SurveyMonkey

Export Responses to Microsoft Excel

In SurveyMonkey's Connect Apps tab, you can integrate 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 data, slice and dice, or kick off other automated processes. 

With the Microsoft Excel automation, you can:

  • Create a new sheet that automatically updates with new responses
  • Use existing sheet to update your existing workbook as new responses come in

To automatically create a new sheet in 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 Create new sheet.
    • If it's the first time you're connecting, select Connect to link your SurveyMonkey account to Microsoft Excel. 
  4. Enter a Workbook name. This is the name we'll save your new workbook under.
  5. Manage the conditions for your quick action:
    • Choose the data to include: Select Include survey data to choose the questions, answers, and metadata you want to send to the sheet. If you include open text questions, select I understand to acknowledge that respondent data exported may include personal identifying information.
    • Filter the responses: Select Target specific responses to specify which responses will trigger this quick action. 
  6. Select Activate.

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

  • Condition Limitations 

To automatically update an existing sheet in 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 down arrow on the button, then select Use existing sheet.
    • If it's the first time you're connecting, select Connect to link your SurveyMonkey account to Microsoft Excel. 
  4. Select the Workbook ID of the workbook you want to update.
  5. Manage the conditions for your quick action:
    • Choose the data to include: Select Include survey data to choose the questions, answers, and metadata you want to send to the sheet. If you include open text questions, select I understand to acknowledge that respondent data exported may include personal identifying information.
    • Filter the responses: Select Target specific responses to specify which responses will trigger this quick action.
  6. Select Activate.

Your Microsoft Excel spreadsheet is updated with new responses as respondents complete your survey. 

  • Condition Limitations 

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.

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.