Integrating Microsoft Excel with BlockSurvey allows you to automatically send survey responses to an Excel file in OneDrive in real time. This helps in organizing responses, collaborating with team members, and performing advanced data analysis.
Follow these steps to set it up:
After designing and publishing your survey, navigate to the Integrate screen in your survey.
Under the Integrations menu, click the Connect button for Microsoft Excel.
Click the Connect Microsoft Account button.
In the pop-up, sign in to your Microsoft account.
Click Accept to grant BlockSurvey the necessary permissions.
Once permissions are granted, click the Set up Excel File button.
A new Excel file will be created automatically in OneDrive with the same name as your survey title.
Click View Excel File to open the newly created file.
Submit test responses in your survey.
Open the Excel file in OneDrive to verify that the responses appear in real time.
Use the toggle switch to disable Microsoft Excel integration if needed. Once disabled, new responses will no longer be sent to the file.
Click Remove Integration to disconnect the current Excel file from your survey.
Note: For security reasons, BlockSurvey does not support linking to an existing Excel file. Granting access to an existing file would require permission to access all your OneDrive files. To protect your privacy, BlockSurvey only creates and manages a new file for each survey, ensuring other files remain secure.
Try it now! By following these steps, you can seamlessly integrate Microsoft Excel with BlockSurvey, ensuring your survey responses are automatically recorded for easy tracking, collaboration, and data management.