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Import Survey Results, Support Levels, and Tasks
Import Survey Results, Support Levels, and Tasks

You can import additional information to the contact.

Charles Keignart avatar
Written by Charles Keignart
Updated over 10 months ago

📥 Import Survey Results, Support Levels, and Tasks

Before reading further, have you created the above? If not, get started with the articles below!

How to Import this Information?

You can import all this information into your Qomon database.

Depending on the desired field types, there is a format to follow to ensure a smooth import process.

How to Import Each Type?

The information must be created and up-to-date before performing the import. The import cannot create new questions or answers.

Survey:

For the following question types:

  • Short Answer:

No specific format required. It is imported like any other field.

  • Numeric:

No specific format required. Ensure that only numerical characters are present in the imported values.

  • Date:

Standard date formats:

  • You can use those formats: JJ/MM/AAAA ou MM/JJ/AAAA ou AAAA/JJ/MM et AAAA/MM/JJ

  • Accepted Separators : "/" ; "." ; "-" ; " "

Special date formats:

Mon Jan 2 15:04:05 2006
Mon Jan 2 15:04:05 MST 2006
Mon Jan 02 15:04:05 -0700 2006
02 Jan 06 15:04 -0700
02 Jan 06 15:04 MST
Monday, 02-Jan-06 15:04:05 MST
Mon, 02 Jan 2006 15:04:05 MST
Mon, 02 Jan 2006 15:04:05 -0700
2006-01-02T15:04:05Z07:00
2006-01-02T15:04:05.999999999Z07:00
Jan 2 15:04:05

  • Single Choice:

Step 1: Create the different options you want to import in the contact record settings BEFORE importing. The import cannot create new options.

If any of the imported values do not exist, the corresponding line in your file will result in an error.

  • Checkbox:

Step 1: Create the different options you want to import in the contact record settings BEFORE importing. The import cannot create new options.

Step 2: During the import, each "answer" must have its own column.

You must then select the "Question" column as many times as there are "answers" (hence separate columns).

Example:

Support Level:

This works like a Single Choice type:

Step 1: Create the different support levels in your space that you want to import BEFORE importing. The import cannot create new options.

Tasks:

This works like a checkbox type:

Step 1: Create the different tasks you want to import in your space BEFORE importing. The import cannot create new options.

Step 2: During the import, each "answer" must have its own column.

You must then select the "Question" column as many times as there are "answers" (hence separate columns).

For more help, contact [email protected]!
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