Integrating Excel Online with SurveySparrow

Sync your survey responses in real time through a new or an existing spreadsheet

With the Excel Online Integration, you can sync your survey responses in real time through a new or an existing spreadsheet. This ensures that you receive real-time survey data easily.

With this integration, you will be able to:

1. Create a sheet to update responses.
2. Choose from existing sheets or update the URL to share responses.
3. Send all/selected survey responses to an Excel sheet.
4. Import old responses to the Excel sheet. 

To enable this integration, follow the steps below:

1. Create the survey you want to integrate with Excel Online.

2. Navigate to the Integrations tab and find the Excel Online integration.

3. After you authenticate your account, click on Accept.

4. The integration has now been enabled. You will now be redirected to the Integrate page.

Use case 1:

Create a new sheet to update responses. 

1. Under Action, choose Create from the dropdown list. 
2. Now, enter the name of your new spreadsheet. 
3. You can choose to import old responses by clicking on the checkbox. 
4. Now, choose whether you want to send all your data or only send selected data. In the case of selected data, you get to choose between questions, variables, contacts, expressions, or properties.

Use Case 2:

Choose from existing sheets or update the URL to share responses.

1. Under Action, select Choose sheet from the dropdown list. Now, click on the dropdown to select from existing sheets.
2. If you need to update the sheet URL, choose enter Sheet URL and paste the URL in the box below.  
3. You can choose to import old responses by clicking on the checkbox.
4. Now, choose whether you want to send all your data or only send selected data. In the case of selected data, you get to choose between questions, variables, contacts, expressions, or property.

When you’re done choosing the conditions, click on Save. Your responses will now be synced in real time.

And Voila! If you want to disable the integration, click on the toggle button on the Integration tab.

Note:

• In case you don’t choose between all or selected data, ‘Send all data’ will be enabled by default.

  

FAQs

1. What does the force sync button on the Integrations tab perform?

Force sync automatically updates all the existing responses.

2. Is it possible to import old responses?

Yes, it is possible to import old responses by checking the Import Old Responses box.

3. Do we have an option to choose existing sheets?

Yes. You can choose existing sheets or even update a sheet URL. Refer Use Case 2.

4. Do we get to send selected data to Excel Online?

Yes. You can send selected data to Excel Online by checking the Send selected data box and choosing between questions, variables, contacts, expressions, or property.

5. What will happen if we add a new question after setting up the integration?

Once you add a new question and choose to send its responses to the existing excel sheet, a pop-up window will open. Click OK to update the mapping properties.

6. If Excel Online sync was working earlier and stops suddenly (especially if it impacts multiple surveys/projects in your account), try the steps below: 1. Confirm the integration is still enabled for the survey (Integrations tab > Excel Online toggle). 2. Click Force sync to update existing responses. 3. If you need historical data, ensure Import Old Responses is checked, then Save. 4. Disable the Excel Online integration toggle, re-enable it, and complete Microsoft authentication again (make sure you click Accept on the Microsoft permissions screen). 5. If the issue affects all surveys across the account (account-wide), it may be an account-level authorization or backend issue. In that case, contact support and share: - Affected survey name(s) and project ID(s) - Approximate time the sync stopped working - Screenshot/screen recording of the error (if any) Support may request temporary account access (Settings > Security > Account Access) to investigate and, if needed, escalate to engineering for an account-level fix.

Please reach out to us if you have any questions. We are just a chat away!