will allow you to enable or disable the notification checks for responses imported via both Excel and API.

Can I import data to an existing survey?

Yes. You can import data to an existing survey.

Can I edit the survey once I have imported the data?

Yes. You can edit the survey, change the text for questions and answers. However, we recommend that you don't make any structural changes. If you make structural changes the data may get affected.

I have imported data. I need to upload more responses/data to the same survey.

You just need to download the template Excel sheet and fill in the responses in the proper format and import it.

Which are the supported question types?

Below is the list of supported question types for "Import External Data Into Existing Survey"

Multiple Choice: Select One, Select Many, Drop Down Menu
Text: Comment Box, Single Row Text, Numeric Input, Email Address, Contact Information
Graphical Rating: Star rating, Text Slider, Numeric Slider, Thumbs UP/Down, Smiley-Rating
Matrix Table: Multi-Point Scales, Checkbox/Multi-Select, Spreadsheet, Side-By-Side Matrix
Misc: Date/Time, Calendar
Customer Satisfaction: Net Promoter Score
Data/Reference: Lookup Table