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How to sync eSurvey with Zoho Reports
Zoho Reports is an Online Reporting and Business Intelligence service that helps you to easily analyze your business data and create insightful reports & dashboards for informed decision-making. It allows you to easily create and share powerful reports in minutes with no IT help.
- Upload or synchronize data from eSurvey, your web page or other applications
- Build powerful reports and dashboards in minutes with our easy drag-and-drop interface
- Share reports and dashboards in Real Time with key performance indicators
After opening an account with Zoho Reports on your PC/Mac and setting up a connection to the BlackBerry you are ready to go. Any data you collect with eSurvey will be automatically detected by the application, and will be added to the pertaining table within the Business Intelligence database configured at Zoho Reports.
Once you finish a survey, the captured data will automatically start uploading into Zoho Reports and your BI dashboard will reflect all results in Real Time.
Setup Instructions
First, create a survey with eSurvey in your Blackberry ( Read our FAQ if you need assistance creating a survey ).
Then go to eSurvey Settings screen and make sure that the survey results are sent by email to your email address and include a CSV file ( Click here for more details ).
Run the survey ONE TIME to generate a sample CSV file with your captured data
Please keep in mind that this first version of eSurvey with Zoho Reports does not handle surveys with conditional logic.
Setting up you Zoho Account :
Go to your Zoho Reports account , create a new database and then import the CSV file as a brand new table.
Watch screencast videos of Zoho Reports -How to Import data into Zoho Reports?Please refer to Zoho's user manual to learn how to use Zoho Reports in more detail
Proceed to create all your tables, graphs and dashboards you plan to use with that table.
*** CAUTION - SPECIAL CONSIDERATIONS ***
- Zoho's User ID for login CANNOT be an e-mail address - Use a regular string for user id.
- Please use the following Date Format : MM dd yyyy hh:mm:ss a
- Please DO NOT use white spaces when naming your Database and Tables
- Please be aware that Question Title will be the Column name - Do not use any special characters for Question Title ( Allowed Characters 0-9 a-z A-Z )
- Please make sure that entries for every question matches Zoho's pre-established format - Otherwise, information won't be uploaded ( We recommend to use Text Format for all non-numeric or date fields )
- If the name is "Sample Table" - please name it as "SampleTable"
Go back to eSurvey and proceed as follows
a.- Go to Settings screen
b.- Scroll to Service Settings and select it to create New service
c.- Select Add new Service, scroll down and select Zoho
d.- Provide a service name and proceed to enter your Zoho login credentials ( User Name and Password ) and select Account Sign in to validate your login
e.- Upon a valid login dialog, please proceed to choose your database and the table name you used when you uploaded then sample CSV file and press Save
f.- Your last step is as follows. Go to Create Survey screen, scroll down to your survey, press the Menu key and select Survey Settings one more time.
Review the conditions previously selected this screen and verify if you still want o use the email address you used to send out the trial CSV file. Scroll down to Zoho Service and select the Zoho service name you just created. Enable Uploads and you are all set
Now you can go ahead and test your survey. Open your recently created graph or dashboard on your PC/Mac with Zoho Reports and then run your survey from eSurvey. Once the survey is completed, simply refresh the dashboard screen and observe how all data collected with eSurvey is beautifully reflected on dashboard on Real Time.
If you still have questions or your are not getting the desired results, please contact our support team at zoho@cloudmobileforms.com or join us to one of our weekly free seminars by clicking here.
Last updated on September 28, 2011 by Ariel Segall