Integrate Zoho Survey With Zoho Sheet - Online Help Guide

Zoho Sheet

This integration automatically pushes your responses from your survey into Zoho Sheet when your respondents submit their responses.

Why should Zoho Sheet Integration be used?

Using Zoho Sheet integration, you can push the responses from Zoho Survey to a Zoho Sheet, then further into a third-party tool to generate advanced analytics. Similarly, you can also employ custom script and modify data received from responses into another form.

Pre-Requisites 

The following pre-requisties must be completed before enabling Zoho Sheet integration for individual surveys. Follow the steps below to enable the prerequisites:
Log in to Zoho Survey and navigate to Manage Portal.
Click Apps & Services.
Click Connect for Zoho Sheet.
 

How To integrate your survey with Zoho Sheets 

Navigate to Builder >Hub >Integrations, then click Integrate for Zoho Sheet.
Choose an integration option:
  1. Click Create new spreadsheet and type in a name for the spreadsheet. The name of the survey will be displayed by default. You can either use the name of the survey or type in a new one.
  2. Click Choose an existing spreadsheet to push responses into an existing spreadsheet, then enter a keyword in the Search bar to find the spreadsheet that you're looking for.
In the same page, select the questions and variables that should be pushed to Zoho Sheet and click Next.
You can also sync existing responses from an active survey in the integration by enabling the checkbox.
   

How to map responses to Zoho Sheet 

Once the questions and variables have been selected, you can map the responses to the respective columns. Here, you can:

Add Custom labels for each questions type:If required, you can provide custom labels as column headers. For example, if the question in the survey is Gender, but you want it to be renamed as Sex in the sheet, just type it as the custom label.
Rearrange the order of responses, if required: The order of the questions/responses as to be reflected in the sheet can be re-arranged, unlike the order in the survey questionnaire.This helps to arrange responses in the order of priority while mapping in the sheet.
Change the date-time format, if required: You can change the format for the Date field question in the survey while mapping it in the Zoho Sheet.
Click Save once you're done mapping.

How To use Custom Scripts in Zoho Sheet Integration 

Custom scripts are short snippets of code that can be used to run a complex logic in your survey. It can be used in the integration of Zoho Survey and Zoho Sheet to design outputs that'll enhance your response analysis and reports

Follow the steps below to use a custom script in Zoho Sheet Integration:

Once all the questions have been added to your survey, click the + icon and add a new question
Use the custom script option to add the required custom script. You can also test run the code to ensure the logic works.
Read more about custom script implementation.

How to view responses on a spreadsheet 

Navigate to Builder >Hub >Integrations, then click Manage.
Click on the View Sheet option, and you'll be able to view the spreadsheet

How to remove the integration with Zoho Sheets 

Navigate to Builder >Hub >Integrations, then click Manage.
Click the Remove Integration button, then give confirmation in the prompt.

How to disconnect Zoho Sheets from Zoho Survey 

Log in to Zoho Survey and navigate to Manage Portal.
Click Apps  & Services.
Select Zoho Sheets, then click Disconnect.

Notes
Note:
Once disconnected, the integration between Zoho Survey and Zoho Sheet will cease to exist, and responses won't get synced.

Access 

Zoho Sheet integration can be enabled in your Zoho Survey account with the Plus, Pro, and Enterprise plans.

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