Upload and Prep Zoho Data


Data Prep Tips

Add Resp ID – This output file does not come with a respondent ID so we will have to add on the Upload Data step. You can add a respondent ID field by going to Upload Data, Actions then Add Resp. ID. This will add a distinct ID for each respondent which is needed for the workflow.

Splits Required – This software's multiple choice answers in one column instead of a separate column for each answer. In order for your counts to be correct, we will have to split these answers into their own column. For these question types, you will need to use the Split Action in the Prep Data step. This software separates these answers by a comma so you will need to do Actions then Split and enter a comma as the delimiter. Make sure your answer options do not have any commas in the actual answer or else it will mess up your workflow and you may have to start over. If your answer does have a comma go to your Excel file and remove any commas that are not delimiters for the answer options. 

Zip Code Question Type - If you asked any open-ended or single one type question asking for a Zip Code then select the Zip Code Question Type and the dashboard will show a Map instead of a list of Zip Codes.

New Question # – Each New Question #  will be a separate question/chart in the dashboard. Most question types will have 1 column per question but some question types such as Multiple Choice, Matrix and Ranking will have multiple columns for one question. In this case, you will have to group all of those columns together by giving it the same New Question #.

*If you would like a more in-depth explanation about the Prep process then watch the Upload and Prep Other Survey Software's Data video to see the logic behind it all. If you still are having problems please reach out to support.


Question Type Crosswalk

Video Time Zoho   VizualSurvey New Question # Notes
5:58 Contact Information   Textbox Single Each column needs to have there own New Question #. 
7:20 Multiple Choice (One Answer)   Single Response Single  
7:33 Calendar   Date Single  
7:45 Dropdown   Single Response Single  
8:22 Matrix Choice (One Answer)   Single Response Matrix Grouped
9:20 Multiple Choice (Many Answers)   Multiple Choice Grouped  Split required
11:03 Matrix Choice (Many Answers)   Multiple Choice Matrix Grouped Need to Split all columns and delete the question, brackets, empty spaces and any numbers at the end.
12:35 Image Type   Single Response Single  
12:46 Rating Scale   Single Response or Numeric Single If you want a bar chart then select Single Response, if you want the average and other statistics then select Numeric.
13:13 Star Rating   Single Response or Numeric Single If you want a bar chart then select Single Response, if you want the average and other statistics then select Numeric.
13:25 NPS   Net Promoter Score Single Need to remove all text and spaces so its just the number
13:53 Slider Scale   Single Response or Numeric Single If you want a bar chart then select Single Response, if you want the average and other statistics then select Numeric.



14:05 Matrix Rating Scale   Single Response Matrix Grouped  
14:40 Matrix Star Rating   Single Response Matrix Grouped
15:12 Single Line   Textbox Single
15:22 Multiple Lines   Textbox Single
15:30 Ranking Ranking Grouped
15:50 Matrix Dropdown Matrix Dropdown Grouped
15:12 Email Textbox Single
15:12 Full Name Textbox Single
12:46 Numeric Numeric Single
         
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