Import Respondents

This guide explains how to download the survey answer template, prepare your data, and import it into the system successfully.

Prerequisites

Only users with permissions to Import Access on Questionnaire and Respondent Setup can Import Respondents.

Download the Answer Template:

1. Navigate to the Questionnaire section of the portal.

2. Click Download Questionnaire to download the Import Respondents template.

3. Save the file to your local drive.

Prepare the Template for Import:

Before entering data, carefully review the questionnaire in the portal.

• Important: Mandatory Questions

  • Identify which survey questions are mandatory.

  • If a mandatory question is left blank in the template, the system will show an error during import.

  • To proceed, you must either:

    • Fill in the missing value in the template which are mandatory, or

    • Change the question to non-mandatory within the survey settings on the portal before import.

Fill in the Template:

Enter responses exactly as instructed in the template. Follow the data formatting rules below:

Data Formatting Guidelines

Row Name	Instruction
Question	Contains all survey questions.
Mandatory	Shows whether a question is mandatory.
Tags	Contains unique tags for each question used for backend processing.
Question Type	Indicates the type of question (Text, Single Choice, Multi Choice, Date). Fill your response according to the specified type.
Options	Displays available options for each question. Select answers only from the given options. For text-type questions, you may enter any text.

Note: Do not edit above rows.

Answer Type	Instruction
Date	Enter the date in DD/MM/YYYY format.
Text	Enter the required text response (e.g., name, father’s name, etc.).
Single Choice	Select only one option from the provided list.
Multi Choice	Select one or more options from the given list. Separate multiple selections with a semicolon (;) — e.g., abc; cde; xyz.

After filling in all required fields, save the updated template to your local drive.

Import the Completed Template:

1. Return to the Questionnaire section.

2. Click the Import Respondent button.

3. Browse and select the saved template file from your device.

4. Upload the file to begin the import process.

Review the Import Summary:

Once the upload is completed:

• Check the Import Summary to verify that all records were successfully added.

  • If any errors appear:

    • Review the error messages.

    • Correct the issues in the template (e.g., missing mandatory fields, incorrect formats).

    • Re-upload the updated file.

  

Successful Import:

After resolving all issues, your Respondents data will be imported and accessible within the portal.