You are just starting on Screeb, but want to migrate your surveys, users and responses from your previous Survey tool ? We got you covered!
With the Survey Import Feature, you can import surveys from almost any data source with a CSV file.
How to do ?
Step 0 - Get your CSV file
First thing to do is preparing your CSV file for the import.
Screeb will interpret the CSV columns as Survey data, and each row as Survey responses with the values for each column.
You CSV file must have at least these columns:
A column representing the user Identity (can be a unique id, an email, etc..).
Empty cell for this column will result in a non imported response.
At least one column representing a Question
For now, only NPS, CES, CSAT and Open Input questions are supported.
Others columns can be used as user properties that will be assigned to imported responses.
Step 1 - Import the CSV File
From your Workspace lateral menu, go to the Survey list page.
At the top right side of the Survey List page, you will fin the Import Survey button.
A modal will open, asking you to choose the source of the import. Choose "CSV Import"
You are now on the CSV Import page, from where you can start the import process.
Load the CSV file using the Import Button.
Once the file is imported, this step will be validated, and the next one will be unlocked.
Step 2 - Map the CSV columns to Screeb data types
Screeb will extract the column name from your CSV file and try to guess the data type based on the values in the first few rows.
Screeb data types can be categorised in 3 section:
Identity: There is only one data type called User ID in this category. This type is mandatory
Survey Questions: The columns representing survey responses must be mapped to one of the corresponding Question type available.
For now, only NPS, CES, CSAT and Open Questions are supported.
User Properties: Any other column that you want to import can be mapped as user properties to add context for each responses imported.
A user Property must be of a primary type: String, Number, Boolean or Date.
To validate this step, you need to map:
Exactly one User ID column
At Least one Survey Question Column
Step 3 - Map Questions order
Now that your CSV file data have been mapped to Screeb data types, it is now time to setup the survey scenario.
💡The Survey Scenario is representing the order of questions to display to users.
You will find a list containing all the columns mapped as question. You can arrange their order to match what you want, from top to bottom.
Step 4 - Import Survey & Responses
You are almost done!
Last thing to do is choosing a name for your survey. A name as already been suggested based on the CSV file name, but you are free to change it.
Additionally, you can choose to disable the response import, in case you just want to import the Survey.
Once done, press the Import Survey & Responses button.
A modal will open, indicating the status of progress of the import.
👉 The import can take some time depending the amount of response you have to import. We import responses per batch of 1000.
As an example: 1000 responses take approximately 30 seconds to be imported.
When the import is complete, the Done button in the modal should show up. Click on it to close the modal and end the process.
⚠️ Do not refresh the page or close tab during the import process.
This will cause a complete stop and reset of the import configuration.
As a result, the survey will be created and imported responses will be visible, but remaining responses will not be taken into account.
Creating a new import with the same parameter will result in the creation of a new survey with new responses.