SurveyMonkey connector for Zoho DataPrep

SurveyMonkey connector for Zoho DataPrep [BETA]


Zoho DataPrep allows you to seamlessly bring in your survey data from SurveyMonkey connector. You can import your data from Survey Monkey to perform data cleanup, data migration, and data backup in more than one way. With this connector, you can streamline your ETL workflows, enable smooth data movement, and simplify data integration between SurveyMonkey and Zoho DataPrep.

To import data from SurveyMonkey

1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.

InfoInfo: You can also click the Import data  icon at the top of the pipeline builder to bring data from multiple sources into the pipeline.


2. Choose the Other Apps category from the left pane and click SurveyMonkey. You can also directly search the option in the search box.  



Note: If you had already added a SurveyMonkey connection earlier, click the Saved connections category from the left pane and proceed to import. To learn more about Saved connections, click here.

3. If you have already added a connection, click the existing connection and start importing data.



Note: Click the Add new link to add a new SurveyMonkey account. If you want to add a new connection, make sure you log out of the existing SurveyMonkey account in your browser and then try adding a new connection.

4. Give a connection name and authenticate your SurveyMonkey account. You will need to authorize Zoho DataPrep to access your files when you do this for the first time.



Note: The connection configuration will be saved for importing from SurveyMonkey in the future. Credentials are securely encrypted and stored.

5. Select the required surveys from the Survey dropdown to import the data.

6. Choose one of the following options to import data from your SurveyMonkey account.

All Data - This option imports all data from your account.
From date - This option imports data from a specific date till the current date.

Note: The From date option is available only for Respondents and Responses modules. For modules that do not support this option, all data will be imported.


7. Click the required Modules and the corresponding fields will be listed in the Fields section.
Here's the list of supported modules.
  1. Surveys
  2. Pages
  3. Questions
  4. Choices
  5. Rows
  6. Columns
  7. Others
  8. Respondents
  9. Responses
  10. Collectors
8. You can choose the modules you would like to import from your SurveyMonkey account and click Import.

9. Once you have completed importing data, Pipeline builder page will open from where you can start applying transforms to the ETL pipeline. You can also right-click the stage and choose the Prepare data option to prepare your data in the DataPrep Studio page. Click here to know more about the transforms.



Note: When you import more than one module from your SurveyMonkey account, each dataset will be created as a stage in DataPrep as above.
10. Once you are done creating your data flow and applying necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.
NotesNote:  After adding a destination to the ETL pipeline, you can try executing your pipeline using a manual run at first. Once you make sure manual run works, you can then set up schedule to automate the pipeline and data movement. Learn about the different types of runs here.

Schedule

You can schedule your pipeline using the Schedule option. You can also import incremental data from your SurveyMonkey account while scheduling. Incremental data import is a method used to import new or modified records after the previous sync.

Schedule configuration

1. Select the Schedule option in the pipeline builder.

2. Select a Repeat method (hourly, daily, weekly, monthly) and set frequency using Perform every dropdown. The options of the Perform every dropdown change with the Repeat method. Click here to know more.




3. Select the GMT when you want to import new data found in the source. By default, your local time zone will be selected.


4. Pause schedule afterThis option allows you to choose to pause the schedule after 'n' number of failures.
InfoInfo: The range can be between 2-100. The default value is 2.

Import configuration

You can configure how to import and fetch incremental data from your SurveyMonkey using the Import configuration option. 
Note: The import configuration needs to be mandatorily setup for all the sources in the pipeline. Without setting up the import configuration, the schedule cannot be saved. 

5. Select the Click here link to set the import configuration. 

6. Select the required option from the How to import data from source? drop down. You can choose to import all data, modified and new data, only new data, or do not import data using this option.

Import all data  

This option will import all available data from your SurveyMonkey account.


Note: The From option is available only for Respondents and Responses modules. For modules that do not support this option, all data will be imported.



Incremental data fetch

Note: Incremental data fetch is available only for Responses and Respondents modules.

Only modified and new data

To import the modified and new data incrementally from the last imported time, select Only modified and new data option 
from the drop-down.

Use existing data if new data is not available: 

During incremental import,

  1. If the checkbox is checked: When there is no new data in the source, the last fetched data will be imported again.
  2. If the checkbox is unchecked: When there is no new data in the source, the import will fail and no files will be imported. This will, in turn, cause the entire pipeline job to fail.



InfoInfo: The modified and new data will be fetched using the Date_created and Date_modified columns from the last imported time.

Only new data

To import the new data incrementally from the last imported time, select Only new data option from the drop-down.




Info: The new data will be fetched using the Date_created columns from the last imported time.

Do not import data

The data is imported only once. The second time, the rules gets applied on the same data and gets exported.



7. Click Save to schedule import for your data.

Note: If you have already configured a schedule from SurveyMonkey, data will be reloaded based on your earlier configuration under the Import configuration section when you click on the Edit schedule option and set a new schedule.

Schedule settings

Stop export if data has invalid values: Enabling this will stop the export when prepared data still has invalid values.



Order exports

You can use this option when you have configured multiple destinations and would like to determine in what order the data has to be exported to destinations.

If not enabled, export will run in the default order.

Note: This option will be visible only if you have added more than one destination in your pipeline.

To rearrange the order of your export destinations

1) Click the Order exports toggle


2) You can drag and drop to change the order of the destinations and then click Save.



Note: Click the Edit order link if you want to rearrange the order again.


8. After you configure the schedule configuration, click 
Save to execute the schedule. This will start the pipeline.



Each scheduled run is saved as a job. When a pipeline is scheduled, the data will be fetched from your data sources, prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination through data integration at regular intervals. This complete process is captured in the job history.

9. To go to the jobs list of a particular pipeline, go to the  ellipses icon in the pipeline builder, and click on the Job history menu to check the job status of your pipeline.

10. Click the required job ID in the Jobs history page to navigate to the Job summary of a particular job.

The Job summary shows the history of a job executed in a pipeline flow. Click here to know more.

11. When the schedule is completed, the data prepared in your pipeline will be exported to the configured destinations.

Info: You can also view the status of your schedules later on the Jobs page.

Note: If you make any further changes to the pipeline, the changes are saved as a draft version. Choose the Draft option and mark your pipeline as ready for the changes to reflect in the schedule.




After you set your schedule, you can choose to Pause schedule or Resume scheduleEdit schedule and Remove schedule using the Schedule Active option in the pipeline builder.

When you edit and save a schedule, the next job will be from the last schedule run time to the next scheduled data interval.
 

Note: Adding SurveyMonkey as destination and exporting data to SurveyMonkey from DataPrep will be supported soon.

SurveyMonkey-DataPrep connector FAQs

1. What are the modules supported for data import using the SurveyMonkey connector for DataPrep?

You can choose to import data from the following modules in SurveyMonkey to Zoho DataPrep.
  1. Surveys
  2. Pages
  3. Questions
  4. Choices
  5. Rows
  6. Columns
  7. Others
  8. Respondents
  9. Responses
  10. Collectors

  

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