Importing ideas or survey responses gathered (offline) can be done in bulk. Simply add the ideas or survey responses to the excel sheet available within the project context and import them in a matter of seconds.
Access to this feature depends on your plan.
Accessing the fillable Idea/input or survey .xlsx template
If you have ideas/inputs or survey responses collected offline that you’d like to bring into a particular phase of a project of your online platform, you’ll first need to download the excel idea/survey template we have generated for you.
To access the template for an ideation phase: head over to the ‘Input form’ tab for the phase in the back office and click on ‘Download an Excel Template’.
How to access the template for ideation
For downloading a fillable template to import survey responses, head over to the survey tab and click on the three dots of the right hand menu. In the dropdown, select “Download an excel template”
How to access the template for surveys
Filling out the .xlsx idea/input template
Row 2 in the template includes an example of how the template is meant to be filled out. It's very important that the template is filled out exactly as the exampe shows as the template is case sensitive. Don't worry if the list is not complete. You can always easily edit your imported ideas afterwards on the platform
Here are a few rules to keep in mind:
Title:
The idea title cells can contain maximum 80 characters
date:
If an idea doesn't have a date in the sheet, we'll use the date on which we imported the idea
Format the date with hyphens (-) and not dashes (/) (to edit this you may need to change the cell format from "date" to "text")
First, last names, emails and Permission:
If you have collected First name(s); Last name and Email address for the submitter, make sure to add an “x” to the ‘Permission’ column so that we upload their personal information into the online platform when importing their idea/survey submission
If you do not want the name of the user to show up then leave this 'Permission' cell empty and the input will be uploaded under an anonymous user number
Make sure there are no spaces behind the email addresses
Coordinate:
Make sure the geo-coordinates are correctly formatted like in the example provided
Multichoice and tags:
For all multi-choice questions, and tags, make sure all options match exactly (capital letters, spaces,...) with the wording of the options on the platform and are separated by a semi-colon ";"
Single choice:
For all single choice questions, make sure all options match exactly (capital letters, spaces,...) with the wording of the options on the platform
Image UR:
Only include one image per idea (with a link that ends with .jpeg, .jpg or .png)
Certain survey questions cannot be uploaded via this excel. These include file uploads and all mapping questions.
Important: Do not add columns/questions in this excel or the system will give you an error as the new column doesn't match the online version of the survey/input form. If you need to add a question, please add it first on the online version and then download the excel template again and fill in the new template with the new column/question.
Importing the .xlsx idea/input template
To import ideas, head over to the input manager tab for the phase an click on ‘Import’.
To import survey response, head over to the ‘survey’ tab and click on ‘Import’
Within the Importer, select ‘Import Excel file’.
If your excel file contains personal information (e.g. name, last name, email) check the consent box so we can upload such information into the online platform.
Once imported, your inputs/survey responses will show up in our Importer UI. At that point in time your ideas/survey responses will be in ‘draft’ format. It’s only when you ‘Approve’ them that they will be added to the phase as participation, and will show up in your input manager, survey results, etc.
Ideas imported and approved will have an ‘imported’ tag
Need help or support? Don’t hesitate to get in touch via the chat button on your platform 💬