Transfer Data from Excel to SurveyMonkey

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Excel Add-In for SurveyMonkey

The SurveyMonkey Excel Add-In is a powerful tool that allows you to connect with live SurveyMonkey data, directly from Microsoft Excel.

Use Excel to access SurveyMonkey Rollups, Surveys, Questions, etc. Perfect for mass exports, Excel-based data analysis, and more!

This article explains how to transfer data from Excel to SurveyMonkey using the Excel Add-In for SurveyMonkey.

The CData Excel Add-In for SurveyMonkey enables you to edit and save SurveyMonkey data directly from Excel. This article explains how to transfer data from Excel to SurveyMonkey. This technique is useful if you want to work on SurveyMonkey data in Excel and update changes, or if you have a whole spreadsheet you want to import into SurveyMonkey. In this example, you will use the MySurvey_Responses table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new SurveyMonkey connection by clicking From SurveyMonkey on the ribbon.

SurveyMonkey uses the OAuth 2 authentication standard. See the Getting Started section in the help documentation for a guide.

Retrieve Data from SurveyMonkey

To insert data into SurveyMonkey, you will first need to retrieve data from the SurveyMonkey table you want to add to. This links the Excel spreadsheet to the SurveyMonkey table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From SurveyMonkey button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the MySurvey_Responses table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to SurveyMonkey

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyMySurvey_ResponsesSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to SurveyMonkey, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the MySurvey_Responses sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.