SurveyMonkey

Export Responses to a New Microsoft Excel Worksheet

Beta feature: Connect is only available to some English customers in some countries, and the ability to export responses into Microsoft Excel is only available to some paid customers.

Connect your SurveyMonkey account with Microsoft Excel to export survey responses to a new worksheet saved to OneDrive. This automation can help you share data across silos, merge responses with your operational data, slice and dice, or kick off other automated processes. 

You can set up automations so your survey data gets exported to a new worksheet in Microsoft Excel.

To set up your survey to export responses to Microsoft Excel:

  1. Select a survey from the new homepage or My Surveys
  2. From the Connect Apps tab, locate Microsoft Excel under the Discover tab.
  3. Select the quick action, Add row to new.
    1. If it's the first time you're connecting, select Connect to link your SurveyMonkey account to Microsoft Excel. 
    2. Select Allow.
  4. Enter a New workbook name to create a new workbook to save responses to.
  5. Select Include survey data to add or edit the question and answer, custom variable, and metadata data that should be exported to Microsoft Excel.
    1. If you include Open text questions, select I understand to acknowledge that respondent data exported may include personal identifying information. 
  6. To Target specific responses, select + and Add filter to target your action to a specific question or answer. By default, no filters are enabled to act on all response data.
    1. Select the Criteria for the questions and answers you want to target.
    2. Select Add
    3. To add additional filters, select + Add new filter and repeat the last 2 steps.
    4. Select Apply
  7. Select Activate.

A new Microsoft Excel worksheet is generated once a respondent completes your survey and the worksheet will seamlessly update, as more results roll in. The worksheet can be accessed in My Files within OneDrive.

An overview of all Microsoft Excel quick actions you set up are available in the Manage tab within Connect Apps. You can select the toggle to disable or enable an automation. Or, you can select to Edit action, Manage connection, or Delete an automation.

  • Condition Limitations 

You can view and manage your connected apps and actions from the Manage tab, under Connect Apps. You can select Manage connections to either Reauthenticate, which refreshes your existing connection, or fully uninstall the Microsoft Excel app by selecting Delete. You can also select the toggle to turn an action on or off, or click the to Edit action or Delete it permanently.