You can add Data automatically into a Microsoft Excel Spreadsheet using the native integration. You can either set it up for your organization (all projects that don't have individual integration settings) or on a project level.

To activate it, connect the organization or the project to your Microsoft Live account.

When Connected, enter the name of the spreadsheet you want to use, including the folder where it is located in your Microsoft Live organization. If that spreadsheet or its folder on OneDrive does not exist, it will be created automatically:

On your project, make sure you have an opt-in element to be fully compliant and set the options to: "Sends data to: Google Sheets".

In this example, the integration will send all data automatically (answers and personal data) into the spreadsheet "Book1" located in the "myfolder" Folder of your Live organization. Submission data are inserted in the first empty row.

Make sure you are on a paid plan subscription. Data will be sent to your integration once a participant completes the submission and has given consent on an Opt-In Checkbox that triggers the integration.

Duplicated projects
Integration at the project level is not duplicated with a project. You will need to setup a new Integration on the copy.

Testing the Integration: Once a user completes the survey, check the Analytics of the project -> Select the Responses [ ] menu -> Select a submission. On the right pane, scroll down the page until the "INTEGRATIONS" section.

The Microsoft Excel icon, along with the other integrations configured, should be displayed with a status: "Successful".

If the Microsoft Excel icon is not present, it is not integrated with the project. If it is greyed out, the Integration is present but has not been triggered. Other statuses include Pending or an Error description that can be used to further troubleshoot the issue if necessary.

Triggering the Microsoft Excel integration manually. In case the Integration is configured but the Opt-in checkbox was not checked or not configured, or if the submission was only partial, you can still trigger that integration from each individual submission from the Analytics, responses menu.

Note: To trigger the integration on a partial submission, the submission must have been revealed.

When clicked, you will be presented with the option to trigger the Integration for all submissions for which the integration was not executed.

If you have any questions, please contact support.

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