Data Flow

If you launch the survey using the Email survey distribution to the addresses from the Contact Manager, Password survey protection for the contacts from Contact Manager or Publish the survey to Participant Portal, you can synchronize data between the survey and Contact Manager.

On the Data Flow page you can setup mapping between survey questions and fields of the Contact Manager.

Left pane lists all survey questions and inidicates question types. In the right pane you will see the list of Contact manager fields, and their format. Fields that are marked with the Lock icon can be used for the From synchronization to pre-populate survey questions only, for example: ID field that is used as the unique identifier . To synchronization for such fields is not allowed.

To setup mapping follow these steps:

1. Select survey item for the mapping. You can select separate answer choices for the questions that allow multiple answers selection, for example: Check All that Apply.
2. Map selected survey item with the field of the Contact Manager from the right pane.
3. Choose the data flow direction:
   To - after survey is completed, data overwrites Contact Manager data.
   From - when respondents open the survey, questions will be pre-populated with the data from the Contact Manager.
   To and From - in this case data flows in both directions.
   Both From and To and From types of synchronization can be used to create new contacts in the Contact Manager for new respondents.
4. Click the Apply Mapping button to apply mapping for the selected items.
5. Follow steps 1-4 again to apply mapping to other items.

The Overwrite with empty values option is used if respondents leave a question unanswered and you want delete data from the appropriate field in the Contact Manager. This is applicable for the To and To and From synchronization types. If this option is not activated and respondents leave unanswered questions, Contact Manager records will remain the same.

Mapping Rules
The following table lists survey items and compatible Contact Manager fields:

Question Type	Data Flow Direction	Contact Manager Fields Format
Pick One or 'Other', Pick One with 'Comment' Dropdown Box	<< << >> >>	General - text of both survey item and Contact Manager field must match. Number>0, Decimal number - sequence number of the survey item is used. Decimal values are truncated to Integer.
Check All that apply Listbox	<< << >> >>	General - "Yes" is used as a selected value, "No" as not selected. "1" is used as a selected value, "0" as not selected for the following fields: Decimal Number Currency, $ Percent, %
Single Line Text with Pre-format Options (not formatted), Muliline	<<	Any Contact Manager field
Single Line Text with Pre-format Options (any format type), Muliline	>>	General
Single Line Text with Pre-format Options (formatted)	<< << >> >>	Format of the survey item and Contact Manager field must match. General Number>0, Decimal number Currency, $ Percent, % Email Date
Rate different items along the scale of your choice	<< << >> >>	General - text of both survey item and Contact Manager field must match. Number>0, Decimal number - sequence number of the question column is used. Decimal values are truncated to Integer.
3D Matrix	<< << >> >>	Mapping can be set with all Contact Manager fields depending on the question items format. Please see above all possible cases for Pick One, Check All, Dropdown and Text elements.
Numeric Allocation	<< << >> >>	Any numeric field in Contact Manager: Number>0, Decimal number Currency, $ Percent, % Email Date